FXE vs MFSV

Comparison between Invesco CurrencyShares Euro Trust (FXE, ETF) and MFS ACTIVE VALUE ETF (MFSV, ETF).

FXE vs MFSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FXE(ETF)	MFSV(ETF)
Net Assets	$443M	$443M
Expense Ratio	0.40%	0.44%
Max Drawdown	44.67%	13.09%
Sharpe Ratio	-0.28	1.00
5Y Beta	-0.01	0.61
P/E Ratio	N/A	21.22
Forward P/E	N/A	17.81
PEG Ratio	N/A	0.59
5Y EPS CAGR	N/A	13.49%
Debt to Equity	N/A	73.91%
P/S Ratio	N/A	1.77
P/B Ratio	N/A	3.38

Net Assets

FXE

$443M

Winner

MFSV

$443M

Expense Ratio

Winner

FXE

0.40%

MFSV

0.44%

Max Drawdown

FXE

44.67%

Winner

MFSV

13.09%

Sharpe Ratio

FXE

-0.28

Winner

MFSV

1.00

5Y Beta

Winner

FXE

-0.01

MFSV

0.61

P/E Ratio

FXE

N/A

MFSV

21.22

Forward P/E

FXE

N/A

MFSV

17.81

PEG Ratio

FXE

N/A

MFSV

0.59

5Y EPS CAGR

FXE

N/A

MFSV

13.49%

Debt to Equity

FXE

N/A

MFSV

73.91%

P/S Ratio

FXE

N/A

MFSV

1.77

P/B Ratio

FXE

N/A

MFSV

3.38

FXE vs MFSV - Historical Returns

Returns include dividend reinvestment.

Period	FXE	MFSV
1 month	-1.41%	+1.05%
3 months	-0.55%	+1.79%
6 months	-0.69%	+7.06%
1 year	+1.44%	+14.79%
5 years(CAGR)	-0.35%	N/A
10 years(CAGR)	+0.09%	N/A
Max(CAGR)	+0.12%	+9.38%

FXE

-1.41%

Winner

MFSV

+1.05%

FXE

-0.55%

Winner

MFSV

+1.79%

FXE

-0.69%

Winner

MFSV

+7.06%

FXE

+1.44%

Winner

MFSV

+14.79%

5Y(CAGR)

FXE

-0.35%

MFSV

N/A

10Y(CAGR)

FXE

+0.09%

MFSV

N/A

Max(CAGR)

FXE

+0.12%

Winner

MFSV

+9.38%

FXE vs MFSV - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	FXE	MFSV
2026	-1.36%	+4.68%
2025	+15.55%	+13.80%
2024	-3.36%	-4.64%
2023	+6.37%	N/A
2022	-5.88%	N/A
2021	-8.08%	N/A
2020	+8.40%	N/A
2019	-1.97%	N/A
2018	-5.78%	N/A
2017	+14.54%	N/A
2016	-3.55%	N/A
2015	-9.98%	N/A
2014	-11.81%	N/A
2013	+3.90%	N/A
2012	+0.72%	N/A
2011	-2.84%	N/A
2010	-7.48%	N/A
2009	+3.32%	N/A
2008	-2.02%	N/A
2007	+14.49%	N/A
2006	+12.27%	N/A
2005	-0.88%	N/A

FXE vs MFSV Drawdown Comparison

The maximum drawdown for FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The current FXE drawdown is -28.45%. The current MFSV drawdown is -0.50%.

Rank	FXE	MFSV
#1	-43.32% Jul 11, 2008 - Sep 27, 2022	-12.74% Feb 28, 2025 - Jun 27, 2025
#2	-3.60% Nov 26, 2007 - Jan 14, 2008	-6.34% Mar 2, 2026 - Jun 4, 2026
#3	-3.54% Jan 23, 2006 - Apr 4, 2006	-5.49% Dec 5, 2024 - Jan 27, 2025
#4	-3.49% Apr 22, 2008 - Jul 2, 2008	-3.45% Oct 27, 2025 - Nov 28, 2025
#5	-3.04% Jun 2, 2006 - Aug 4, 2006	-2.97% Jul 25, 2025 - Aug 20, 2025
#6	-3.01% Dec 1, 2006 - Mar 15, 2007	-2.48% Oct 3, 2025 - Oct 27, 2025
#7	-2.74% Jan 30, 2008 - Feb 26, 2008	-1.78% Jan 16, 2026 - Feb 4, 2026
#8	-2.73% Jul 20, 2007 - Sep 7, 2007	-1.66% Jul 3, 2025 - Jul 23, 2025
#9	-2.63% Aug 21, 2006 - Nov 9, 2006	-1.50% Jan 6, 2026 - Jan 9, 2026
#10	-2.25% Apr 27, 2007 - Jul 2, 2007	-1.40% Aug 22, 2025 - Sep 11, 2025
#11	-2.09% Mar 17, 2008 - Mar 26, 2008	-1.31% Dec 15, 2025 - Dec 24, 2025
#12	-1.72% Jan 14, 2008 - Jan 30, 2008	-1.21% Feb 11, 2026 - Feb 26, 2026
#13	-1.52% Apr 5, 2006 - Apr 18, 2006	-1.15% Dec 24, 2025 - Jan 5, 2026
#14	-1.51% May 12, 2006 - Jun 2, 2006	-1.13% Jan 27, 2025 - Feb 19, 2025
#15	-1.47% Dec 16, 2005 - Jan 3, 2006	-1.02% Nov 28, 2025 - Dec 10, 2025

Correlation

Correlation between FXE and MFSV is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2006 - 2026)

FXE vs MFSV dividend yield comparison.

Year	FXE	MFSV
2026	0.37%	0.39%
2025	0.94%	1.53%
2024	2.28%	0.11%
2023	1.49%	0.00%
2022	0.01%	0.00%
2011	0.23%	0.00%
2010	0.01%	0.00%
2009	0.34%	0.00%
2008	3.57%	0.00%
2007	3.01%	0.00%
2006	1.97%	0.00%