GOVZ vs MFSG

Comparison between ISHARES 25+ YEAR TREASURY STRIPS BOND ETF (GOVZ, ETF) and MFS ACTIVE GROWTH ETF (MFSG, ETF).

GOVZ vs MFSG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GOVZ(ETF)	MFSG(ETF)
Net Assets	$294M	$294M
Expense Ratio	0.10%	0.49%
Max Drawdown	66.13%	23.24%
Sharpe Ratio	-0.07	0.83
5Y Beta	0.10	1.16
P/E Ratio	N/A	33.84
Forward P/E	N/A	26.95
PEG Ratio	N/A	0.50
5Y Dividends CAGR	17.73%	N/A
5Y EPS CAGR	N/A	38.97%
P/S Ratio	N/A	6.42
P/B Ratio	N/A	9.65

Net Assets

Winner

GOVZ

$294M

MFSG

$294M

Expense Ratio

Winner

GOVZ

0.10%

MFSG

0.49%

Max Drawdown

GOVZ

66.13%

Winner

MFSG

23.24%

Sharpe Ratio

GOVZ

-0.07

Winner

MFSG

0.83

5Y Beta

Winner

GOVZ

0.10

MFSG

1.16

P/E Ratio

GOVZ

N/A

MFSG

33.84

Forward P/E

GOVZ

N/A

MFSG

26.95

PEG Ratio

GOVZ

N/A

MFSG

0.50

5Y Dividends CAGR

GOVZ

17.73%

MFSG

N/A

5Y EPS CAGR

GOVZ

N/A

MFSG

38.97%

P/S Ratio

GOVZ

N/A

MFSG

6.42

P/B Ratio

GOVZ

N/A

MFSG

9.65

GOVZ vs MFSG - Historical Returns

Returns include dividend reinvestment.

Period	GOVZ	MFSG
1 month	+0.64%	+0.79%
3 months	-4.59%	+8.98%
6 months	-2.70%	+3.77%
1 year	+0.84%	+17.21%
5 years(CAGR)	-11.53%	N/A
Max(CAGR)	-13.59%	+10.44%

GOVZ

+0.64%

Winner

MFSG

+0.79%

GOVZ

-4.59%

Winner

MFSG

+8.98%

GOVZ

-2.70%

Winner

MFSG

+3.77%

GOVZ

+0.84%

Winner

MFSG

+17.21%

5Y(CAGR)

GOVZ

-11.53%

MFSG

N/A

Max(CAGR)

GOVZ

-13.59%

Winner

MFSG

+10.44%

GOVZ vs MFSG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	GOVZ	MFSG
2026	-0.69%	+4.20%
2025	-2.00%	+14.22%
2024	-15.35%	-2.74%
2023	-1.66%	N/A
2022	-38.84%	N/A
2021	-4.48%	N/A
2020	-5.61%	N/A

GOVZ vs MFSG Drawdown Comparison

The maximum drawdown for GOVZ was -59.65%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The current GOVZ drawdown is -56.47%. The current MFSG drawdown is -4.10%.

Rank	GOVZ	MFSG
#1	-59.65% Sep 24, 2020 - Oct 19, 2023	-23.24% Jan 23, 2025 - Jun 27, 2025
#2	N/A	-16.15% Oct 29, 2025 - Apr 27, 2026
#3	N/A	-4.75% Dec 11, 2024 - Jan 22, 2025
#4	N/A	-4.10% Jun 1, 2026 - Jun 5, 2026
#5	N/A	-3.12% Oct 9, 2025 - Oct 24, 2025
#6	N/A	-3.05% Aug 12, 2025 - Sep 15, 2025
#7	N/A	-2.83% May 14, 2026 - May 28, 2026
#8	N/A	-2.46% Sep 22, 2025 - Oct 9, 2025
#9	N/A	-2.39% Jul 31, 2025 - Aug 8, 2025
#10	N/A	-1.17% Jun 30, 2025 - Jul 3, 2025
#11	N/A	-1.06% Apr 27, 2026 - May 6, 2026
#12	N/A	-0.99% Dec 6, 2024 - Dec 11, 2024
#13	N/A	-0.85% Jul 21, 2025 - Jul 23, 2025
#14	N/A	-0.71% Sep 15, 2025 - Sep 18, 2025
#15	N/A	-0.50% Jul 3, 2025 - Jul 9, 2025

Correlation

Correlation between GOVZ and MFSG is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35

-101