GROZ vs MFSM
Comparison between ZACKS FOCUS GROWTH ETF (GROZ, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).
GROZ vs MFSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GROZ
$101M
MFSM
$101M
Expense Ratio
GROZ
0.55%
Winner
MFSM
0.34%
Max Drawdown
GROZ
23.33%
Winner
MFSM
4.60%
Sharpe Ratio
GROZ
0.96
Winner
MFSM
1.01
5Y Beta
GROZ
1.16
Winner
MFSM
0.04
P/E Ratio
GROZ
36.85
MFSM
N/A
Forward P/E
GROZ
26.74
MFSM
N/A
PEG Ratio
GROZ
0.53
MFSM
N/A
5Y EPS CAGR
GROZ
31.62%
MFSM
N/A
Debt to Equity
GROZ
-23.73%
MFSM
N/A
P/S Ratio
GROZ
3.49
MFSM
N/A
P/B Ratio
GROZ
11.25
MFSM
N/A
GROZ vs MFSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GROZ
+1.67%
MFSM
-0.72%
3M
Winner
GROZ
+6.36%
MFSM
+0.03%
6M
Winner
GROZ
+8.59%
MFSM
+0.81%
1Y
Winner
GROZ
+18.74%
MFSM
+6.32%
Max(CAGR)
Winner
GROZ
+16.18%
MFSM
+3.21%
GROZ vs MFSM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | GROZ | MFSM |
|---|---|---|
| 2026 | +7.03% | +1.33% |
| 2025 | +20.51% | +5.20% |
| 2024 | -1.80% | -1.30% |
GROZ vs MFSM Drawdown Comparison
The maximum drawdown for GROZ was -23.33%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current GROZ drawdown is -1.58%. The current MFSM drawdown is -1.16%.
| Rank | GROZ | MFSM |
|---|---|---|
| #1 | -23.33% Jan 23, 2025 - Jun 26, 2025 | -3.86% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -13.67% Oct 29, 2025 - May 1, 2026 | -2.65% Feb 26, 2026 - Jun 26, 2026 |
| #3 | -5.87% Jun 1, 2026 - Jun 26, 2026 | -2.10% Dec 9, 2024 - Feb 25, 2025 |
| #4 | -5.73% Dec 16, 2024 - Jan 23, 2025 | -1.16% Jul 6, 2026 - Jul 21, 2026 |
| #5 | -2.99% Oct 8, 2025 - Oct 23, 2025 | -0.40% Jan 15, 2026 - Jan 26, 2026 |
| #6 | -2.87% Aug 12, 2025 - Aug 28, 2025 | -0.32% Nov 11, 2025 - Nov 28, 2025 |
| #7 | -2.37% May 14, 2026 - May 28, 2026 | -0.26% Nov 28, 2025 - Dec 18, 2025 |
| #8 | -2.33% Jul 28, 2025 - Aug 6, 2025 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #9 | -2.06% Sep 22, 2025 - Oct 1, 2025 | -0.22% Sep 15, 2025 - Oct 1, 2025 |
| #10 | -1.88% Aug 28, 2025 - Sep 4, 2025 | -0.18% Sep 8, 2025 - Sep 10, 2025 |
| #11 | -1.45% Jun 30, 2025 - Jul 3, 2025 | -0.17% Dec 18, 2025 - Dec 24, 2025 |
| #12 | -1.06% Jul 21, 2025 - Jul 25, 2025 | -0.14% Jun 29, 2026 - Jul 6, 2026 |
| #13 | -1.01% Dec 6, 2024 - Dec 11, 2024 | -0.12% Jan 7, 2026 - Jan 9, 2026 |
| #14 | -0.99% Jul 3, 2025 - Jul 9, 2025 | -0.08% Sep 11, 2025 - Sep 15, 2025 |
| #15 | -0.71% Oct 1, 2025 - Oct 6, 2025 | -0.05% Oct 1, 2025 - Oct 6, 2025 |
Correlation
Correlation between GROZ and MFSM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2024 - 2026)
GROZ vs MFSM dividend yield comparison.
| Year | GROZ | MFSM |
|---|---|---|
| 2026 | 0.00% | 1.74% |
| 2025 | 0.04% | 3.53% |
| 2024 | 0.00% | 0.23% |
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