IBTO vs MFSB
Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF).
IBTO vs MFSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTO
$470M
MFSB
$469M
Expense Ratio
Winner
IBTO
0.07%
MFSB
0.34%
Max Drawdown
IBTO
9.04%
Winner
MFSB
3.55%
Sharpe Ratio
IBTO
-0.20
Winner
MFSB
0.18
5Y Beta
Winner
IBTO
-0.01
MFSB
0.06
IBTO vs MFSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTO
-0.23%
MFSB
-0.48%
3M
IBTO
-1.13%
Winner
MFSB
-0.29%
6M
IBTO
-0.50%
Winner
MFSB
+0.24%
1Y
IBTO
+2.48%
Winner
MFSB
+4.11%
Max(CAGR)
IBTO
+2.60%
Winner
MFSB
+3.76%
IBTO vs MFSB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBTO | MFSB |
|---|---|---|
| 2026 | -0.82% | +0.46% |
| 2025 | +8.05% | +7.80% |
| 2024 | -0.45% | -1.50% |
| 2023 | +1.71% | N/A |
IBTO vs MFSB Drawdown Comparison
The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The current IBTO drawdown is -2.91%. The current MFSB drawdown is -1.46%.
| Rank | IBTO | MFSB |
|---|---|---|
| #1 | -8.35% Jul 19, 2023 - Dec 14, 2023 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -6.91% Sep 16, 2024 - Aug 1, 2025 | -2.76% Apr 4, 2025 - Jun 20, 2025 |
| #3 | -5.50% Dec 27, 2023 - Jul 31, 2024 | -2.71% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -3.65% Feb 27, 2026 - May 19, 2026 | -0.98% Oct 28, 2025 - Nov 26, 2025 |
| #5 | -1.86% Jun 30, 2023 - Jul 13, 2023 | -0.98% Jun 30, 2025 - Jul 29, 2025 |
| #6 | -1.61% Aug 5, 2024 - Aug 21, 2024 | -0.98% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -1.38% Nov 26, 2025 - Feb 12, 2026 | -0.79% Nov 26, 2025 - Jan 14, 2026 |
| #8 | -1.18% Oct 22, 2025 - Nov 25, 2025 | -0.67% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -1.03% Sep 11, 2025 - Oct 14, 2025 | -0.61% Sep 16, 2025 - Oct 13, 2025 |
| #10 | -0.75% Aug 21, 2024 - Sep 4, 2024 | -0.49% Aug 13, 2025 - Aug 27, 2025 |
| #11 | -0.59% Aug 4, 2025 - Aug 22, 2025 | -0.35% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -0.52% Jul 13, 2023 - Jul 19, 2023 | -0.27% Aug 5, 2025 - Aug 13, 2025 |
| #13 | -0.32% Dec 14, 2023 - Dec 20, 2023 | -0.26% Jun 26, 2025 - Jun 30, 2025 |
| #14 | -0.31% Aug 28, 2025 - Sep 3, 2025 | -0.20% Feb 17, 2026 - Feb 23, 2026 |
| #15 | -0.28% Dec 20, 2023 - Dec 27, 2023 | -0.16% Feb 26, 2025 - Feb 28, 2025 |
Correlation
Correlation between IBTO and MFSB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
IBTO vs MFSB dividend yield comparison.
| Year | IBTO | MFSB |
|---|---|---|
| 2026 | 2.07% | 2.29% |
| 2025 | 4.05% | 4.58% |
| 2024 | 4.23% | 0.37% |
| 2023 | 1.66% | 0.00% |
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