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IFV vs MFM

Comparison between FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF (IFV, ETF) and MFS Municipal Income Trust (MFM, ETF).

5-Year PerformanceIFV has outperformed MFM, delivering a return of +3.9% compared to -1.1%

IFV vs MFM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IFV
$246M
Winner
MFM
$246M
Expense Ratio
IFV
1.14%
MFM
N/A
Max Drawdown
Winner
IFV
51.24%
MFM
59.26%
Sharpe Ratio
Winner
IFV
1.14
MFM
0.72
5Y Beta
IFV
0.68
Winner
MFM
0.16
5Y Dividends CAGR
Winner
IFV
7.76%
MFM
-1.90%

IFV vs MFM - Historical Returns

Returns include dividend reinvestment.

1M
IFV
-2.72%
Winner
MFM
-0.84%
3M
Winner
IFV
+3.67%
MFM
-1.41%
6M
Winner
IFV
+11.17%
MFM
+1.55%
1Y
Winner
IFV
+23.36%
MFM
+11.35%
5Y(CAGR)
Winner
IFV
+3.94%
MFM
-1.06%
10Y(CAGR)
Winner
IFV
+6.60%
MFM
+1.58%
Max(CAGR)
IFV
+4.43%
Winner
MFM
+4.95%

IFV vs MFM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIFVMFM
2026+7.04%+2.23%
2025+32.24%+6.36%
2024+1.00%+7.72%
2023+22.61%+4.52%
2022-25.67%-21.84%
2021+4.37%+9.78%
2020+4.57%-1.42%
2019+24.45%+16.86%
2018-21.77%-5.41%
2017+30.59%+8.63%
2016-1.59%+1.49%
2015+0.43%+8.74%
2014-9.93%+13.39%
2013N/A-14.36%
2012N/A+14.85%
2011N/A+18.24%
2010N/A+0.65%
2009N/A+70.75%
2008N/A-36.78%
2007N/A-13.70%
2006N/A+11.48%
2005N/A+9.19%
2004N/A+8.26%
2003N/A+13.39%
2002N/A-1.94%
2001N/A+10.39%
2000N/A+13.66%
1999N/A-7.97%

IFV vs MFM Drawdown Comparison

The maximum drawdown for IFV was -48.88%, occurring on Mar 18, 2020. Recovery took 740 trading sessions.

The maximum drawdown for MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 759 trading sessions.

The current IFV drawdown is -5.09%. The current MFM drawdown is -9.04%.

RankIFVMFM
#1-48.88%
Jan 26, 2018 - Jan 5, 2021
-54.24%
Apr 2, 2007 - Apr 7, 2010
#2-35.32%
Jun 8, 2021 - Jun 26, 2025
-34.38%
Jul 29, 2021 - Oct 27, 2023
#3-28.10%
May 15, 2015 - May 16, 2017
-29.37%
Feb 14, 2020 - May 6, 2021
#4-14.62%
Jul 23, 2014 - Apr 9, 2015
-24.74%
Oct 1, 2012 - Dec 24, 2015
#5-12.57%
Feb 25, 2026 - May 6, 2026
-15.37%
Mar 25, 2004 - Oct 27, 2004
#6-8.11%
Feb 16, 2021 - May 28, 2021
-15.26%
Oct 29, 2010 - Sep 12, 2011
#7-7.18%
May 16, 2017 - Jul 19, 2017
-13.45%
Nov 4, 1999 - Jun 2, 2000
#8-5.73%
Nov 12, 2025 - Dec 19, 2025
-12.02%
Jul 8, 2016 - Jun 6, 2017
#9-5.09%
May 11, 2026 - Jun 5, 2026
-11.92%
Sep 17, 2001 - Oct 4, 2002
#10-4.72%
Jul 23, 2025 - Aug 12, 2025
-11.67%
Jul 13, 2017 - Feb 20, 2019
#11-4.26%
Jan 21, 2021 - Feb 3, 2021
-10.96%
Aug 31, 2000 - Jan 4, 2001
#12-3.56%
Aug 22, 2025 - Sep 30, 2025
-10.86%
Oct 4, 2002 - May 9, 2003
#13-3.15%
Nov 24, 2017 - Dec 27, 2017
-10.56%
Jun 11, 2003 - Jan 6, 2004
#14-3.10%
Aug 7, 2017 - Sep 1, 2017
-9.57%
Sep 13, 2005 - Jan 19, 2006
#15-2.95%
Oct 6, 2025 - Nov 12, 2025
-8.19%
Feb 11, 2005 - May 11, 2005

Correlation

Correlation between IFV and MFM is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2000 - 2026)

IFV vs MFM dividend yield comparison.

YearIFVMFM
20260.03%2.23%
20251.95%5.08%
20242.31%4.65%
20232.88%4.12%
20223.79%4.85%
20211.04%4.34%
20201.53%4.70%
20192.91%4.71%
20181.86%5.91%
20171.43%5.62%
20161.10%5.72%
20151.52%5.76%
20140.21%6.04%
20130.00%7.08%
20120.00%6.31%
20110.00%7.09%
20100.00%7.86%
20090.00%7.32%
20080.00%11.29%
20070.00%6.82%
20060.00%5.82%
20050.00%6.93%
20040.00%7.10%
20030.00%7.04%
20020.00%7.38%
20010.00%6.92%
20000.00%3.01%

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