IWMY vs MFSM
Comparison between DEFIANCE R2000 WEEKLY DISTRIBUTION ETF (IWMY, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).
IWMY vs MFSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWMY
$99M
MFSM
$99M
Expense Ratio
IWMY
1.05%
Winner
MFSM
0.34%
Max Drawdown
IWMY
72.41%
Winner
MFSM
4.60%
Sharpe Ratio
IWMY
1.00
Winner
MFSM
1.36
5Y Beta
IWMY
0.77
Winner
MFSM
0.04
IWMY vs MFSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWMY
+2.94%
MFSM
+0.60%
3M
Winner
IWMY
+15.08%
MFSM
+0.94%
6M
Winner
IWMY
+10.65%
MFSM
+2.42%
1Y
Winner
IWMY
+21.28%
MFSM
+6.73%
Max(CAGR)
Winner
IWMY
+15.48%
MFSM
+3.75%
IWMY vs MFSM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IWMY | MFSM |
|---|---|---|
| 2026 | +12.77% | +1.80% |
| 2025 | +9.70% | +5.20% |
| 2024 | +6.48% | -1.30% |
| 2023 | +9.69% | N/A |
IWMY vs MFSM Drawdown Comparison
The maximum drawdown for IWMY was -18.59%, occurring on Apr 10, 2025. Recovery took 93 trading sessions.
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current IWMY drawdown is -0.13%. The current MFSM drawdown is -0.45%.
| Rank | IWMY | MFSM |
|---|---|---|
| #1 | -18.59% Feb 18, 2025 - Jul 2, 2025 | -3.86% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -11.53% Jan 22, 2026 - Apr 17, 2026 | -2.65% Feb 26, 2026 - Mar 26, 2026 |
| #3 | -7.72% Oct 6, 2025 - Jan 15, 2026 | -2.10% Dec 9, 2024 - Feb 25, 2025 |
| #4 | -7.07% Jul 31, 2024 - Sep 19, 2024 | -0.40% Jan 15, 2026 - Jan 26, 2026 |
| #5 | -6.50% Nov 11, 2024 - Feb 18, 2025 | -0.32% Nov 11, 2025 - Nov 28, 2025 |
| #6 | -5.26% Dec 27, 2023 - Mar 21, 2024 | -0.26% Nov 28, 2025 - Dec 18, 2025 |
| #7 | -4.71% Mar 28, 2024 - May 14, 2024 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -4.65% May 6, 2026 - May 26, 2026 | -0.22% Sep 15, 2025 - Oct 1, 2025 |
| #9 | -3.58% May 20, 2024 - Jul 11, 2024 | -0.18% Sep 8, 2025 - Sep 10, 2025 |
| #10 | -3.49% Jun 4, 2026 - Jun 5, 2026 | -0.17% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -3.36% Oct 17, 2024 - Nov 6, 2024 | -0.12% Jan 7, 2026 - Jan 9, 2026 |
| #12 | -3.04% Jul 23, 2025 - Aug 12, 2025 | -0.08% Sep 11, 2025 - Sep 15, 2025 |
| #13 | -2.76% Nov 3, 2023 - Nov 20, 2023 | -0.05% Oct 1, 2025 - Oct 6, 2025 |
| #14 | -2.36% Jul 16, 2024 - Jul 31, 2024 | -0.04% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -2.18% Jul 10, 2025 - Jul 23, 2025 | -0.04% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between IWMY and MFSM is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2023 - 2026)
IWMY vs MFSM dividend yield comparison.
| Year | IWMY | MFSM |
|---|---|---|
| 2026 | 13.22% | 1.43% |
| 2025 | 63.33% | 3.53% |
| 2024 | 107.92% | 0.23% |
| 2023 | 11.34% | 0.00% |
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