JUNW vs MFSG

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 JUN ETF (JUNW, ETF) and MFS ACTIVE GROWTH ETF (MFSG, ETF).

JUNW vs MFSG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JUNW(ETF)	MFSG(ETF)
Net Assets	$359M	$356M
Expense Ratio	0.74%	0.49%
Max Drawdown	8.57%	23.24%
Sharpe Ratio	0.84	0.44
5Y Beta	0.41	1.17
P/E Ratio	N/A	33.58
Forward P/E	N/A	24.99
PEG Ratio	N/A	0.46
5Y EPS CAGR	N/A	37.31%
P/S Ratio	N/A	6.36
P/B Ratio	N/A	9.49

Net Assets

Winner

JUNW

$359M

MFSG

$356M

Expense Ratio

JUNW

0.74%

Winner

MFSG

0.49%

Max Drawdown

Winner

JUNW

8.57%

MFSG

23.24%

Sharpe Ratio

Winner

JUNW

0.84

MFSG

0.44

5Y Beta

Winner

JUNW

0.41

MFSG

1.17

P/E Ratio

JUNW

N/A

MFSG

33.58

Forward P/E

JUNW

N/A

MFSG

24.99

PEG Ratio

JUNW

N/A

MFSG

0.46

5Y EPS CAGR

JUNW

N/A

MFSG

37.31%

P/S Ratio

JUNW

N/A

MFSG

6.36

P/B Ratio

JUNW

N/A

MFSG

9.49

JUNW vs MFSG - Historical Returns

Returns include dividend reinvestment.

Period	JUNW	MFSG
1 month	+0.32%	-1.82%
3 months	+0.76%	+3.60%
6 months	+2.66%	+6.39%
1 year	+7.38%	+10.22%
Max(CAGR)	+10.43%	+10.03%

Winner

JUNW

+0.32%

MFSG

-1.82%

JUNW

+0.76%

Winner

MFSG

+3.60%

JUNW

+2.66%

Winner

MFSG

+6.39%

JUNW

+7.38%

Winner

MFSG

+10.22%

Max(CAGR)

Winner

JUNW

+10.43%

MFSG

+10.03%

JUNW vs MFSG - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	JUNW	MFSG
2026	+3.03%	+4.88%
2025	+11.29%	+14.22%
2024	+11.33%	-2.74%
2023	+7.28%	N/A

JUNW vs MFSG Drawdown Comparison

The maximum drawdown for JUNW was -8.57%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

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

The current JUNW drawdown is -0.38%. The current MFSG drawdown is -3.48%.

Rank	JUNW	MFSG
#1	-8.57% Feb 19, 2025 - May 12, 2025	-23.24% Jan 23, 2025 - Jun 27, 2025
#2	-3.86% Sep 14, 2023 - Nov 14, 2023	-16.15% Oct 29, 2025 - Apr 27, 2026
#3	-3.54% Jul 16, 2024 - Aug 19, 2024	-6.21% Jun 1, 2026 - Jun 10, 2026
#4	-2.31% Feb 26, 2026 - Apr 8, 2026	-4.75% Dec 11, 2024 - Jan 22, 2025
#5	-1.92% Jun 2, 2026 - Jul 15, 2026	-3.12% Oct 9, 2025 - Oct 24, 2025
#6	-1.70% Aug 1, 2023 - Sep 14, 2023	-3.05% Aug 12, 2025 - Sep 15, 2025
#7	-1.69% Aug 30, 2024 - Sep 16, 2024	-2.83% May 14, 2026 - May 28, 2026
#8	-1.51% May 16, 2025 - May 27, 2025	-2.46% Sep 22, 2025 - Oct 9, 2025
#9	-1.13% Oct 28, 2025 - Nov 26, 2025	-2.39% Jul 31, 2025 - Aug 8, 2025
#10	-1.13% Dec 16, 2024 - Jan 15, 2025	-1.17% Jun 30, 2025 - Jul 3, 2025
#11	-0.74% Oct 29, 2024 - Nov 6, 2024	-1.06% Apr 27, 2026 - May 6, 2026
#12	-0.71% Oct 8, 2025 - Oct 20, 2025	-0.99% Dec 6, 2024 - Dec 11, 2024
#13	-0.66% Jul 15, 2026 - Jul 20, 2026	-0.85% Jul 21, 2025 - Jul 23, 2025
#14	-0.65% Jul 28, 2025 - Aug 8, 2025	-0.71% Sep 15, 2025 - Sep 18, 2025
#15	-0.62% Jun 15, 2023 - Jun 30, 2023	-0.50% Jul 3, 2025 - Jul 9, 2025