LFGY vs MFSM

Comparison between YIELDMAX(R) CRYPTO INDUSTRY & TECH PORTFOLIO OPTION INCOME ETF (LFGY, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).

LFGY vs MFSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LFGY(ETF)	MFSM(ETF)
Net Assets	$101M	$101M
Expense Ratio	1.02%	0.34%
Max Drawdown	65.03%	4.60%
Sharpe Ratio	-0.06	1.01
5Y Beta	1.66	0.04
P/E Ratio	-14.43	N/A
Forward P/E	19.76	N/A
Debt to Equity	82.00%	N/A
P/S Ratio	5.83	N/A
P/B Ratio	2.79	N/A

Net Assets

LFGY

$101M

MFSM

$101M

Expense Ratio

LFGY

1.02%

Winner

MFSM

0.34%

Max Drawdown

LFGY

65.03%

Winner

MFSM

4.60%

Sharpe Ratio

LFGY

-0.06

Winner

MFSM

1.01

5Y Beta

LFGY

1.66

Winner

MFSM

0.04

P/E Ratio

LFGY

-14.43

MFSM

N/A

Forward P/E

LFGY

19.76

MFSM

N/A

Debt to Equity

LFGY

82.00%

MFSM

N/A

P/S Ratio

LFGY

5.83

MFSM

N/A

P/B Ratio

LFGY

2.79

MFSM

N/A

LFGY vs MFSM - Historical Returns

Returns include dividend reinvestment.

Period	LFGY	MFSM
1 month	-4.51%	-0.72%
3 months	+3.72%	+0.03%
6 months	+6.35%	+0.81%
1 year	-4.53%	+6.32%
Max(CAGR)	+2.74%	+3.21%

LFGY

-4.51%

Winner

MFSM

-0.72%

Winner

LFGY

+3.72%

MFSM

+0.03%

Winner

LFGY

+6.35%

MFSM

+0.81%

LFGY

-4.53%

Winner

MFSM

+6.32%

Max(CAGR)

LFGY

+2.74%

Winner

MFSM

+3.21%

LFGY vs MFSM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LFGY	MFSM
2026	+8.80%	+1.33%
2025	-8.07%	+5.20%
2024	N/A	-1.30%

LFGY vs MFSM Drawdown Comparison

The maximum drawdown for LFGY was -35.83%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.

The current LFGY drawdown is -13.34%. The current MFSM drawdown is -1.16%.

Rank	LFGY	MFSM
#1	-35.83% Oct 15, 2025 - Feb 5, 2026	-3.86% Mar 3, 2025 - Sep 5, 2025
#2	-34.64% Jan 24, 2025 - Jul 2, 2025	-2.65% Feb 26, 2026 - Jun 26, 2026
#3	-11.25% Jul 17, 2025 - Sep 18, 2025	-2.10% Dec 9, 2024 - Feb 25, 2025
#4	-4.08% Oct 9, 2025 - Oct 15, 2025	-1.16% Jul 6, 2026 - Jul 21, 2026
#5	-3.16% Sep 22, 2025 - Sep 29, 2025	-0.40% Jan 15, 2026 - Jan 26, 2026
#6	-2.54% Jul 3, 2025 - Jul 16, 2025	-0.32% Nov 11, 2025 - Nov 28, 2025
#7	-0.99% Oct 6, 2025 - Oct 8, 2025	-0.26% Nov 28, 2025 - Dec 18, 2025
#8	-0.70% Jan 17, 2025 - Jan 24, 2025	-0.24% Oct 27, 2025 - Nov 11, 2025
#9	-0.54% Sep 18, 2025 - Sep 22, 2025	-0.22% Sep 15, 2025 - Oct 1, 2025
#10	-0.05% Sep 29, 2025 - Oct 1, 2025	-0.18% Sep 8, 2025 - Sep 10, 2025
#11	N/A	-0.17% Dec 18, 2025 - Dec 24, 2025
#12	N/A	-0.14% Jun 29, 2026 - Jul 6, 2026
#13	N/A	-0.12% Jan 7, 2026 - Jan 9, 2026
#14	N/A	-0.08% Sep 11, 2025 - Sep 15, 2025
#15	N/A	-0.05% Oct 1, 2025 - Oct 6, 2025