LRND vs MFSG
Comparison between NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF) and MFS ACTIVE GROWTH ETF (MFSG, ETF).
LRND vs MFSG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LRND
$344M
MFSG
$344M
Expense Ratio
Winner
LRND
0.14%
MFSG
0.49%
Max Drawdown
LRND
25.97%
Winner
MFSG
23.24%
Sharpe Ratio
Winner
LRND
1.29
MFSG
0.76
5Y Beta
Winner
LRND
1.09
MFSG
1.16
P/E Ratio
LRND
33.42
Winner
MFSG
32.35
Forward P/E
Winner
LRND
25.81
MFSG
25.90
PEG Ratio
Winner
LRND
0.31
MFSG
0.46
5Y EPS CAGR
LRND
36.89%
Winner
MFSG
37.88%
Debt to Equity
LRND
44.98%
MFSG
N/A
P/S Ratio
LRND
8.54
Winner
MFSG
6.31
P/B Ratio
LRND
11.66
Winner
MFSG
9.58
LRND vs MFSG - Holdings Comparison
LRND and MFSG have 16 common holdings. Overlap is 56.37%
LRND's top 25 holdings weight is 83.14%. MFSG's top 25 holdings weight is 79.39%.
| Rank | LRND | MFSG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.09% | NVIDIA CORP (NVDA) - 14.34% |
| #2 | APPLE INC (AAPL) - 13.53% | APPLE INC (AAPL) - 9.96% |
| #3 | MICROSOFT CORP (MSFT) - 10.09% | MICROSOFT CORP (MSFT) - 8.32% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 8.71% | ALPHABET INC CLASS A (GOOGL) - 8.06% |
| #5 | ELI LILLY AND CO (LLY) - 5.22% | AMAZON.COM INC (AMZN) - 6.31% |
| #6 | BROADCOM INC (AVGO) - 4.81% | BROADCOM INC (AVGO) - 4.43% |
| #7 | AMAZON.COM INC (AMZN) - 4.10% | VISA INC CLASS A (V) - 2.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.74% | GE VERNOVA INC (GEV) - 2.60% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.88% | META PLATFORMS INC CLASS A (META) - 2.09% |
| #10 | LAM RESEARCH CORP (LRCX) - 1.56% | WESTERN DIGITAL CORP (WDC) - 2.06% |
| #11 | APPLIED MATERIALS INC (AMAT) - 1.45% | KLA CORP (KLAC) - 1.92% |
| #12 | PEPSICO INC (PEP) - 1.04% | LAM RESEARCH CORP (LRCX) - 1.81% |
| #13 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 1.01% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.77% |
| #14 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.98% | ARISTA NETWORKS INC (ANET) - 1.35% |
| #15 | FIDELITY MSCI INFORMATION TECH ETF (FTEC) - 0.98% | AMPHENOL CORP CLASS A (APH) - 1.30% |
| #16 | QUALCOMM INC (QCOM) - 0.96% | WATERS CORP (WAT) - 1.26% |
| #17 | AMGEN INC (AMGN) - 0.95% | TJX COMPANIES INC (TJX) - 1.16% |
| #18 | MARVELL TECHNOLOGY INC (MRVL) - 0.95% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% |
| #19 | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 0.89% | MORGAN STANLEY (MS) - 1.12% |
| #20 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 0.89% | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.97% |
| #21 | PALO ALTO NETWORKS INC (PANW) - 0.89% | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.97% |
| #22 | FIDELITY MSCI CONSUMER DISCRET ETF (FDIS) - 0.89% | GILEAD SCIENCES INC (GILD) - 0.95% |
| #23 | EATON CORP PLC (ETN) - 0.87% | LINDE PLC (LIN) - 0.94% |
| #24 | DEERE & CO (DE) - 0.84% | AMETEK INC (AME) - 0.94% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.82% | EATON CORP PLC (ETN) - 0.91% |
| Total Holdings | 109 | 60 |
LRND vs MFSG - Historical Returns
Returns include dividend reinvestment.
1M
LRND
-0.63%
Winner
MFSG
+1.61%
3M
LRND
+14.42%
Winner
MFSG
+15.01%
6M
Winner
LRND
+9.97%
MFSG
+9.11%
1Y
Winner
LRND
+26.50%
MFSG
+19.59%
5Y(CAGR)
LRND
+15.21%
MFSG
N/A
Max(CAGR)
Winner
LRND
+15.21%
MFSG
+12.49%
LRND vs MFSG - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | LRND | MFSG |
|---|---|---|
| 2026 | +9.02% | +7.49% |
| 2025 | +20.44% | +14.22% |
| 2024 | +22.47% | -2.74% |
| 2023 | +43.76% | N/A |
| 2022 | -19.33% | N/A |
LRND vs MFSG Drawdown Comparison
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current LRND drawdown is -3.99%. The current MFSG drawdown is -1.07%.
| Rank | LRND | MFSG |
|---|---|---|
| #1 | -25.44% Mar 29, 2022 - Jun 13, 2023 | -23.24% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -21.06% Feb 19, 2025 - Jun 26, 2025 | -16.15% Oct 29, 2025 - Apr 27, 2026 |
| #3 | -13.83% Oct 29, 2025 - Apr 17, 2026 | -6.21% Jun 1, 2026 - Jun 10, 2026 |
| #4 | -11.98% Jul 10, 2024 - Nov 6, 2024 | -4.75% Dec 11, 2024 - Jan 22, 2025 |
| #5 | -9.75% Jul 28, 2023 - Nov 20, 2023 | -3.12% Oct 9, 2025 - Oct 24, 2025 |
| #6 | -9.20% Feb 9, 2022 - Mar 28, 2022 | -3.05% Aug 12, 2025 - Sep 15, 2025 |
| #7 | -6.75% Jun 2, 2026 - Jun 10, 2026 | -2.83% May 14, 2026 - May 28, 2026 |
| #8 | -6.06% Mar 28, 2024 - May 15, 2024 | -2.46% Sep 22, 2025 - Oct 9, 2025 |
| #9 | -4.51% Dec 16, 2024 - Jan 23, 2025 | -2.39% Jul 31, 2025 - Aug 8, 2025 |
| #10 | -4.01% Nov 7, 2024 - Dec 4, 2024 | -1.17% Jun 30, 2025 - Jul 3, 2025 |
| #11 | -3.14% Jun 15, 2023 - Jul 13, 2023 | -1.06% Apr 27, 2026 - May 6, 2026 |
| #12 | -2.90% Oct 9, 2025 - Oct 24, 2025 | -0.99% Dec 6, 2024 - Dec 11, 2024 |
| #13 | -2.74% Jul 24, 2025 - Aug 12, 2025 | -0.85% Jul 21, 2025 - Jul 23, 2025 |
| #14 | -2.46% Sep 22, 2025 - Oct 6, 2025 | -0.71% Sep 15, 2025 - Sep 18, 2025 |
| #15 | -2.33% May 14, 2026 - May 28, 2026 | -0.50% Jul 3, 2025 - Jul 9, 2025 |
Correlation
Correlation between LRND and MFSG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
LRND vs MFSG dividend yield comparison.
| Year | LRND | MFSG |
|---|---|---|
| 2026 | 0.09% | 0.00% |
| 2025 | 0.67% | 0.08% |
| 2024 | 0.97% | 0.00% |
| 2023 | 1.22% | 0.00% |
| 2022 | 1.32% | 0.00% |
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