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MFM vs IFV

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

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

MFM vs IFV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

MFM vs IFV - Historical Returns

Returns include dividend reinvestment.

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

MFM vs IFV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

MFM vs IFV Drawdown Comparison

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

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

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

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

Correlation

Correlation between MFM and IFV 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)

MFM vs IFV dividend yield comparison.

YearMFMIFV
20262.23%0.03%
20255.08%1.95%
20244.65%2.31%
20234.12%2.88%
20224.85%3.79%
20214.34%1.04%
20204.70%1.53%
20194.71%2.91%
20185.91%1.86%
20175.62%1.43%
20165.72%1.10%
20155.76%1.52%
20146.04%0.21%
20137.08%0.00%
20126.31%0.00%
20117.09%0.00%
20107.86%0.00%
20097.32%0.00%
200811.29%0.00%
20076.82%0.00%
20065.82%0.00%
20056.93%0.00%
20047.10%0.00%
20037.04%0.00%
20027.38%0.00%
20016.92%0.00%
20003.01%0.00%

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