MFSB vs SFTX
Comparison between MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF) and Horizon International Managed Risk ETF (SFTX, ETF).
MFSB vs SFTX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSB
$424M
Winner
SFTX
$424M
Expense Ratio
Winner
MFSB
0.34%
SFTX
0.82%
Max Drawdown
Winner
MFSB
3.55%
SFTX
12.75%
Sharpe Ratio
MFSB
0.47
Winner
SFTX
1.82
5Y Beta
Winner
MFSB
0.06
SFTX
1.33
MFSB vs SFTX - Holdings Comparison
MFSB and SFTX have 1 common holdings. Overlap is -0.07%
MFSB's top 25 holdings weight is 30.10%. SFTX's top 25 holdings weight is 34.88%.
| Rank | MFSB | SFTX |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.625% (n/a) - 11.52% | n/a (n/a) - 4.46% |
| #2 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 3.22% | ASML HOLDING NV (n/a) - 4.02% |
| #3 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 2.56% | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.76% |
| #4 | SSC GOVERNMENT MM GVMXX (n/a) - 1.99% | SK HYNIX INC (n/a) - 2.23% |
| #5 | UNITED STATES TREASURY BONDS 4.875% (n/a) - 0.95% | THE TORONTO-DOMINION BANK (n/a) - 1.68% |
| #6 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 0.94% | SHELL PLC (n/a) - 1.53% |
| #7 | UNITED STATES TREASURY BONDS 4.25% (n/a) - 0.58% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.40% |
| #8 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.56% | TOTALENERGIES SE (TTE:XPAR) - 1.29% |
| #9 | n/a (n/a) - 0.54% | TOKYO ELECTRON LTD (n/a) - 1.23% |
| #10 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 6.1373% (n/a) - 0.52% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.07% |
| #11 | BOSTON PROPERTIES LP 5.75% (n/a) - 0.52% | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.06% |
| #12 | n/a (n/a) - 0.49% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.01% |
| #13 | MORGAN STANLEY 5.664% (n/a) - 0.48% | ADVANTEST CORP (n/a) - 1.00% |
| #14 | JPMORGAN CHASE & CO. 4.946% (n/a) - 0.48% | ROYAL BANK OF CANADA (RY) - 1.00% |
| #15 | ELMWOOD CLO LTD 2021-8R 5.44041% (n/a) - 0.47% | ISHARES MSCI INDIA ETF (INDA) - 0.97% |
| #16 | BOEING CO. 6.528% (n/a) - 0.47% | SOFTBANK GROUP CORP (n/a) - 0.95% |
| #17 | BAIN CAPITAL CREDIT CLO 2019-1 5.27523% (n/a) - 0.47% | ASTRAZENECA PLC (AZN) - 0.91% |
| #18 | LOANCORE 2025-CRE9 ISSUER LLC 5.32506% (n/a) - 0.47% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.87% |
| #19 | JEFFERIES FINANCIAL GROUP INC 5.5% (n/a) - 0.46% | AGNICO EAGLE MINES LTD (AEM) - 0.84% |
| #20 | n/a (n/a) - 0.46% | BARRICK MINING CORP (n/a) - 0.81% |
| #21 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.46% | ALLIANZ SE (n/a) - 0.80% |
| #22 | SANTOS FINANCE LTD. 5.75% (n/a) - 0.43% | ABB LTD (n/a) - 0.80% |
| #23 | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.39% | MURATA MANUFACTURING CO LTD (n/a) - 0.74% |
| #24 | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.35% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.74% |
| #25 | QUIKRETE HOLDINGS INC 6.375% (n/a) - 0.32% | INVESTOR AB CLASS B (n/a) - 0.71% |
| Total Holdings | 260 | 298 |
MFSB vs SFTX - Historical Returns
Returns include dividend reinvestment.
1M
MFSB
+0.91%
Winner
SFTX
+4.36%
3M
MFSB
+1.20%
Winner
SFTX
+17.70%
6M
MFSB
+1.07%
Winner
SFTX
+24.03%
1Y
MFSB
+5.08%
SFTX
N/A
Max(CAGR)
MFSB
+4.28%
Winner
SFTX
+51.20%
MFSB vs SFTX - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MFSB | SFTX |
|---|---|---|
| 2026 | +0.94% | +21.06% |
| 2025 | +7.80% | +1.61% |
| 2024 | -1.50% | N/A |
MFSB vs SFTX Drawdown Comparison
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The maximum drawdown for SFTX was -12.75%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current MFSB drawdown is -0.98%.
| Rank | MFSB | SFTX |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -12.75% Feb 25, 2026 - May 5, 2026 |
| #2 | -2.76% Apr 4, 2025 - Jun 20, 2025 | -5.21% Jun 4, 2026 - Jun 15, 2026 |
| #3 | -2.71% Feb 27, 2026 - Mar 27, 2026 | -4.27% May 14, 2026 - Jun 1, 2026 |
| #4 | -0.98% Oct 28, 2025 - Nov 26, 2025 | -3.14% Jan 29, 2026 - Feb 9, 2026 |
| #5 | -0.98% Jun 30, 2025 - Jul 29, 2025 | -2.33% Dec 11, 2025 - Dec 23, 2025 |
| #6 | -0.98% Mar 3, 2025 - Apr 1, 2025 | -2.19% May 11, 2026 - May 14, 2026 |
| #7 | -0.79% Nov 26, 2025 - Jan 14, 2026 | -1.80% Jan 15, 2026 - Jan 22, 2026 |
| #8 | -0.67% Jan 14, 2026 - Feb 5, 2026 | -1.49% May 6, 2026 - May 8, 2026 |
| #9 | -0.61% Sep 16, 2025 - Oct 13, 2025 | -1.29% Feb 11, 2026 - Feb 20, 2026 |
| #10 | -0.49% Aug 13, 2025 - Aug 27, 2025 | -1.12% Jun 15, 2026 - Jun 18, 2026 |
| #11 | -0.35% Jul 29, 2025 - Aug 1, 2025 | -1.09% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -0.27% Aug 5, 2025 - Aug 13, 2025 | -0.69% Dec 26, 2025 - Jan 2, 2026 |
| #13 | -0.26% Jun 26, 2025 - Jun 30, 2025 | -0.29% Jun 2, 2026 - Jun 4, 2026 |
| #14 | -0.20% Feb 17, 2026 - Feb 23, 2026 | -0.23% Jan 12, 2026 - Jan 14, 2026 |
| #15 | -0.16% Feb 26, 2025 - Feb 28, 2025 | -0.14% Dec 5, 2025 - Dec 10, 2025 |
Correlation
Correlation between MFSB and SFTX is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2024 - 2026)
MFSB vs SFTX dividend yield comparison.
| Year | MFSB | SFTX |
|---|---|---|
| 2026 | 1.89% | 0.00% |
| 2025 | 4.58% | 0.25% |
| 2024 | 0.37% | 0.00% |
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