MFSB vs SHYD
Comparison between MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF) and VANECK SHORT HIGH YIELD MUNI ETF (SHYD, ETF).
MFSB vs SHYD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSB
$424M
Winner
SHYD
$425M
Expense Ratio
MFSB
0.34%
Winner
SHYD
0.32%
Max Drawdown
Winner
MFSB
3.55%
SHYD
31.57%
Sharpe Ratio
Winner
MFSB
0.47
SHYD
0.41
5Y Beta
MFSB
0.06
Winner
SHYD
0.02
5Y Dividends CAGR
MFSB
N/A
SHYD
1.51%
MFSB vs SHYD - Historical Returns
Returns include dividend reinvestment.
1M
MFSB
+0.91%
Winner
SHYD
+1.59%
3M
MFSB
+1.20%
Winner
SHYD
+1.72%
6M
MFSB
+1.07%
Winner
SHYD
+1.40%
1Y
Winner
MFSB
+5.08%
SHYD
+4.98%
5Y(CAGR)
MFSB
N/A
SHYD
+0.92%
10Y(CAGR)
MFSB
N/A
SHYD
+2.06%
Max(CAGR)
Winner
MFSB
+4.28%
SHYD
+2.31%
MFSB vs SHYD - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | MFSB | SHYD |
|---|---|---|
| 2026 | +0.94% | +1.45% |
| 2025 | +7.80% | +5.44% |
| 2024 | -1.50% | +4.61% |
| 2023 | N/A | +2.21% |
| 2022 | N/A | -9.01% |
| 2021 | N/A | +4.25% |
| 2020 | N/A | +1.41% |
| 2019 | N/A | +7.35% |
| 2018 | N/A | +3.34% |
| 2017 | N/A | +5.07% |
| 2016 | N/A | -0.59% |
| 2015 | N/A | -0.32% |
| 2014 | N/A | +4.55% |
MFSB vs SHYD Drawdown Comparison
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The maximum drawdown for SHYD was -31.22%, occurring on Mar 19, 2020. Recovery took 225 trading sessions.
The current MFSB drawdown is -0.98%.
| Rank | MFSB | SHYD |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -31.22% Feb 27, 2020 - Jan 19, 2021 |
| #2 | -2.76% Apr 4, 2025 - Jun 20, 2025 | -13.32% Aug 4, 2021 - Aug 15, 2025 |
| #3 | -2.71% Feb 27, 2026 - Mar 27, 2026 | -7.97% Aug 24, 2016 - Sep 5, 2017 |
| #4 | -0.98% Oct 28, 2025 - Nov 26, 2025 | -4.24% Feb 4, 2015 - Mar 7, 2016 |
| #5 | -0.98% Jun 30, 2025 - Jul 29, 2025 | -2.17% Feb 26, 2026 - Jun 16, 2026 |
| #6 | -0.98% Mar 3, 2025 - Apr 1, 2025 | -2.00% Jun 25, 2014 - Sep 23, 2014 |
| #7 | -0.79% Nov 26, 2025 - Jan 14, 2026 | -1.96% Aug 22, 2018 - Jan 2, 2019 |
| #8 | -0.67% Jan 14, 2026 - Feb 5, 2026 | -1.74% Feb 8, 2021 - May 6, 2021 |
| #9 | -0.61% Sep 16, 2025 - Oct 13, 2025 | -1.18% Sep 5, 2017 - Apr 6, 2018 |
| #10 | -0.49% Aug 13, 2025 - Aug 27, 2025 | -1.03% Mar 12, 2014 - May 14, 2014 |
| #11 | -0.35% Jul 29, 2025 - Aug 1, 2025 | -0.99% Sep 4, 2019 - Nov 26, 2019 |
| #12 | -0.27% Aug 5, 2025 - Aug 13, 2025 | -0.90% Sep 17, 2025 - Nov 24, 2025 |
| #13 | -0.26% Jun 26, 2025 - Jun 30, 2025 | -0.74% Oct 15, 2014 - Oct 30, 2014 |
| #14 | -0.20% Feb 17, 2026 - Feb 23, 2026 | -0.69% Aug 15, 2025 - Sep 5, 2025 |
| #15 | -0.16% Feb 26, 2025 - Feb 28, 2025 | -0.59% Dec 10, 2014 - Dec 30, 2014 |
Correlation
Correlation between MFSB and SHYD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2014 - 2026)
MFSB vs SHYD dividend yield comparison.
| Year | MFSB | SHYD |
|---|---|---|
| 2026 | 1.89% | 1.44% |
| 2025 | 4.58% | 3.50% |
| 2024 | 0.37% | 3.16% |
| 2023 | 0.00% | 2.99% |
| 2022 | 0.00% | 2.66% |
| 2021 | 0.00% | 2.56% |
| 2020 | 0.00% | 3.05% |
| 2019 | 0.00% | 3.19% |
| 2018 | 0.00% | 3.17% |
| 2017 | 0.00% | 3.11% |
| 2016 | 0.00% | 2.97% |
| 2015 | 0.00% | 3.26% |
| 2014 | 0.00% | 2.90% |
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