MFSB vs SVOL
Comparison between MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF) and SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF).
MFSB vs SVOL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MFSB
$523M
SVOL
$523M
Expense Ratio
Winner
MFSB
0.34%
SVOL
0.66%
Max Drawdown
Winner
MFSB
3.91%
SVOL
50.81%
Sharpe Ratio
MFSB
-0.10
Winner
SVOL
0.68
5Y Beta
Winner
MFSB
0.06
SVOL
1.51
MFSB vs SVOL - Holdings Comparison
MFSB and SVOL have 1 common holdings. Overlap is -4.82%
MFSB's top 25 holdings weight is 30.36%. SVOL's top 25 holdings weight is 52.64%.
| Rank | MFSB | SVOL |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 4.625% (n/a) - 11.89% | SIMPLIFY US EQ PLUS MGD FUTS STGY ETF (CTAP) - 7.46% |
| #2 | UNITED STATES TREASURY NOTES 3.875% (n/a) - 3.60% | SIMPLIFY TREASURY OPTION INCOME ETF (BUCK) - 7.44% |
| #3 | SSC GOVERNMENT MM GVMXX (n/a) - 2.64% | SIMPLIFY MULTI-QIS ALTERNATIVE ETF (QIS) - 7.30% |
| #4 | UNITED STATES TREASURY NOTES 4.125% (n/a) - 2.16% | SIMPLIFY NATIONAL MUNI BOND ETF (NMB) - 7.14% |
| #5 | UNITED STATES TREASURY BONDS 4.5% (n/a) - 1.04% | SIMPLIFY NEXT INTANGIBLE CORE INDEX ETF (NXTI) - 5.65% |
| #6 | UNITED STATES TREASURY BONDS 4.875% (n/a) - 0.78% | SIMPLIFY AGGREGATE BOND ETF (AGGH) - 5.62% |
| #7 | BOSTON PROPERTIES LP 5.75% (n/a) - 0.57% | SIMPLIFY US EQUITY INCOME ETF (SPUC) - 5.31% |
| #8 | BANK OF AMERICA CORP. 5.744% (n/a) - 0.53% | SIMPLIFY TARGET 15 DISTRIBUTION ETF (XV) - 2.46% |
| #9 | n/a (n/a) - 0.49% | SIMPLIFY CHINA A SHARES PLUS INCOME ETF (CAS) - 2.15% |
| #10 | CIFC FUNDING 2024-I LTD 6.27921% (n/a) - 0.48% | CASH (n/a) - 0.89% |
| #11 | UNITED STATES TREASURY BONDS 4.25% (n/a) - 0.47% | SIMPLIFY PIPER SANDLER USSM-CPPLUSINCETF (LITL) - 0.60% |
| #12 | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.46% | TRS CTAP OBFR &125 082727 BULLET (n/a) - 0.29% |
| #13 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.45% | TRS SPUC OBFR &125 082727 BULLET (n/a) - 0.18% |
| #14 | n/a (n/a) - 0.45% | TRS SPUC SOFR &115 083127 BULLET (n/a) - 0.06% |
| #15 | BOEING CO. 6.528% (n/a) - 0.44% | VIX US 09/16/26 C70 INDEX (n/a) - 0.04% |
| #16 | JPMORGAN CHASE & CO. 4.946% (n/a) - 0.43% | TRS CTAP SOFR &115 083127 BULLET (n/a) - 0.04% |
| #17 | JEFFERIES FINANCIAL GROUP INC 5.5% (n/a) - 0.42% | SPXW US 08/20/26 C7920 INDEX (n/a) - 0.01% |
| #18 | MORGAN STANLEY 5.664% (n/a) - 0.42% | SPXW US 09/04/26 P6000 INDEX (n/a) - 0.00% |
| #19 | CHARLES SCHWAB CORP. (THE) 4.914% (n/a) - 0.41% | SPXW US 08/18/26 P6000 INDEX (n/a) - 0.00% |
| #20 | COREBRIDGE FINANCIAL INC. 5.75% (n/a) - 0.41% | SPXW US 08/17/26 P6000 INDEX (n/a) - 0.00% |
| #21 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 6.11674% (n/a) - 0.40% | SPXW US 08/26/26 P6000 INDEX (n/a) - 0.00% |
| #22 | SANTOS FINANCE LTD. 5.75% (n/a) - 0.40% | SPXW US 08/27/26 P6000 INDEX (n/a) - 0.00% |
| #23 | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.38% | SPXW US 08/28/26 P6000 INDEX (n/a) - 0.00% |
| #24 | POST HOLDINGS INC. 6.25% (n/a) - 0.32% | SPXW US 08/19/26 P6000 INDEX (n/a) - 0.00% |
| #25 | BRIXMOR OPERATING PARTNERSHIP LP 5.75% (n/a) - 0.32% | SPXW US 08/20/26 P6000 INDEX (n/a) - 0.00% |
| Total Holdings | 280 | 44 |
MFSB vs SVOL - Historical Returns
Returns include dividend reinvestment.
1M
MFSB
+0.88%
Winner
SVOL
+4.70%
3M
MFSB
+0.53%
Winner
SVOL
+7.17%
6M
MFSB
-0.59%
Winner
SVOL
+6.84%
1Y
MFSB
+3.51%
Winner
SVOL
+14.59%
5Y(CAGR)
MFSB
N/A
SVOL
+7.21%
Max(CAGR)
MFSB
+3.88%
Winner
SVOL
+8.61%
MFSB vs SVOL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MFSB | SVOL |
|---|---|---|
| 2026 | +1.01% | +6.15% |
| 2025 | +7.80% | +2.74% |
| 2024 | -1.50% | +6.52% |
| 2023 | N/A | +22.95% |
| 2022 | N/A | -5.04% |
| 2021 | N/A | +12.25% |
MFSB vs SVOL Drawdown Comparison
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The maximum drawdown for SVOL was -33.48%, occurring on Apr 8, 2025. Recovery took 351 trading sessions.
The current MFSB drawdown is -0.91%. The current SVOL drawdown is -0.54%.
| Rank | MFSB | SVOL |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -33.48% Feb 19, 2025 - Jul 15, 2026 |
| #2 | -2.76% Apr 4, 2025 - Jun 20, 2025 | -15.56% Jan 12, 2022 - May 8, 2023 |
| #3 | -2.71% Feb 27, 2026 - Mar 27, 2026 | -10.91% Jul 12, 2024 - Aug 15, 2024 |
| #4 | -0.98% Oct 28, 2025 - Nov 26, 2025 | -8.52% Nov 4, 2021 - Jan 4, 2022 |
| #5 | -0.98% Jun 30, 2025 - Jul 29, 2025 | -6.89% Dec 4, 2024 - Jan 23, 2025 |
| #6 | -0.98% Mar 3, 2025 - Apr 1, 2025 | -5.11% Jul 2, 2021 - Aug 10, 2021 |
| #7 | -0.79% Nov 26, 2025 - Jan 14, 2026 | -4.99% Sep 2, 2021 - Oct 14, 2021 |
| #8 | -0.67% Jan 14, 2026 - Feb 5, 2026 | -4.66% Aug 27, 2024 - Nov 13, 2024 |
| #9 | -0.61% Sep 16, 2025 - Oct 13, 2025 | -4.61% Sep 14, 2023 - Nov 6, 2023 |
| #10 | -0.49% Aug 13, 2025 - Aug 27, 2025 | -3.96% Jul 15, 2026 - Aug 10, 2026 |
| #11 | -0.35% Jul 29, 2025 - Aug 1, 2025 | -3.79% Mar 27, 2024 - May 3, 2024 |
| #12 | -0.27% Aug 5, 2025 - Aug 13, 2025 | -2.85% Jun 11, 2021 - Jun 24, 2021 |
| #13 | -0.26% Jun 26, 2025 - Jun 30, 2025 | -2.14% Jan 4, 2022 - Jan 12, 2022 |
| #14 | -0.20% Feb 17, 2026 - Feb 23, 2026 | -2.10% May 14, 2021 - May 26, 2021 |
| #15 | -0.16% Feb 26, 2025 - Feb 28, 2025 | -1.84% Aug 12, 2021 - Aug 27, 2021 |
Correlation
Correlation between MFSB and SVOL is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2021 - 2026)
MFSB vs SVOL dividend yield comparison.
| Year | MFSB | SVOL |
|---|---|---|
| 2026 | 2.68% | 12.14% |
| 2025 | 4.58% | 19.82% |
| 2024 | 0.37% | 16.79% |
| 2023 | 0.00% | 16.36% |
| 2022 | 0.00% | 18.32% |
| 2021 | 0.00% | 4.65% |
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