MFSB vs XFIV
Comparison between MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF) and BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF).
MFSB vs XFIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSB
$424M
XFIV
$424M
Expense Ratio
MFSB
0.34%
Winner
XFIV
0.05%
Max Drawdown
Winner
MFSB
3.55%
XFIV
7.83%
Sharpe Ratio
Winner
MFSB
0.47
XFIV
-0.23
5Y Beta
MFSB
0.06
Winner
XFIV
-0.01
MFSB vs XFIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFSB
+0.91%
XFIV
+0.19%
3M
Winner
MFSB
+1.20%
XFIV
-0.36%
6M
Winner
MFSB
+1.07%
XFIV
-0.55%
1Y
Winner
MFSB
+5.08%
XFIV
+2.51%
Max(CAGR)
Winner
MFSB
+4.28%
XFIV
+3.18%
MFSB vs XFIV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MFSB | XFIV |
|---|---|---|
| 2026 | +0.94% | -0.58% |
| 2025 | +7.80% | +7.47% |
| 2024 | -1.50% | +1.82% |
| 2023 | N/A | +4.07% |
| 2022 | N/A | -0.57% |
MFSB vs XFIV Drawdown Comparison
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.
The current MFSB drawdown is -0.98%. The current XFIV drawdown is -2.27%.
| Rank | MFSB | XFIV |
|---|---|---|
| #1 | -3.20% Dec 6, 2024 - Feb 25, 2025 | -6.38% May 4, 2023 - Dec 27, 2023 |
| #2 | -2.76% Apr 4, 2025 - Jun 20, 2025 | -4.47% Sep 16, 2024 - Apr 3, 2025 |
| #3 | -2.71% Feb 27, 2026 - Mar 27, 2026 | -3.89% Jan 18, 2023 - Mar 17, 2023 |
| #4 | -0.98% Oct 28, 2025 - Nov 26, 2025 | -3.71% Sep 16, 2022 - Dec 1, 2022 |
| #5 | -0.98% Jun 30, 2025 - Jul 29, 2025 | -3.50% Feb 1, 2024 - Jul 11, 2024 |
| #6 | -0.98% Mar 3, 2025 - Apr 1, 2025 | -2.90% Feb 27, 2026 - May 19, 2026 |
| #7 | -0.79% Nov 26, 2025 - Jan 14, 2026 | -2.11% Apr 4, 2025 - Apr 30, 2025 |
| #8 | -0.67% Jan 14, 2026 - Feb 5, 2026 | -1.99% Apr 30, 2025 - Jun 25, 2025 |
| #9 | -0.61% Sep 16, 2025 - Oct 13, 2025 | -1.73% Dec 15, 2022 - Jan 9, 2023 |
| #10 | -0.49% Aug 13, 2025 - Aug 27, 2025 | -1.57% Apr 6, 2023 - May 3, 2023 |
| #11 | -0.35% Jul 29, 2025 - Aug 1, 2025 | -1.22% Mar 23, 2023 - Apr 4, 2023 |
| #12 | -0.27% Aug 5, 2025 - Aug 13, 2025 | -1.19% Mar 17, 2023 - Mar 23, 2023 |
| #13 | -0.26% Jun 26, 2025 - Jun 30, 2025 | -1.19% Dec 27, 2023 - Feb 1, 2024 |
| #14 | -0.20% Feb 17, 2026 - Feb 23, 2026 | -1.07% Jun 30, 2025 - Aug 1, 2025 |
| #15 | -0.16% Feb 26, 2025 - Feb 28, 2025 | -1.00% Aug 5, 2024 - Aug 21, 2024 |
Correlation
Correlation between MFSB and XFIV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
MFSB vs XFIV dividend yield comparison.
| Year | MFSB | XFIV |
|---|---|---|
| 2026 | 1.89% | 1.62% |
| 2025 | 4.58% | 4.05% |
| 2024 | 0.37% | 3.92% |
| 2023 | 0.00% | 3.63% |
| 2022 | 0.00% | 1.06% |
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