MFSG vs BKT

Comparison between MFS ACTIVE GROWTH ETF (MFSG, ETF) and BlackRock Income Trust Inc (BKT, ETF).

MFSG vs BKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSG(ETF)	BKT(ETF)
Net Assets	$356M	$357M
Expense Ratio	0.49%	N/A
Max Drawdown	23.24%	58.60%
Sharpe Ratio	0.44	-0.63
5Y Beta	1.17	0.13
P/E Ratio	33.58	N/A
Forward P/E	24.99	N/A
PEG Ratio	0.46	N/A
5Y Dividends CAGR	N/A	-1.41%
5Y EPS CAGR	37.31%	N/A
P/S Ratio	6.36	N/A
P/B Ratio	9.49	N/A

Net Assets

MFSG

$356M

Winner

BKT

$357M

Expense Ratio

MFSG

0.49%

BKT

N/A

Max Drawdown

Winner

MFSG

23.24%

BKT

58.60%

Sharpe Ratio

Winner

MFSG

0.44

BKT

-0.63

5Y Beta

MFSG

1.17

Winner

BKT

0.13

P/E Ratio

MFSG

33.58

BKT

N/A

Forward P/E

MFSG

24.99

BKT

N/A

PEG Ratio

MFSG

0.46

BKT

N/A

5Y Dividends CAGR

MFSG

N/A

BKT

-1.41%

5Y EPS CAGR

MFSG

37.31%

BKT

N/A

P/S Ratio

MFSG

6.36

BKT

N/A

P/B Ratio

MFSG

9.49

BKT

N/A

MFSG vs BKT - Historical Returns

Returns include dividend reinvestment.

Period	MFSG	BKT
1 month	-1.82%	+0.07%
3 months	+3.60%	-0.60%
6 months	+6.39%	-1.38%
1 year	+10.22%	-1.10%
5 years(CAGR)	N/A	-3.21%
10 years(CAGR)	N/A	+1.02%
Max(CAGR)	+10.03%	+4.90%

MFSG

-1.82%

Winner

BKT

+0.07%

Winner

MFSG

+3.60%

BKT

-0.60%

Winner

MFSG

+6.39%

BKT

-1.38%

Winner

MFSG

+10.22%

BKT

-1.10%

5Y(CAGR)

MFSG

N/A

BKT

-3.21%

10Y(CAGR)

MFSG

N/A

BKT

+1.02%

Max(CAGR)

Winner

MFSG

+10.03%

BKT

+4.90%

MFSG vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MFSG	BKT
2026	+4.88%	-0.41%
2025	+14.22%	+5.44%
2024	-2.74%	+3.16%
2023	N/A	+6.18%
2022	N/A	-21.38%
2021	N/A	-0.61%
2020	N/A	+7.53%
2019	N/A	+14.49%
2018	N/A	-2.90%
2017	N/A	+3.55%
2016	N/A	+4.44%
2015	N/A	+5.24%
2014	N/A	+4.76%
2013	N/A	-6.90%
2012	N/A	+6.66%
2011	N/A	+13.47%
2010	N/A	+13.39%
2009	N/A	+11.73%
2008	N/A	+9.97%
2007	N/A	-3.72%
2006	N/A	+6.92%
2005	N/A	-9.55%
2004	N/A	+4.53%
2003	N/A	+2.71%
2002	N/A	+21.54%
2001	N/A	+19.11%
2000	N/A	+19.25%
1999	N/A	-5.16%

MFSG vs BKT Drawdown Comparison

The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current MFSG drawdown is -3.48%. The current BKT drawdown is -17.97%.

Rank	MFSG	BKT
#1	-23.24% Jan 23, 2025 - Jun 27, 2025	-35.71% Sep 15, 2021 - Oct 26, 2023
#2	-16.15% Oct 29, 2025 - Apr 27, 2026	-19.22% May 25, 2005 - May 12, 2008
#3	-6.21% Jun 1, 2026 - Jun 10, 2026	-19.03% Mar 17, 2004 - Sep 20, 2004
#4	-4.75% Dec 11, 2024 - Jan 22, 2025	-17.21% May 12, 2008 - Jan 5, 2009
#5	-3.12% Oct 9, 2025 - Oct 24, 2025	-17.19% Jun 12, 2003 - Feb 13, 2004
#6	-3.05% Aug 12, 2025 - Sep 15, 2025	-13.39% Oct 12, 2012 - Oct 6, 2015
#7	-2.83% May 14, 2026 - May 28, 2026	-10.90% Nov 5, 1999 - Jun 30, 2000
#8	-2.46% Sep 22, 2025 - Oct 9, 2025	-10.45% Feb 24, 2020 - May 12, 2020
#9	-2.39% Jul 31, 2025 - Aug 8, 2025	-7.48% Sep 13, 2017 - Feb 6, 2019
#10	-1.17% Jun 30, 2025 - Jul 3, 2025	-6.96% Nov 23, 2004 - Jan 27, 2005
#11	-1.06% Apr 27, 2026 - May 6, 2026	-6.87% Oct 14, 2002 - Dec 26, 2002
#12	-0.99% Dec 6, 2024 - Dec 11, 2024	-6.72% Feb 2, 2009 - May 18, 2009
#13	-0.85% Jul 21, 2025 - Jul 23, 2025	-6.70% Aug 23, 2001 - Oct 1, 2001
#14	-0.71% Sep 15, 2025 - Sep 18, 2025	-6.41% Oct 8, 2001 - Jan 15, 2002
#15	-0.50% Jul 3, 2025 - Jul 9, 2025	-6.03% Jul 15, 2002 - Aug 5, 2002

Correlation

Correlation between MFSG and BKT is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.46

-101

Dividend Comparison (2000 - 2026)

MFSG vs BKT dividend yield comparison.

Year	MFSG	BKT
2026	0.00%	5.95%
2025	0.08%	9.53%
2024	0.00%	9.19%
2023	0.00%	8.69%
2022	0.00%	8.35%
2021	0.00%	7.31%
2020	0.00%	6.80%
2019	0.00%	6.82%
2018	0.00%	6.48%
2017	0.00%	5.16%
2016	0.00%	5.10%
2015	0.00%	5.90%
2014	0.00%	6.60%
2013	0.00%	7.12%
2012	0.00%	6.61%
2011	0.00%	5.54%
2010	0.00%	4.28%
2009	0.00%	4.53%
2008	0.00%	4.90%
2007	0.00%	6.49%
2006	0.00%	6.80%
2005	0.00%	8.47%
2004	0.00%	8.51%
2003	0.00%	8.17%
2002	0.00%	12.51%
2001	0.00%	7.64%
2000	0.00%	4.29%