MFSG vs LRND
Comparison between MFS ACTIVE GROWTH ETF (MFSG, ETF) and NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF).
MFSG vs LRND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSG
$344M
Winner
LRND
$344M
Expense Ratio
MFSG
0.49%
Winner
LRND
0.14%
Max Drawdown
Winner
MFSG
23.24%
LRND
25.97%
Sharpe Ratio
MFSG
0.76
Winner
LRND
1.29
5Y Beta
MFSG
1.16
Winner
LRND
1.09
P/E Ratio
Winner
MFSG
32.35
LRND
33.42
Forward P/E
MFSG
25.90
Winner
LRND
25.81
PEG Ratio
MFSG
0.46
Winner
LRND
0.31
5Y EPS CAGR
Winner
MFSG
37.88%
LRND
36.89%
Debt to Equity
MFSG
N/A
LRND
44.98%
P/S Ratio
Winner
MFSG
6.31
LRND
8.54
P/B Ratio
Winner
MFSG
9.58
LRND
11.66
MFSG vs LRND - Holdings Comparison
MFSG and LRND have 16 common holdings. Overlap is 56.37%
MFSG's top 25 holdings weight is 79.39%. LRND's top 25 holdings weight is 83.14%.
| Rank | MFSG | LRND |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.34% | NVIDIA CORP (NVDA) - 15.09% |
| #2 | APPLE INC (AAPL) - 9.96% | APPLE INC (AAPL) - 13.53% |
| #3 | MICROSOFT CORP (MSFT) - 8.32% | MICROSOFT CORP (MSFT) - 10.09% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 8.06% | ALPHABET INC CLASS A (GOOGL) - 8.71% |
| #5 | AMAZON.COM INC (AMZN) - 6.31% | ELI LILLY AND CO (LLY) - 5.22% |
| #6 | BROADCOM INC (AVGO) - 4.43% | BROADCOM INC (AVGO) - 4.81% |
| #7 | VISA INC CLASS A (V) - 2.72% | AMAZON.COM INC (AMZN) - 4.10% |
| #8 | GE VERNOVA INC (GEV) - 2.60% | META PLATFORMS INC CLASS A (META) - 3.74% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.09% | CISCO SYSTEMS INC (CSCO) - 1.88% |
| #10 | WESTERN DIGITAL CORP (WDC) - 2.06% | LAM RESEARCH CORP (LRCX) - 1.56% |
| #11 | KLA CORP (KLAC) - 1.92% | APPLIED MATERIALS INC (AMAT) - 1.45% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.81% | PEPSICO INC (PEP) - 1.04% |
| #13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.77% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 1.01% |
| #14 | ARISTA NETWORKS INC (ANET) - 1.35% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.98% |
| #15 | AMPHENOL CORP CLASS A (APH) - 1.30% | FIDELITY MSCI INFORMATION TECH ETF (FTEC) - 0.98% |
| #16 | WATERS CORP (WAT) - 1.26% | QUALCOMM INC (QCOM) - 0.96% |
| #17 | TJX COMPANIES INC (TJX) - 1.16% | AMGEN INC (AMGN) - 0.95% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% | MARVELL TECHNOLOGY INC (MRVL) - 0.95% |
| #19 | MORGAN STANLEY (MS) - 1.12% | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 0.89% |
| #20 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.97% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 0.89% |
| #21 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.97% | PALO ALTO NETWORKS INC (PANW) - 0.89% |
| #22 | GILEAD SCIENCES INC (GILD) - 0.95% | FIDELITY MSCI CONSUMER DISCRET ETF (FDIS) - 0.89% |
| #23 | LINDE PLC (LIN) - 0.94% | EATON CORP PLC (ETN) - 0.87% |
| #24 | AMETEK INC (AME) - 0.94% | DEERE & CO (DE) - 0.84% |
| #25 | EATON CORP PLC (ETN) - 0.91% | ARISTA NETWORKS INC (ANET) - 0.82% |
| Total Holdings | 60 | 109 |
MFSG vs LRND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFSG
+1.61%
LRND
-0.63%
3M
Winner
MFSG
+15.01%
LRND
+14.42%
6M
MFSG
+9.11%
Winner
LRND
+9.97%
1Y
MFSG
+19.59%
Winner
LRND
+26.50%
5Y(CAGR)
MFSG
N/A
LRND
+15.21%
Max(CAGR)
MFSG
+12.49%
Winner
LRND
+15.21%
MFSG vs LRND - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MFSG | LRND |
|---|---|---|
| 2026 | +7.49% | +9.02% |
| 2025 | +14.22% | +20.44% |
| 2024 | -2.74% | +22.47% |
| 2023 | N/A | +43.76% |
| 2022 | N/A | -19.33% |
MFSG vs LRND Drawdown Comparison
The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The current MFSG drawdown is -1.07%. The current LRND drawdown is -3.99%.
| Rank | MFSG | LRND |
|---|---|---|
| #1 | -23.24% Jan 23, 2025 - Jun 27, 2025 | -25.44% Mar 29, 2022 - Jun 13, 2023 |
| #2 | -16.15% Oct 29, 2025 - Apr 27, 2026 | -21.06% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -6.21% Jun 1, 2026 - Jun 10, 2026 | -13.83% Oct 29, 2025 - Apr 17, 2026 |
| #4 | -4.75% Dec 11, 2024 - Jan 22, 2025 | -11.98% Jul 10, 2024 - Nov 6, 2024 |
| #5 | -3.12% Oct 9, 2025 - Oct 24, 2025 | -9.75% Jul 28, 2023 - Nov 20, 2023 |
| #6 | -3.05% Aug 12, 2025 - Sep 15, 2025 | -9.20% Feb 9, 2022 - Mar 28, 2022 |
| #7 | -2.83% May 14, 2026 - May 28, 2026 | -6.75% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -2.46% Sep 22, 2025 - Oct 9, 2025 | -6.06% Mar 28, 2024 - May 15, 2024 |
| #9 | -2.39% Jul 31, 2025 - Aug 8, 2025 | -4.51% Dec 16, 2024 - Jan 23, 2025 |
| #10 | -1.17% Jun 30, 2025 - Jul 3, 2025 | -4.01% Nov 7, 2024 - Dec 4, 2024 |
| #11 | -1.06% Apr 27, 2026 - May 6, 2026 | -3.14% Jun 15, 2023 - Jul 13, 2023 |
| #12 | -0.99% Dec 6, 2024 - Dec 11, 2024 | -2.90% Oct 9, 2025 - Oct 24, 2025 |
| #13 | -0.85% Jul 21, 2025 - Jul 23, 2025 | -2.74% Jul 24, 2025 - Aug 12, 2025 |
| #14 | -0.71% Sep 15, 2025 - Sep 18, 2025 | -2.46% Sep 22, 2025 - Oct 6, 2025 |
| #15 | -0.50% Jul 3, 2025 - Jul 9, 2025 | -2.33% May 14, 2026 - May 28, 2026 |
Correlation
Correlation between MFSG and LRND is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
MFSG vs LRND dividend yield comparison.
| Year | MFSG | LRND |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 0.08% | 0.67% |
| 2024 | 0.00% | 0.97% |
| 2023 | 0.00% | 1.22% |
| 2022 | 0.00% | 1.32% |
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