MFSG vs PBP
Comparison between MFS ACTIVE GROWTH ETF (MFSG, ETF) and INVESCO S&P 500 BUYWRITE ETF (PBP, ETF).
MFSG vs PBP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSG
$344M
Winner
PBP
$344M
Expense Ratio
MFSG
0.49%
Winner
PBP
0.29%
Max Drawdown
Winner
MFSG
23.24%
PBP
45.11%
Sharpe Ratio
MFSG
0.76
Winner
PBP
1.74
5Y Beta
MFSG
1.16
Winner
PBP
0.64
P/E Ratio
MFSG
32.35
Winner
PBP
27.62
Forward P/E
MFSG
25.90
Winner
PBP
21.26
PEG Ratio
MFSG
0.46
PBP
N/A
5Y Dividends CAGR
MFSG
N/A
PBP
63.54%
5Y EPS CAGR
Winner
MFSG
37.88%
PBP
25.99%
Debt to Equity
MFSG
N/A
PBP
30.98%
P/S Ratio
MFSG
6.31
Winner
PBP
3.65
P/B Ratio
MFSG
9.58
Winner
PBP
5.46
MFSG vs PBP - Holdings Comparison
MFSG and PBP have 51 common holdings. Overlap is 42.00%
MFSG's top 25 holdings weight is 79.39%. PBP's top 25 holdings weight is 54.06%.
| Rank | MFSG | PBP |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.34% | NVIDIA CORP (NVDA) - 8.56% |
| #2 | APPLE INC (AAPL) - 9.96% | APPLE INC (AAPL) - 7.31% |
| #3 | MICROSOFT CORP (MSFT) - 8.32% | MICROSOFT CORP (MSFT) - 5.17% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 8.06% | AMAZON.COM INC (AMZN) - 3.96% |
| #5 | AMAZON.COM INC (AMZN) - 6.31% | BROADCOM INC (AVGO) - 3.61% |
| #6 | BROADCOM INC (AVGO) - 4.43% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #7 | VISA INC CLASS A (V) - 2.72% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | GE VERNOVA INC (GEV) - 2.60% | META PLATFORMS INC CLASS A (META) - 2.06% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.09% | MICRON TECHNOLOGY INC (MU) - 1.89% |
| #10 | WESTERN DIGITAL CORP (WDC) - 2.06% | TESLA INC (TSLA) - 1.88% |
| #11 | KLA CORP (KLAC) - 1.92% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.81% | ADVANCED MICRO DEVICES INC (AMD) - 1.34% |
| #13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.77% | ELI LILLY AND CO (LLY) - 1.33% |
| #14 | ARISTA NETWORKS INC (ANET) - 1.35% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #15 | AMPHENOL CORP CLASS A (APH) - 1.30% | EXXON MOBIL CORP (XOM) - 0.99% |
| #16 | WATERS CORP (WAT) - 1.26% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | TJX COMPANIES INC (TJX) - 1.16% | VISA INC CLASS A (V) - 0.84% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.13% | INTEL CORP (INTC) - 0.80% |
| #19 | MORGAN STANLEY (MS) - 1.12% | CISCO SYSTEMS INC (CSCO) - 0.80% |
| #20 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.97% | WALMART INC (WMT) - 0.78% |
| #21 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.97% | CATERPILLAR INC (CAT) - 0.67% |
| #22 | GILEAD SCIENCES INC (GILD) - 0.95% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #23 | LINDE PLC (LIN) - 0.94% | LAM RESEARCH CORP (LRCX) - 0.66% |
| #24 | AMETEK INC (AME) - 0.94% | ORACLE CORP (ORCL) - 0.65% |
| #25 | EATON CORP PLC (ETN) - 0.91% | MASTERCARD INC CLASS A (MA) - 0.61% |
| Total Holdings | 60 | 499 |
MFSG vs PBP - Historical Returns
Returns include dividend reinvestment.
1M
MFSG
+1.61%
Winner
PBP
+1.88%
3M
Winner
MFSG
+15.01%
PBP
+4.50%
6M
Winner
MFSG
+9.11%
PBP
+6.44%
1Y
Winner
MFSG
+19.59%
PBP
+17.25%
5Y(CAGR)
MFSG
N/A
PBP
+8.14%
10Y(CAGR)
MFSG
N/A
PBP
+7.14%
Max(CAGR)
Winner
MFSG
+12.49%
PBP
+5.23%
MFSG vs PBP - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MFSG | PBP |
|---|---|---|
| 2026 | +7.49% | +5.09% |
| 2025 | +14.22% | +8.98% |
| 2024 | -2.74% | +19.86% |
| 2023 | N/A | +11.74% |
| 2022 | N/A | -12.23% |
| 2021 | N/A | +20.87% |
| 2020 | N/A | -3.82% |
| 2019 | N/A | +13.35% |
| 2018 | N/A | -6.07% |
| 2017 | N/A | +11.20% |
| 2016 | N/A | +6.99% |
| 2015 | N/A | +5.54% |
| 2014 | N/A | +5.12% |
| 2013 | N/A | +11.48% |
| 2012 | N/A | +2.90% |
| 2011 | N/A | +4.10% |
| 2010 | N/A | +4.09% |
| 2009 | N/A | +21.34% |
| 2008 | N/A | -28.92% |
| 2007 | N/A | +2.07% |
MFSG vs PBP Drawdown Comparison
The maximum drawdown for MFSG was -23.24%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for PBP was -43.43%, occurring on Mar 9, 2009. Recovery took 1243 trading sessions.
The current MFSG drawdown is -1.07%. The current PBP drawdown is -0.22%.
| Rank | MFSG | PBP |
|---|---|---|
| #1 | -23.24% Jan 23, 2025 - Jun 27, 2025 | -43.43% Apr 30, 2008 - Apr 10, 2013 |
| #2 | -16.15% Oct 29, 2025 - Apr 27, 2026 | -33.29% Feb 19, 2020 - Apr 6, 2021 |
| #3 | -6.21% Jun 1, 2026 - Jun 10, 2026 | -18.62% Apr 13, 2022 - Feb 23, 2024 |
| #4 | -4.75% Dec 11, 2024 - Jan 22, 2025 | -15.74% Sep 21, 2018 - Nov 7, 2019 |
| #5 | -3.12% Oct 9, 2025 - Oct 24, 2025 | -15.42% Feb 19, 2025 - Oct 20, 2025 |
| #6 | -3.05% Aug 12, 2025 - Sep 15, 2025 | -9.87% Dec 21, 2007 - Apr 30, 2008 |
| #7 | -2.83% May 14, 2026 - May 28, 2026 | -9.85% Jul 20, 2015 - Nov 27, 2015 |
| #8 | -2.46% Sep 22, 2025 - Oct 9, 2025 | -8.53% Dec 1, 2015 - Jun 23, 2016 |
| #9 | -2.39% Jul 31, 2025 - Aug 8, 2025 | -8.04% Jan 26, 2018 - May 14, 2018 |
| #10 | -1.17% Jun 30, 2025 - Jul 3, 2025 | -7.58% Sep 17, 2014 - Apr 10, 2015 |
| #11 | -1.06% Apr 27, 2026 - May 6, 2026 | -6.46% Jan 3, 2022 - Mar 28, 2022 |
| #12 | -0.99% Dec 6, 2024 - Dec 11, 2024 | -5.46% Jul 23, 2024 - Aug 15, 2024 |
| #13 | -0.85% Jul 21, 2025 - Jul 23, 2025 | -5.23% Feb 25, 2026 - Apr 30, 2026 |
| #14 | -0.71% Sep 15, 2025 - Sep 18, 2025 | -4.94% Jan 15, 2014 - Feb 14, 2014 |
| #15 | -0.50% Jul 3, 2025 - Jul 9, 2025 | -3.90% May 21, 2013 - Oct 14, 2013 |
Correlation
Correlation between MFSG and PBP is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2008 - 2026)
MFSG vs PBP dividend yield comparison.
| Year | MFSG | PBP |
|---|---|---|
| 2026 | 0.00% | 4.48% |
| 2025 | 0.08% | 11.12% |
| 2024 | 0.00% | 9.36% |
| 2023 | 0.00% | 3.35% |
| 2022 | 0.00% | 1.33% |
| 2021 | 0.00% | 6.21% |
| 2020 | 0.00% | 1.41% |
| 2019 | 0.00% | 5.04% |
| 2018 | 0.00% | 2.59% |
| 2017 | 0.00% | 10.86% |
| 2016 | 0.00% | 2.56% |
| 2015 | 0.00% | 6.19% |
| 2014 | 0.00% | 4.96% |
| 2013 | 0.00% | 6.62% |
| 2012 | 0.00% | 4.38% |
| 2011 | 0.00% | 10.88% |
| 2010 | 0.00% | 7.91% |
| 2009 | 0.00% | 1.53% |
| 2008 | 0.00% | 2.38% |
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