MFSI vs SPY
Comparison between MFS ACTIVE INTERNATIONAL ETF (MFSI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
MFSI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSI
$1B
Winner
SPY
$735B
Expense Ratio
MFSI
0.59%
Winner
SPY
0.09%
Max Drawdown
Winner
MFSI
13.67%
SPY
56.47%
Sharpe Ratio
MFSI
0.90
Winner
SPY
1.91
5Y Beta
Winner
MFSI
0.72
SPY
1.00
P/E Ratio
MFSI
N/A
SPY
28.68
Forward P/E
MFSI
N/A
SPY
22.19
5Y Dividends CAGR
MFSI
N/A
SPY
5.43%
5Y EPS CAGR
MFSI
N/A
SPY
26.37%
Debt to Equity
MFSI
N/A
SPY
34.04%
P/S Ratio
MFSI
N/A
SPY
3.76
P/B Ratio
MFSI
N/A
SPY
5.55
MFSI vs SPY - Holdings Comparison
MFSI and SPY have 1 common holdings. Overlap is -0.02%
MFSI's top 25 holdings weight is 50.87%. SPY's top 25 holdings weight is 52.38%.
| Rank | MFSI | SPY |
|---|---|---|
| #1 | n/a (TSM) - 7.76% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 3.16% | APPLE INC (AAPL) - 6.82% |
| #3 | TENCENT HOLDINGS LTD ADR (TCEHY) - 2.37% | MICROSOFT CORP (MSFT) - 4.77% |
| #4 | AIR LIQUIDE SA (n/a) - 2.27% | AMAZON.COM INC (AMZN) - 4.09% |
| #5 | MITSUBISHI ELECTRIC CORP (n/a) - 2.11% | ALPHABET INC CLASS A (GOOGL) - 3.55% |
| #6 | SCHNEIDER ELECTRIC SE (n/a) - 2.08% | BROADCOM INC (AVGO) - 3.13% |
| #7 | HITACHI LTD (n/a) - 1.99% | ALPHABET INC CLASS C (GOOG) - 2.83% |
| #8 | ROCHE HOLDING AG COMMON STOCK CHF.001 (n/a) - 1.88% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | TOTALENERGIES SE (TTE:XPAR) - 1.87% | TESLA INC (TSLA) - 1.92% |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.84% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.40% |
| #11 | ENI SPA (n/a) - 1.78% | MICRON TECHNOLOGY INC (MU) - 1.36% |
| #12 | n/a (n/a) - 1.74% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | THE TORONTO-DOMINION BANK (TD) - 1.72% | ELI LILLY AND CO (LLY) - 1.24% |
| #14 | DEUTSCHE BOERSE AG (n/a) - 1.71% | ADVANCED MICRO DEVICES INC (AMD) - 1.15% |
| #15 | ENGIE SA (n/a) - 1.68% | EXXON MOBIL CORP (XOM) - 0.99% |
| #16 | INTESA SANPAOLO (n/a) - 1.66% | WALMART INC (WMT) - 0.90% |
| #17 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.66% | INTEL CORP (INTC) - 0.89% |
| #18 | ING GROEP NV COMMON STOCK EUR.01 (n/a) - 1.65% | VISA INC CLASS A (V) - 0.86% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 1.59% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #20 | AIA GROUP LTD ADR (AAGIY) - 1.55% | COSTCO WHOLESALE CORP (COST) - 0.71% |
| #21 | NATWEST GROUP PLC (n/a) - 1.51% | CATERPILLAR INC (CAT) - 0.67% |
| #22 | COMPASS GROUP PLC (n/a) - 1.39% | MASTERCARD INC CLASS A (MA) - 0.64% |
| #23 | SHIN-ETSU CHEMICAL CO LTD (n/a) - 1.32% | CISCO SYSTEMS INC (CSCO) - 0.62% |
| #24 | BANK OF IRELAND GROUP PLC (n/a) - 1.32% | ABBVIE INC (ABBV) - 0.58% |
| #25 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.26% | NETFLIX INC (NFLX) - 0.58% |
| Total Holdings | 97 | 505 |
MFSI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
MFSI
+1.88%
Winner
SPY
+4.84%
3M
MFSI
+0.50%
Winner
SPY
+9.57%
6M
MFSI
+10.47%
Winner
SPY
+13.79%
1Y
MFSI
+16.68%
Winner
SPY
+29.34%
5Y(CAGR)
MFSI
N/A
SPY
+13.98%
10Y(CAGR)
MFSI
N/A
SPY
+15.66%
Max(CAGR)
Winner
MFSI
+17.90%
SPY
+8.53%
MFSI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MFSI | SPY |
|---|---|---|
| 2026 | +3.53% | +9.45% |
| 2025 | +26.86% | +18.00% |
| 2024 | -4.21% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
MFSI vs SPY Drawdown Comparison
The maximum drawdown for MFSI was -13.67%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current MFSI drawdown is -1.33%. The current SPY drawdown is -0.34%.
| Rank | MFSI | SPY |
|---|---|---|
| #1 | -13.67% Mar 19, 2025 - May 2, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.17% Feb 26, 2026 - Mar 27, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.62% Dec 9, 2024 - Jan 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.03% Jul 23, 2025 - Sep 11, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -4.96% Nov 12, 2025 - Dec 11, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.62% Oct 6, 2025 - Nov 11, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.76% Jun 12, 2025 - Jun 27, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.42% Mar 7, 2025 - Mar 17, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.31% Jan 12, 2026 - Jan 27, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.04% Jan 30, 2025 - Feb 12, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.96% Jan 27, 2026 - Feb 6, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.91% Feb 18, 2025 - Mar 5, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.50% Jul 9, 2025 - Jul 22, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.34% Sep 18, 2025 - Sep 30, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.16% Dec 11, 2025 - Dec 19, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between MFSI and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
MFSI vs SPY dividend yield comparison.
| Year | MFSI | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.81% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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