MFSM vs DDFO

Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and Innovator Equity Dual Directional 15 Buffer ETF October (DDFO, ETF).

MFSM vs DDFO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSM(ETF)	DDFO(ETF)
Net Assets	$99M	$99M
Expense Ratio	0.34%	0.79%
Max Drawdown	4.60%	2.79%
Sharpe Ratio	1.36	0.80
5Y Beta	0.04	0.31

Net Assets

MFSM

$99M

Winner

DDFO

$99M

Expense Ratio

Winner

MFSM

0.34%

DDFO

0.79%

Max Drawdown

MFSM

4.60%

Winner

DDFO

2.79%

Sharpe Ratio

Winner

MFSM

1.36

DDFO

0.80

5Y Beta

Winner

MFSM

0.04

DDFO

0.31

MFSM vs DDFO - Historical Returns

Returns include dividend reinvestment.

Period	MFSM	DDFO
1 month	+0.60%	+0.36%
3 months	+0.94%	+3.95%
6 months	+2.42%	+4.10%
1 year	+6.73%	N/A
Max(CAGR)	+3.75%	+7.67%

Winner

MFSM

+0.60%

DDFO

+0.36%

MFSM

+0.94%

Winner

DDFO

+3.95%

MFSM

+2.42%

Winner

DDFO

+4.10%

MFSM

+6.73%

DDFO

N/A

Max(CAGR)

MFSM

+3.75%

Winner

DDFO

+7.67%

MFSM vs DDFO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MFSM	DDFO
2026	+1.80%	+3.46%
2025	+5.20%	+1.72%
2024	-1.30%	N/A

MFSM vs DDFO Drawdown Comparison

The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.

The maximum drawdown for DDFO was -2.79%, occurring on Mar 30, 2026. Recovery took 30 trading sessions.

The current MFSM drawdown is -0.45%. The current DDFO drawdown is -0.36%.

Rank	MFSM	DDFO
#1	-3.86% Mar 3, 2025 - Sep 5, 2025	-2.79% Feb 25, 2026 - Apr 9, 2026
#2	-2.65% Feb 26, 2026 - Mar 26, 2026	-1.81% Oct 27, 2025 - Dec 3, 2025
#3	-2.10% Dec 9, 2024 - Feb 25, 2025	-0.98% Oct 6, 2025 - Oct 20, 2025
#4	-0.40% Jan 15, 2026 - Jan 26, 2026	-0.90% Jan 6, 2026 - Jan 27, 2026
#5	-0.32% Nov 11, 2025 - Nov 28, 2025	-0.78% Feb 2, 2026 - Feb 9, 2026
#6	-0.26% Nov 28, 2025 - Dec 18, 2025	-0.71% May 29, 2026 - Jun 10, 2026
#7	-0.24% Oct 27, 2025 - Nov 11, 2025	-0.67% Feb 9, 2026 - Feb 25, 2026
#8	-0.22% Sep 15, 2025 - Oct 1, 2025	-0.57% Dec 11, 2025 - Dec 22, 2025
#9	-0.18% Sep 8, 2025 - Sep 10, 2025	-0.40% May 14, 2026 - May 26, 2026
#10	-0.17% Dec 18, 2025 - Dec 24, 2025	-0.30% Dec 24, 2025 - Jan 6, 2026
#11	-0.12% Jan 7, 2026 - Jan 9, 2026	-0.23% Apr 17, 2026 - Apr 22, 2026
#12	-0.08% Sep 11, 2025 - Sep 15, 2025	-0.20% May 6, 2026 - May 8, 2026
#13	-0.05% Oct 1, 2025 - Oct 6, 2025	-0.20% Apr 22, 2026 - Apr 24, 2026
#14	-0.04% Oct 16, 2025 - Oct 20, 2025	-0.19% Oct 21, 2025 - Oct 23, 2025
#15	-0.04% Oct 22, 2025 - Oct 27, 2025	-0.16% May 1, 2026 - May 6, 2026