MFSM vs FCUS
Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and PINNACLE FOCUSED OPPORTUNITIES ETF (FCUS, ETF).
MFSM vs FCUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MFSM
$101M
FCUS
$101M
Expense Ratio
Winner
MFSM
0.34%
FCUS
0.80%
Max Drawdown
Winner
MFSM
4.60%
FCUS
42.84%
Sharpe Ratio
MFSM
1.01
Winner
FCUS
1.17
5Y Beta
Winner
MFSM
0.04
FCUS
1.47
P/E Ratio
MFSM
N/A
FCUS
-261.97
Forward P/E
MFSM
N/A
FCUS
13.56
5Y EPS CAGR
MFSM
N/A
FCUS
20.48%
Debt to Equity
MFSM
N/A
FCUS
20.12%
P/S Ratio
MFSM
N/A
FCUS
3.13
P/B Ratio
MFSM
N/A
FCUS
5.24
MFSM vs FCUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFSM
-0.72%
FCUS
-16.58%
3M
Winner
MFSM
+0.03%
FCUS
-1.00%
6M
MFSM
+0.81%
Winner
FCUS
+4.64%
1Y
MFSM
+6.32%
Winner
FCUS
+54.07%
Max(CAGR)
MFSM
+3.21%
Winner
FCUS
+25.37%
MFSM vs FCUS - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MFSM | FCUS |
|---|---|---|
| 2026 | +1.33% | +18.71% |
| 2025 | +5.20% | +12.74% |
| 2024 | -1.30% | +33.88% |
| 2023 | N/A | +23.29% |
| 2022 | N/A | +0.00% |
MFSM vs FCUS Drawdown Comparison
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The maximum drawdown for FCUS was -39.89%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The current MFSM drawdown is -1.16%. The current FCUS drawdown is -17.29%.
| Rank | MFSM | FCUS |
|---|---|---|
| #1 | -3.86% Mar 3, 2025 - Sep 5, 2025 | -39.89% Feb 18, 2025 - Oct 28, 2025 |
| #2 | -2.65% Feb 26, 2026 - Jun 26, 2026 | -23.49% Jun 3, 2026 - Jul 16, 2026 |
| #3 | -2.10% Dec 9, 2024 - Feb 25, 2025 | -17.70% Nov 3, 2025 - Jan 6, 2026 |
| #4 | -1.16% Jul 6, 2026 - Jul 21, 2026 | -15.54% May 28, 2024 - Sep 23, 2024 |
| #5 | -0.40% Jan 15, 2026 - Jan 26, 2026 | -14.99% Feb 25, 2026 - Apr 22, 2026 |
| #6 | -0.32% Nov 11, 2025 - Nov 28, 2025 | -13.36% Mar 25, 2024 - May 15, 2024 |
| #7 | -0.26% Nov 28, 2025 - Dec 18, 2025 | -13.32% Dec 6, 2024 - Feb 4, 2025 |
| #8 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -13.01% Sep 1, 2023 - Dec 1, 2023 |
| #9 | -0.22% Sep 15, 2025 - Oct 1, 2025 | -10.70% Mar 3, 2023 - Jul 12, 2023 |
| #10 | -0.18% Sep 8, 2025 - Sep 10, 2025 | -7.53% May 11, 2026 - Jun 2, 2026 |
| #11 | -0.17% Dec 18, 2025 - Dec 24, 2025 | -7.20% Jul 31, 2023 - Sep 1, 2023 |
| #12 | -0.14% Jun 29, 2026 - Jul 6, 2026 | -6.98% Jan 28, 2026 - Feb 11, 2026 |
| #13 | -0.12% Jan 7, 2026 - Jan 9, 2026 | -6.03% Dec 27, 2023 - Jan 22, 2024 |
| #14 | -0.08% Sep 11, 2025 - Sep 15, 2025 | -5.07% Feb 15, 2024 - Feb 26, 2024 |
| #15 | -0.05% Oct 1, 2025 - Oct 6, 2025 | -4.21% Feb 15, 2023 - Mar 3, 2023 |
Correlation
Correlation between MFSM and FCUS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
MFSM vs FCUS dividend yield comparison.
| Year | MFSM | FCUS |
|---|---|---|
| 2026 | 1.74% | 0.00% |
| 2025 | 3.53% | 4.33% |
| 2024 | 0.23% | 11.19% |
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