MFSM vs IBGA
Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF).
MFSM vs IBGA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MFSM
$93M
IBGA
$92M
Expense Ratio
MFSM
0.34%
Winner
IBGA
0.07%
Max Drawdown
Winner
MFSM
4.60%
IBGA
13.71%
Sharpe Ratio
Winner
MFSM
1.30
IBGA
0.01
5Y Beta
Winner
MFSM
0.04
IBGA
0.05
MFSM vs IBGA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFSM
+0.73%
IBGA
-0.24%
3M
Winner
MFSM
+0.19%
IBGA
-2.79%
6M
Winner
MFSM
+2.25%
IBGA
-1.00%
1Y
Winner
MFSM
+7.20%
IBGA
+3.61%
Max(CAGR)
Winner
MFSM
+3.75%
IBGA
+1.89%
MFSM vs IBGA - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MFSM | IBGA |
|---|---|---|
| 2026 | +1.73% | -0.70% |
| 2025 | +5.20% | +5.72% |
| 2024 | -1.30% | -1.41% |
MFSM vs IBGA Drawdown Comparison
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current MFSM drawdown is -0.52%. The current IBGA drawdown is -5.05%.
| Rank | MFSM | IBGA |
|---|---|---|
| #1 | -3.86% Mar 3, 2025 - Sep 5, 2025 | -11.68% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -2.65% Feb 26, 2026 - Mar 26, 2026 | -3.64% Jun 25, 2024 - Jul 16, 2024 |
| #3 | -2.10% Dec 9, 2024 - Feb 25, 2025 | -2.83% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -0.40% Jan 15, 2026 - Jan 26, 2026 | -2.03% Jul 17, 2024 - Jul 31, 2024 |
| #5 | -0.32% Nov 11, 2025 - Nov 28, 2025 | -1.77% Aug 21, 2024 - Sep 4, 2024 |
| #6 | -0.26% Nov 28, 2025 - Dec 18, 2025 | -0.72% Jun 14, 2024 - Jun 18, 2024 |
| #7 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #8 | -0.22% Sep 15, 2025 - Oct 1, 2025 | -0.49% Jun 18, 2024 - Jun 25, 2024 |
| #9 | -0.18% Sep 8, 2025 - Sep 10, 2025 | N/A |
| #10 | -0.17% Dec 18, 2025 - Dec 24, 2025 | N/A |
| #11 | -0.12% Jan 7, 2026 - Jan 9, 2026 | N/A |
| #12 | -0.08% Sep 11, 2025 - Sep 15, 2025 | N/A |
| #13 | -0.05% Oct 1, 2025 - Oct 6, 2025 | N/A |
| #14 | -0.04% Oct 16, 2025 - Oct 20, 2025 | N/A |
| #15 | -0.04% Oct 22, 2025 - Oct 27, 2025 | N/A |
Correlation
Correlation between MFSM and IBGA is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2024 - 2026)
MFSM vs IBGA dividend yield comparison.
| Year | MFSM | IBGA |
|---|---|---|
| 2026 | 1.43% | 1.94% |
| 2025 | 3.53% | 4.49% |
| 2024 | 0.23% | 2.03% |
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