MFSM vs IWMY
Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and DEFIANCE R2000 WEEKLY DISTRIBUTION ETF (IWMY, ETF).
MFSM vs IWMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSM
$99M
IWMY
$99M
Expense Ratio
Winner
MFSM
0.34%
IWMY
1.05%
Max Drawdown
Winner
MFSM
4.60%
IWMY
72.41%
Sharpe Ratio
Winner
MFSM
1.36
IWMY
1.00
5Y Beta
Winner
MFSM
0.04
IWMY
0.77
MFSM vs IWMY - Historical Returns
Returns include dividend reinvestment.
1M
MFSM
+0.60%
Winner
IWMY
+2.94%
3M
MFSM
+0.94%
Winner
IWMY
+15.08%
6M
MFSM
+2.42%
Winner
IWMY
+10.65%
1Y
MFSM
+6.73%
Winner
IWMY
+21.28%
Max(CAGR)
MFSM
+3.75%
Winner
IWMY
+15.48%
MFSM vs IWMY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MFSM | IWMY |
|---|---|---|
| 2026 | +1.80% | +12.77% |
| 2025 | +5.20% | +9.70% |
| 2024 | -1.30% | +6.48% |
| 2023 | N/A | +9.69% |
MFSM vs IWMY Drawdown Comparison
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The maximum drawdown for IWMY was -18.59%, occurring on Apr 10, 2025. Recovery took 93 trading sessions.
The current MFSM drawdown is -0.45%. The current IWMY drawdown is -0.13%.
| Rank | MFSM | IWMY |
|---|---|---|
| #1 | -3.86% Mar 3, 2025 - Sep 5, 2025 | -18.59% Feb 18, 2025 - Jul 2, 2025 |
| #2 | -2.65% Feb 26, 2026 - Mar 26, 2026 | -11.53% Jan 22, 2026 - Apr 17, 2026 |
| #3 | -2.10% Dec 9, 2024 - Feb 25, 2025 | -7.72% Oct 6, 2025 - Jan 15, 2026 |
| #4 | -0.40% Jan 15, 2026 - Jan 26, 2026 | -7.07% Jul 31, 2024 - Sep 19, 2024 |
| #5 | -0.32% Nov 11, 2025 - Nov 28, 2025 | -6.50% Nov 11, 2024 - Feb 18, 2025 |
| #6 | -0.26% Nov 28, 2025 - Dec 18, 2025 | -5.26% Dec 27, 2023 - Mar 21, 2024 |
| #7 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -4.71% Mar 28, 2024 - May 14, 2024 |
| #8 | -0.22% Sep 15, 2025 - Oct 1, 2025 | -4.65% May 6, 2026 - May 26, 2026 |
| #9 | -0.18% Sep 8, 2025 - Sep 10, 2025 | -3.58% May 20, 2024 - Jul 11, 2024 |
| #10 | -0.17% Dec 18, 2025 - Dec 24, 2025 | -3.49% Jun 4, 2026 - Jun 5, 2026 |
| #11 | -0.12% Jan 7, 2026 - Jan 9, 2026 | -3.36% Oct 17, 2024 - Nov 6, 2024 |
| #12 | -0.08% Sep 11, 2025 - Sep 15, 2025 | -3.04% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.05% Oct 1, 2025 - Oct 6, 2025 | -2.76% Nov 3, 2023 - Nov 20, 2023 |
| #14 | -0.04% Oct 16, 2025 - Oct 20, 2025 | -2.36% Jul 16, 2024 - Jul 31, 2024 |
| #15 | -0.04% Oct 22, 2025 - Oct 27, 2025 | -2.18% Jul 10, 2025 - Jul 23, 2025 |
Correlation
Correlation between MFSM and IWMY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2023 - 2026)
MFSM vs IWMY dividend yield comparison.
| Year | MFSM | IWMY |
|---|---|---|
| 2026 | 1.43% | 13.22% |
| 2025 | 3.53% | 63.33% |
| 2024 | 0.23% | 107.92% |
| 2023 | 0.00% | 11.34% |
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