MFSM vs LFGY

Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and YIELDMAX(R) CRYPTO INDUSTRY & TECH PORTFOLIO OPTION INCOME ETF (LFGY, ETF).

MFSM vs LFGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSM(ETF)	LFGY(ETF)
Net Assets	$101M	$101M
Expense Ratio	0.34%	1.02%
Max Drawdown	4.60%	65.03%
Sharpe Ratio	1.01	-0.06
5Y Beta	0.04	1.66
P/E Ratio	N/A	-14.43
Forward P/E	N/A	19.76
Debt to Equity	N/A	82.00%
P/S Ratio	N/A	5.83
P/B Ratio	N/A	2.79

Net Assets

MFSM

$101M

LFGY

$101M

Expense Ratio

Winner

MFSM

0.34%

LFGY

1.02%

Max Drawdown

Winner

MFSM

4.60%

LFGY

65.03%

Sharpe Ratio

Winner

MFSM

1.01

LFGY

-0.06

5Y Beta

Winner

MFSM

0.04

LFGY

1.66

P/E Ratio

MFSM

N/A

LFGY

-14.43

Forward P/E

MFSM

N/A

LFGY

19.76

Debt to Equity

MFSM

N/A

LFGY

82.00%

P/S Ratio

MFSM

N/A

LFGY

5.83

P/B Ratio

MFSM

N/A

LFGY

2.79

MFSM vs LFGY - Historical Returns

Returns include dividend reinvestment.

Period	MFSM	LFGY
1 month	-0.72%	-4.51%
3 months	+0.03%	+3.72%
6 months	+0.81%	+6.35%
1 year	+6.32%	-4.53%
Max(CAGR)	+3.21%	+2.74%

Winner

MFSM

-0.72%

LFGY

-4.51%

MFSM

+0.03%

Winner

LFGY

+3.72%

MFSM

+0.81%

Winner

LFGY

+6.35%

Winner

MFSM

+6.32%

LFGY

-4.53%

Max(CAGR)

Winner

MFSM

+3.21%

LFGY

+2.74%

MFSM vs LFGY - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	MFSM	LFGY
2026	+1.33%	+8.80%
2025	+5.20%	-8.07%
2024	-1.30%	N/A

MFSM vs LFGY Drawdown Comparison

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

The maximum drawdown for LFGY was -35.83%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current MFSM drawdown is -1.16%. The current LFGY drawdown is -13.34%.

Rank	MFSM	LFGY
#1	-3.86% Mar 3, 2025 - Sep 5, 2025	-35.83% Oct 15, 2025 - Feb 5, 2026
#2	-2.65% Feb 26, 2026 - Jun 26, 2026	-34.64% Jan 24, 2025 - Jul 2, 2025
#3	-2.10% Dec 9, 2024 - Feb 25, 2025	-11.25% Jul 17, 2025 - Sep 18, 2025
#4	-1.16% Jul 6, 2026 - Jul 21, 2026	-4.08% Oct 9, 2025 - Oct 15, 2025
#5	-0.40% Jan 15, 2026 - Jan 26, 2026	-3.16% Sep 22, 2025 - Sep 29, 2025
#6	-0.32% Nov 11, 2025 - Nov 28, 2025	-2.54% Jul 3, 2025 - Jul 16, 2025
#7	-0.26% Nov 28, 2025 - Dec 18, 2025	-0.99% Oct 6, 2025 - Oct 8, 2025
#8	-0.24% Oct 27, 2025 - Nov 11, 2025	-0.70% Jan 17, 2025 - Jan 24, 2025
#9	-0.22% Sep 15, 2025 - Oct 1, 2025	-0.54% Sep 18, 2025 - Sep 22, 2025
#10	-0.18% Sep 8, 2025 - Sep 10, 2025	-0.05% Sep 29, 2025 - Oct 1, 2025
#11	-0.17% Dec 18, 2025 - Dec 24, 2025	N/A
#12	-0.14% Jun 29, 2026 - Jul 6, 2026	N/A
#13	-0.12% Jan 7, 2026 - Jan 9, 2026	N/A
#14	-0.08% Sep 11, 2025 - Sep 15, 2025	N/A
#15	-0.05% Oct 1, 2025 - Oct 6, 2025	N/A