MFSM vs NVBW
Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF (NVBW, ETF).
MFSM vs NVBW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MFSM
$99M
NVBW
$99M
Expense Ratio
Winner
MFSM
0.34%
NVBW
0.74%
Max Drawdown
Winner
MFSM
4.60%
NVBW
8.41%
Sharpe Ratio
MFSM
1.22
Winner
NVBW
1.42
5Y Beta
Winner
MFSM
0.04
NVBW
0.38
MFSM vs NVBW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFSM
+0.60%
NVBW
+0.54%
3M
MFSM
+0.94%
Winner
NVBW
+5.41%
6M
MFSM
+2.42%
Winner
NVBW
+5.05%
1Y
MFSM
+6.73%
Winner
NVBW
+11.25%
Max(CAGR)
MFSM
+3.75%
Winner
NVBW
+10.01%
MFSM vs NVBW - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MFSM | NVBW |
|---|---|---|
| 2026 | +1.80% | +4.56% |
| 2025 | +5.20% | +9.47% |
| 2024 | -1.30% | +9.21% |
| 2023 | N/A | +12.73% |
| 2022 | N/A | +0.54% |
MFSM vs NVBW Drawdown Comparison
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The maximum drawdown for NVBW was -8.41%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The current MFSM drawdown is -0.45%. The current NVBW drawdown is -0.63%.
| Rank | MFSM | NVBW |
|---|---|---|
| #1 | -3.86% Mar 3, 2025 - Sep 5, 2025 | -8.41% Feb 19, 2025 - Jun 3, 2025 |
| #2 | -2.65% Feb 26, 2026 - Mar 26, 2026 | -7.20% Sep 14, 2023 - Dec 28, 2023 |
| #3 | -2.10% Dec 9, 2024 - Feb 25, 2025 | -4.03% Feb 2, 2026 - Apr 14, 2026 |
| #4 | -0.40% Jan 15, 2026 - Jan 26, 2026 | -3.66% Feb 2, 2023 - Apr 3, 2023 |
| #5 | -0.32% Nov 11, 2025 - Nov 28, 2025 | -2.87% Nov 30, 2022 - Jan 13, 2023 |
| #6 | -0.26% Nov 28, 2025 - Dec 18, 2025 | -2.15% Nov 1, 2022 - Nov 10, 2022 |
| #7 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -1.92% Nov 3, 2025 - Nov 26, 2025 |
| #8 | -0.22% Sep 15, 2025 - Oct 1, 2025 | -1.88% Jul 31, 2023 - Aug 30, 2023 |
| #9 | -0.18% Sep 8, 2025 - Sep 10, 2025 | -1.56% Jul 31, 2024 - Aug 13, 2024 |
| #10 | -0.17% Dec 18, 2025 - Dec 24, 2025 | -1.46% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -0.12% Jan 7, 2026 - Jan 9, 2026 | -1.40% May 1, 2023 - May 17, 2023 |
| #12 | -0.08% Sep 11, 2025 - Sep 15, 2025 | -1.28% Dec 5, 2024 - Jan 17, 2025 |
| #13 | -0.05% Oct 1, 2025 - Oct 6, 2025 | -1.21% Jan 17, 2023 - Jan 23, 2023 |
| #14 | -0.04% Oct 16, 2025 - Oct 20, 2025 | -1.19% Jan 9, 2026 - Jan 27, 2026 |
| #15 | -0.04% Oct 22, 2025 - Oct 27, 2025 | -1.17% Apr 19, 2023 - Apr 28, 2023 |
Correlation
Correlation between MFSM and NVBW is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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