MFSM vs XQQI
Comparison between MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF) and NEOS Boosted Nasdaq100 High Income ETF (XQQI, ETF).
MFSM vs XQQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSM
$93M
Winner
XQQI
$93M
Expense Ratio
MFSM
0.34%
XQQI
N/A
Max Drawdown
Winner
MFSM
4.60%
XQQI
14.91%
Sharpe Ratio
Winner
MFSM
1.30
XQQI
1.26
5Y Beta
Winner
MFSM
0.04
XQQI
1.58
P/E Ratio
MFSM
N/A
XQQI
38.52
Forward P/E
MFSM
N/A
XQQI
25.60
PEG Ratio
MFSM
N/A
XQQI
0.32
5Y EPS CAGR
MFSM
N/A
XQQI
30.55%
Debt to Equity
MFSM
N/A
XQQI
35.87%
P/S Ratio
MFSM
N/A
XQQI
6.00
P/B Ratio
MFSM
N/A
XQQI
9.27
MFSM vs XQQI - Historical Returns
Returns include dividend reinvestment.
1M
MFSM
+0.73%
Winner
XQQI
+1.77%
3M
MFSM
+0.19%
Winner
XQQI
+12.15%
6M
MFSM
+2.25%
XQQI
N/A
1Y
MFSM
+7.20%
XQQI
N/A
Max(CAGR)
MFSM
+3.75%
Winner
XQQI
+36.64%
MFSM vs XQQI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | MFSM | XQQI |
|---|---|---|
| 2026 | +1.73% | +10.99% |
| 2025 | +5.20% | N/A |
| 2024 | -1.30% | N/A |
MFSM vs XQQI Drawdown Comparison
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The maximum drawdown for XQQI was -12.55%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The current MFSM drawdown is -0.52%. The current XQQI drawdown is -6.54%.
| Rank | MFSM | XQQI |
|---|---|---|
| #1 | -3.86% Mar 3, 2025 - Sep 5, 2025 | -12.55% Feb 25, 2026 - Apr 14, 2026 |
| #2 | -2.65% Feb 26, 2026 - Mar 26, 2026 | -6.54% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -2.10% Dec 9, 2024 - Feb 25, 2025 | -3.41% Feb 3, 2026 - Feb 25, 2026 |
| #4 | -0.40% Jan 15, 2026 - Jan 26, 2026 | -2.12% May 14, 2026 - May 22, 2026 |
| #5 | -0.32% Nov 11, 2025 - Nov 28, 2025 | -0.76% May 11, 2026 - May 13, 2026 |
| #6 | -0.26% Nov 28, 2025 - Dec 18, 2025 | -0.76% Apr 24, 2026 - Apr 30, 2026 |
| #7 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -0.69% Apr 17, 2026 - Apr 22, 2026 |
| #8 | -0.22% Sep 15, 2025 - Oct 1, 2025 | -0.34% May 1, 2026 - May 5, 2026 |
| #9 | -0.18% Sep 8, 2025 - Sep 10, 2025 | -0.16% Apr 22, 2026 - Apr 24, 2026 |
| #10 | -0.17% Dec 18, 2025 - Dec 24, 2025 | -0.02% May 6, 2026 - May 8, 2026 |
| #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 XQQI is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.48
-101
Dividend Comparison (2024 - 2026)
MFSM vs XQQI dividend yield comparison.
| Year | MFSM | XQQI |
|---|---|---|
| 2026 | 1.43% | 8.38% |
| 2025 | 3.53% | 0.00% |
| 2024 | 0.23% | 0.00% |
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