MFSV vs CMDY

Comparison between MFS ACTIVE VALUE ETF (MFSV, ETF) and ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY, ETF).

MFSV vs CMDY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSV(ETF)	CMDY(ETF)
Net Assets	$561M	$559M
Expense Ratio	0.44%	0.28%
Max Drawdown	13.09%	33.81%
Sharpe Ratio	1.15	1.77
5Y Beta	0.59	0.13
P/E Ratio	20.75	N/A
Forward P/E	18.30	N/A
PEG Ratio	0.47	N/A
5Y Dividends CAGR	N/A	50.79%
5Y EPS CAGR	14.50%	N/A
Debt to Equity	75.17%	N/A
P/S Ratio	1.83	N/A
P/B Ratio	3.48	N/A

Net Assets

Winner

MFSV

$561M

CMDY

$559M

Expense Ratio

MFSV

0.44%

Winner

CMDY

0.28%

Max Drawdown

Winner

MFSV

13.09%

CMDY

33.81%

Sharpe Ratio

MFSV

1.15

Winner

CMDY

1.77

5Y Beta

MFSV

0.59

Winner

CMDY

0.13

P/E Ratio

MFSV

20.75

CMDY

N/A

Forward P/E

MFSV

18.30

CMDY

N/A

PEG Ratio

MFSV

0.47

CMDY

N/A

5Y Dividends CAGR

MFSV

N/A

CMDY

50.79%

5Y EPS CAGR

MFSV

14.50%

CMDY

N/A

Debt to Equity

MFSV

75.17%

CMDY

N/A

P/S Ratio

MFSV

1.83

CMDY

N/A

P/B Ratio

MFSV

3.48

CMDY

N/A

MFSV vs CMDY - Historical Returns

Returns include dividend reinvestment.

Period	MFSV	CMDY
1 month	+1.46%	+3.56%
3 months	+7.24%	+1.82%
6 months	+7.41%	+14.87%
1 year	+16.97%	+38.05%
5 years(CAGR)	N/A	+10.92%
10 years(CAGR)	N/A	+8.12%
Max(CAGR)	+12.54%	+8.12%

MFSV

+1.46%

Winner

CMDY

+3.56%

Winner

MFSV

+7.24%

CMDY

+1.82%

MFSV

+7.41%

Winner

CMDY

+14.87%

MFSV

+16.97%

Winner

CMDY

+38.05%

5Y(CAGR)

MFSV

N/A

CMDY

+10.92%

10Y(CAGR)

MFSV

N/A

CMDY

+8.12%

Max(CAGR)

Winner

MFSV

+12.54%

CMDY

+8.12%

MFSV vs CMDY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	MFSV	CMDY
2026	+12.14%	+26.92%
2025	+13.80%	+15.05%
2024	-4.64%	+5.97%
2023	N/A	-7.25%
2022	N/A	+13.73%
2021	N/A	+25.42%
2020	N/A	+0.99%
2019	N/A	+4.79%
2018	N/A	-11.10%

MFSV vs CMDY Drawdown Comparison

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The maximum drawdown for CMDY was -31.20%, occurring on Mar 18, 2020. Recovery took 732 trading sessions.

The current MFSV drawdown is -0.93%. The current CMDY drawdown is -2.70%.

Rank	MFSV	CMDY
#1	-12.74% Feb 28, 2025 - Jun 27, 2025	-31.20% May 24, 2018 - Apr 22, 2021
#2	-6.34% Mar 2, 2026 - Jun 4, 2026	-26.56% Jun 7, 2022 - Jan 23, 2026
#3	-5.49% Dec 5, 2024 - Jan 27, 2025	-14.23% May 12, 2026 - Jun 24, 2026
#4	-3.45% Oct 27, 2025 - Nov 28, 2025	-10.71% Mar 8, 2022 - Apr 14, 2022
#5	-2.97% Jul 25, 2025 - Aug 20, 2025	-10.02% Oct 25, 2021 - Jan 26, 2022
#6	-2.48% Oct 3, 2025 - Oct 27, 2025	-7.73% Jan 29, 2026 - Mar 5, 2026
#7	-1.78% Jan 16, 2026 - Feb 4, 2026	-7.56% Apr 18, 2022 - Jun 6, 2022
#8	-1.66% Jul 3, 2025 - Jul 23, 2025	-5.77% Jul 29, 2021 - Sep 3, 2021
#9	-1.62% Jul 28, 2026 - Aug 3, 2026	-5.72% Jun 11, 2021 - Jul 22, 2021
#10	-1.50% Jan 6, 2026 - Jan 9, 2026	-4.67% Mar 18, 2026 - Apr 2, 2026
#11	-1.40% Aug 22, 2025 - Sep 11, 2025	-4.16% Apr 6, 2026 - Apr 27, 2026
#12	-1.36% Aug 14, 2026 - Aug 20, 2026	-3.79% Sep 15, 2021 - Sep 27, 2021
#13	-1.31% Dec 15, 2025 - Dec 24, 2025	-3.20% May 11, 2021 - Jun 1, 2021
#14	-1.22% Jun 16, 2026 - Jul 1, 2026	-2.63% May 4, 2026 - May 12, 2026
#15	-1.21% Feb 11, 2026 - Feb 26, 2026	-2.00% Mar 12, 2026 - Mar 18, 2026