MFSV vs FLUD

Comparison between MFS ACTIVE VALUE ETF (MFSV, ETF) and FRANKLIN ULTRA SHORT BOND ETF (FLUD, ETF).

MFSV vs FLUD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MFSV(ETF)	FLUD(ETF)
Net Assets	$561M	$562M
Expense Ratio	0.44%	0.15%
Max Drawdown	13.09%	2.89%
Sharpe Ratio	1.15	0.07
5Y Beta	0.59	0.00
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	21.40%
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

MFSV

$561M

Winner

FLUD

$562M

Expense Ratio

MFSV

0.44%

Winner

FLUD

0.15%

Max Drawdown

MFSV

13.09%

Winner

FLUD

2.89%

Sharpe Ratio

Winner

MFSV

1.15

FLUD

0.07

5Y Beta

MFSV

0.59

Winner

FLUD

0.00

P/E Ratio

MFSV

20.75

FLUD

N/A

Forward P/E

MFSV

18.30

FLUD

N/A

PEG Ratio

MFSV

0.47

FLUD

N/A

5Y Dividends CAGR

MFSV

N/A

FLUD

21.40%

5Y EPS CAGR

MFSV

14.50%

FLUD

N/A

Debt to Equity

MFSV

75.17%

FLUD

N/A

P/S Ratio

MFSV

1.83

FLUD

N/A

P/B Ratio

MFSV

3.48

FLUD

N/A

MFSV vs FLUD - Historical Returns

Returns include dividend reinvestment.

Period	MFSV	FLUD
1 month	+1.46%	+0.37%
3 months	+7.24%	+0.87%
6 months	+7.41%	+1.60%
1 year	+16.97%	+4.08%
5 years(CAGR)	N/A	+3.76%
Max(CAGR)	+12.54%	+3.26%

Winner

MFSV

+1.46%

FLUD

+0.37%

Winner

MFSV

+7.24%

FLUD

+0.87%

Winner

MFSV

+7.41%

FLUD

+1.60%

Winner

MFSV

+16.97%

FLUD

+4.08%

5Y(CAGR)

MFSV

N/A

FLUD

+3.76%

Max(CAGR)

Winner

MFSV

+12.54%

FLUD

+3.26%

MFSV vs FLUD - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	MFSV	FLUD
2026	+12.14%	+2.23%
2025	+13.80%	+5.04%
2024	-4.64%	+5.42%
2023	N/A	+5.96%
2022	N/A	+0.18%
2021	N/A	+0.07%
2020	N/A	+0.77%

MFSV vs FLUD Drawdown Comparison

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

The maximum drawdown for FLUD was -1.66%, occurring on Jun 14, 2022. Recovery took 349 trading sessions.

The current MFSV drawdown is -0.93%. The current FLUD drawdown is -0.05%.

Rank	MFSV	FLUD
#1	-12.74% Feb 28, 2025 - Jun 27, 2025	-1.66% Aug 24, 2021 - Jan 12, 2023
#2	-6.34% Mar 2, 2026 - Jun 4, 2026	-0.65% Mar 13, 2023 - Apr 11, 2023
#3	-5.49% Dec 5, 2024 - Jan 27, 2025	-0.59% Nov 25, 2024 - Jan 15, 2025
#4	-3.45% Oct 27, 2025 - Nov 28, 2025	-0.44% Oct 17, 2025 - Nov 18, 2025
#5	-2.97% Jul 25, 2025 - Aug 20, 2025	-0.40% Oct 7, 2024 - Oct 15, 2024
#6	-2.48% Oct 3, 2025 - Oct 27, 2025	-0.36% Feb 5, 2021 - Jun 24, 2021
#7	-1.78% Jan 16, 2026 - Feb 4, 2026	-0.31% Aug 8, 2025 - Aug 19, 2025
#8	-1.66% Jul 3, 2025 - Jul 23, 2025	-0.30% Sep 25, 2024 - Oct 1, 2024
#9	-1.62% Jul 28, 2026 - Aug 3, 2026	-0.30% Sep 19, 2024 - Sep 23, 2024
#10	-1.50% Jan 6, 2026 - Jan 9, 2026	-0.30% Mar 25, 2026 - Apr 1, 2026
#11	-1.40% Aug 22, 2025 - Sep 11, 2025	-0.29% Sep 5, 2025 - Sep 11, 2025
#12	-1.36% Aug 14, 2026 - Aug 20, 2026	-0.28% Jun 6, 2024 - Jun 25, 2024
#13	-1.31% Dec 15, 2025 - Dec 24, 2025	-0.28% Apr 4, 2025 - Apr 22, 2025
#14	-1.22% Jun 16, 2026 - Jul 1, 2026	-0.27% Aug 7, 2024 - Aug 26, 2024
#15	-1.21% Feb 11, 2026 - Feb 26, 2026	-0.26% Sep 22, 2025 - Oct 7, 2025