MFSV vs STPZ
Comparison between MFS ACTIVE VALUE ETF (MFSV, ETF) and PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF).
MFSV vs STPZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFSV
$526M
Winner
STPZ
$527M
Expense Ratio
MFSV
0.44%
Winner
STPZ
0.20%
Max Drawdown
MFSV
13.09%
Winner
STPZ
11.29%
Sharpe Ratio
Winner
MFSV
1.20
STPZ
-0.45
5Y Beta
MFSV
0.60
Winner
STPZ
-0.01
P/E Ratio
MFSV
22.03
STPZ
N/A
Forward P/E
MFSV
18.25
STPZ
N/A
PEG Ratio
MFSV
0.59
STPZ
N/A
5Y Dividends CAGR
MFSV
N/A
STPZ
10.09%
5Y EPS CAGR
MFSV
13.68%
STPZ
N/A
Debt to Equity
MFSV
74.49%
STPZ
N/A
P/S Ratio
MFSV
1.86
STPZ
N/A
P/B Ratio
MFSV
3.53
STPZ
N/A
MFSV vs STPZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MFSV
+2.76%
STPZ
+0.49%
3M
Winner
MFSV
+6.19%
STPZ
+0.13%
6M
Winner
MFSV
+7.52%
STPZ
+1.43%
1Y
Winner
MFSV
+17.15%
STPZ
+2.79%
5Y(CAGR)
MFSV
N/A
STPZ
+2.74%
10Y(CAGR)
MFSV
N/A
STPZ
+2.80%
Max(CAGR)
Winner
MFSV
+11.84%
STPZ
+2.41%
MFSV vs STPZ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | MFSV | STPZ |
|---|---|---|
| 2026 | +9.77% | +1.54% |
| 2025 | +13.80% | +6.31% |
| 2024 | -4.64% | +4.32% |
| 2023 | N/A | +4.29% |
| 2022 | N/A | -4.34% |
| 2021 | N/A | +5.44% |
| 2020 | N/A | +5.16% |
| 2019 | N/A | +4.77% |
| 2018 | N/A | +0.03% |
| 2017 | N/A | +0.53% |
| 2016 | N/A | +2.87% |
| 2015 | N/A | -0.45% |
| 2014 | N/A | -1.43% |
| 2013 | N/A | -2.04% |
| 2012 | N/A | +2.35% |
| 2011 | N/A | +4.67% |
| 2010 | N/A | +3.43% |
| 2009 | N/A | +3.53% |
MFSV vs STPZ Drawdown Comparison
The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.
The maximum drawdown for STPZ was -6.77%, occurring on Mar 18, 2020. Recovery took 66 trading sessions.
The current MFSV drawdown is -0.31%. The current STPZ drawdown is -0.44%.
| Rank | MFSV | STPZ |
|---|---|---|
| #1 | -12.74% Feb 28, 2025 - Jun 27, 2025 | -6.77% Mar 4, 2020 - Jun 8, 2020 |
| #2 | -6.34% Mar 2, 2026 - Jun 4, 2026 | -6.69% Mar 11, 2022 - Jun 4, 2024 |
| #3 | -5.49% Dec 5, 2024 - Jan 27, 2025 | -4.65% Sep 14, 2012 - Feb 19, 2019 |
| #4 | -3.45% Oct 27, 2025 - Nov 28, 2025 | -2.55% Nov 17, 2021 - Mar 1, 2022 |
| #5 | -2.97% Jul 25, 2025 - Aug 20, 2025 | -2.00% Aug 10, 2011 - Nov 7, 2011 |
| #6 | -2.48% Oct 3, 2025 - Oct 27, 2025 | -1.89% Oct 14, 2010 - Jan 13, 2011 |
| #7 | -1.78% Jan 16, 2026 - Feb 4, 2026 | -1.35% Apr 30, 2025 - Jul 11, 2025 |
| #8 | -1.66% Jul 3, 2025 - Jul 23, 2025 | -1.19% May 6, 2010 - Jul 30, 2010 |
| #9 | -1.50% Jan 6, 2026 - Jan 9, 2026 | -1.15% Nov 7, 2011 - Jan 26, 2012 |
| #10 | -1.40% Aug 22, 2025 - Sep 11, 2025 | -1.12% Sep 24, 2024 - Jan 27, 2025 |
| #11 | -1.31% Dec 15, 2025 - Dec 24, 2025 | -1.11% Apr 3, 2025 - Apr 28, 2025 |
| #12 | -1.22% Jun 16, 2026 - Jul 1, 2026 | -1.11% Feb 27, 2012 - Aug 7, 2012 |
| #13 | -1.21% Feb 11, 2026 - Feb 26, 2026 | -1.09% Jan 31, 2011 - Feb 22, 2011 |
| #14 | -1.15% Dec 24, 2025 - Jan 5, 2026 | -1.09% Aug 2, 2011 - Aug 10, 2011 |
| #15 | -1.13% Jan 27, 2025 - Feb 19, 2025 | -0.93% Mar 17, 2026 - Apr 13, 2026 |
Correlation
Correlation between MFSV and STPZ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2009 - 2026)
MFSV vs STPZ dividend yield comparison.
| Year | MFSV | STPZ |
|---|---|---|
| 2026 | 0.69% | 2.87% |
| 2025 | 1.53% | 3.65% |
| 2024 | 0.11% | 1.97% |
| 2023 | 0.00% | 1.63% |
| 2022 | 0.00% | 5.88% |
| 2021 | 0.00% | 3.65% |
| 2020 | 0.00% | 1.86% |
| 2019 | 0.00% | 1.76% |
| 2018 | 0.00% | 2.23% |
| 2017 | 0.00% | 1.51% |
| 2016 | 0.00% | 0.65% |
| 2015 | 0.00% | 0.49% |
| 2014 | 0.00% | 0.86% |
| 2013 | 0.00% | 0.09% |
| 2012 | 0.00% | 1.00% |
| 2011 | 0.00% | 3.09% |
| 2010 | 0.00% | 1.11% |
| 2009 | 0.00% | 0.69% |
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