MIN vs ILDR

Comparison between MFS Intermediate Income Trust (MIN, ETF) and FIRST TRUST INNOVATION LEADERS ETF (ILDR, ETF).

5-Year PerformanceILDR has outperformed MIN, delivering a return of +11.5% compared to +0.8%

MIN vs ILDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	ILDR(ETF)
Net Assets	$294M	$294M
Expense Ratio	N/A	0.75%
Max Drawdown	68.09%	44.70%
Sharpe Ratio	-0.32	1.05
5Y Beta	0.14	1.42
P/E Ratio	N/A	48.23
Forward P/E	N/A	25.02
PEG Ratio	N/A	0.20
5Y Dividends CAGR	-6.86%	N/A
5Y EPS CAGR	N/A	37.25%
Debt to Equity	N/A	-120.88%
P/S Ratio	N/A	7.26
P/B Ratio	N/A	8.48

Net Assets

MIN

$294M

Winner

ILDR

$294M

Expense Ratio

MIN

N/A

ILDR

0.75%

Max Drawdown

MIN

68.09%

Winner

ILDR

44.70%

Sharpe Ratio

MIN

-0.32

Winner

ILDR

1.05

5Y Beta

Winner

MIN

0.14

ILDR

1.42

P/E Ratio

MIN

N/A

ILDR

48.23

Forward P/E

MIN

N/A

ILDR

25.02

PEG Ratio

MIN

N/A

ILDR

0.20

5Y Dividends CAGR

MIN

-6.86%

ILDR

N/A

5Y EPS CAGR

MIN

N/A

ILDR

37.25%

Debt to Equity

MIN

N/A

ILDR

-120.88%

P/S Ratio

MIN

N/A

ILDR

7.26

P/B Ratio

MIN

N/A

ILDR

8.48

MIN vs ILDR - Historical Returns

Returns include dividend reinvestment.

Period	MIN	ILDR
1 month	+3.35%	+8.44%
3 months	+2.85%	+2.87%
6 months	-1.23%	+26.70%
1 year	-0.25%	+29.83%
5 years(CAGR)	+0.81%	+11.48%
10 years(CAGR)	+2.70%	N/A
Max(CAGR)	+4.45%	+13.47%

MIN

+3.35%

Winner

ILDR

+8.44%

MIN

+2.85%

Winner

ILDR

+2.87%

MIN

-1.23%

Winner

ILDR

+26.70%

MIN

-0.25%

Winner

ILDR

+29.83%

5Y(CAGR)

MIN

+0.81%

Winner

ILDR

+11.48%

10Y(CAGR)

MIN

+2.70%

ILDR

N/A

Max(CAGR)

MIN

+4.45%

Winner

ILDR

+13.47%

MIN vs ILDR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	ILDR
2026	-0.33%	+18.59%
2025	+6.90%	+28.02%
2024	+6.22%	+31.47%
2023	+5.56%	+39.88%
2022	-14.82%	-35.07%
2021	+3.59%	+7.29%
2020	+9.38%	N/A
2019	+13.42%	N/A
2018	-3.43%	N/A
2017	+3.29%	N/A
2016	+6.53%	N/A
2015	+2.94%	N/A
2014	+0.56%	N/A
2013	-12.60%	N/A
2012	+10.97%	N/A
2011	+7.20%	N/A
2010	+2.87%	N/A
2009	+15.16%	N/A
2008	+11.73%	N/A
2007	+3.03%	N/A
2006	+3.52%	N/A
2005	+2.31%	N/A
2004	-0.01%	N/A
2003	+2.19%	N/A
2002	+12.14%	N/A
2001	+5.51%	N/A
2000	+12.94%	N/A
1999	-3.96%	N/A

MIN vs ILDR Drawdown Comparison

The maximum drawdown for MIN was -19.29%, occurring on Oct 20, 2022. Recovery took 883 trading sessions.

The maximum drawdown for ILDR was -44.61%, occurring on Jun 16, 2022. Recovery took 658 trading sessions.

The current MIN drawdown is -2.02%. The current ILDR drawdown is -2.74%.

Rank	MIN	ILDR
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-44.61% Nov 17, 2021 - Jul 3, 2024
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-26.43% Feb 18, 2025 - Jun 12, 2025
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-17.70% Oct 29, 2025 - Apr 22, 2026
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-14.26% Jun 2, 2026 - Jul 29, 2026
#5	-12.05% Feb 18, 2020 - May 1, 2020	-13.41% Jul 16, 2024 - Sep 24, 2024
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-9.31% Sep 3, 2021 - Nov 4, 2021
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-6.17% Jan 23, 2025 - Feb 18, 2025
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-5.87% Dec 6, 2024 - Jan 21, 2025
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-4.38% Jul 9, 2021 - Jul 23, 2021
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-4.12% May 14, 2026 - May 26, 2026
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-3.90% Aug 5, 2021 - Aug 24, 2021
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-3.77% Nov 7, 2024 - Nov 26, 2024
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-3.64% Oct 9, 2025 - Oct 24, 2025
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-3.61% Jul 30, 2025 - Aug 28, 2025
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-3.55% Sep 22, 2025 - Oct 6, 2025

Correlation

Correlation between MIN and ILDR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

MIN vs ILDR dividend yield comparison.

Year	MIN	ILDR
2026	6.29%	0.00%
2025	8.78%	0.00%
2024	9.12%	0.00%
2023	9.37%	0.00%
2022	10.05%	0.00%
2021	8.97%	0.16%
2020	8.90%	0.00%
2019	9.04%	0.00%
2018	9.70%	0.00%
2017	9.38%	0.00%
2016	9.39%	0.00%
2015	9.71%	0.00%
2014	9.92%	0.00%
2013	9.76%	0.00%
2012	8.27%	0.00%
2011	8.74%	0.00%
2010	9.14%	0.00%
2009	8.52%	0.00%
2008	9.38%	0.00%
2007	4.98%	0.00%
2006	5.55%	0.00%
2005	5.78%	0.00%
2004	5.63%	0.00%
2003	5.84%	0.00%
2002	6.15%	0.00%
2001	7.00%	0.00%
2000	3.18%	0.00%