MIN vs MFUS

Comparison between MFS Intermediate Income Trust (MIN, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR U.S. EQUITY ETF (MFUS, ETF).

5-Year PerformanceMFUS has outperformed MIN, delivering a return of +12.8% compared to +0.8%

MIN vs MFUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	MFUS(ETF)
Net Assets	$294M	$294M
Expense Ratio	N/A	0.29%
Max Drawdown	68.09%	35.21%
Sharpe Ratio	-0.32	1.54
5Y Beta	0.14	0.78
P/E Ratio	N/A	24.36
Forward P/E	N/A	16.90
5Y Dividends CAGR	-6.86%	10.62%
5Y EPS CAGR	N/A	13.64%
Debt to Equity	N/A	13.04%
P/S Ratio	N/A	1.56
P/B Ratio	N/A	3.59

Net Assets

MIN

$294M

Winner

MFUS

$294M

Expense Ratio

MIN

N/A

MFUS

0.29%

Max Drawdown

MIN

68.09%

Winner

MFUS

35.21%

Sharpe Ratio

MIN

-0.32

Winner

MFUS

1.54

5Y Beta

Winner

MIN

0.14

MFUS

0.78

P/E Ratio

MIN

N/A

MFUS

24.36

Forward P/E

MIN

N/A

MFUS

16.90

5Y Dividends CAGR

MIN

-6.86%

Winner

MFUS

10.62%

5Y EPS CAGR

MIN

N/A

MFUS

13.64%

Debt to Equity

MIN

N/A

MFUS

13.04%

P/S Ratio

MIN

N/A

MFUS

1.56

P/B Ratio

MIN

N/A

MFUS

3.59

MIN vs MFUS - Historical Returns

Returns include dividend reinvestment.

Period	MIN	MFUS
1 month	+3.35%	+1.59%
3 months	+2.85%	+2.91%
6 months	-1.23%	+9.86%
1 year	-0.25%	+22.77%
5 years(CAGR)	+0.81%	+12.78%
10 years(CAGR)	+2.70%	+13.50%
Max(CAGR)	+4.45%	+13.50%

Winner

MIN

+3.35%

MFUS

+1.59%

MIN

+2.85%

Winner

MFUS

+2.91%

MIN

-1.23%

Winner

MFUS

+9.86%

MIN

-0.25%

Winner

MFUS

+22.77%

5Y(CAGR)

MIN

+0.81%

Winner

MFUS

+12.78%

10Y(CAGR)

MIN

+2.70%

Winner

MFUS

+13.50%

Max(CAGR)

MIN

+4.45%

Winner

MFUS

+13.50%

MIN vs MFUS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	MFUS
2026	-0.33%	+17.43%
2025	+6.90%	+15.97%
2024	+6.22%	+20.53%
2023	+5.56%	+12.32%
2022	-14.82%	-6.39%
2021	+3.59%	+25.38%
2020	+9.38%	+10.26%
2019	+13.42%	+26.62%
2018	-3.43%	-7.45%
2017	+3.29%	+11.20%
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 MFUS Drawdown Comparison

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

The maximum drawdown for MFUS was -35.21%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current MIN drawdown is -2.02%. The current MFUS drawdown is -1.63%.

Rank	MIN	MFUS
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-35.21% Feb 12, 2020 - Nov 9, 2020
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-19.63% Sep 21, 2018 - Jul 26, 2019
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-18.22% Apr 20, 2022 - Dec 13, 2023
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-15.39% Feb 19, 2025 - Jun 24, 2025
#5	-12.05% Feb 18, 2020 - May 1, 2020	-8.95% Jan 29, 2018 - Jul 26, 2018
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-8.23% Jan 4, 2022 - Apr 20, 2022
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-6.91% Jul 16, 2024 - Aug 23, 2024
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-6.39% Feb 11, 2026 - Apr 13, 2026
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-6.37% Nov 16, 2021 - Jan 4, 2022
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-5.94% Mar 28, 2024 - Jun 12, 2024
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-5.89% Nov 29, 2024 - Feb 5, 2025
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-4.81% Jul 26, 2019 - Sep 5, 2019
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-4.67% Jun 8, 2021 - Aug 10, 2021
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-4.51% Oct 27, 2025 - Nov 28, 2025
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-4.37% May 7, 2021 - Jun 1, 2021

Correlation

Correlation between MIN and MFUS is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

MIN vs MFUS dividend yield comparison.

Year	MIN	MFUS
2026	6.29%	0.71%
2025	8.78%	1.54%
2024	9.12%	1.45%
2023	9.37%	1.96%
2022	10.05%	2.07%
2021	8.97%	1.35%
2020	8.90%	1.72%
2019	9.04%	1.89%
2018	9.70%	1.69%
2017	9.38%	1.01%
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%