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MIN vs SPY

Comparison between MFS Intermediate Income Trust (MIN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed MIN, delivering a return of +13.3% compared to +0.6%

MIN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MIN
$300M
Winner
SPY
$735B
Expense Ratio
MIN
N/A
SPY
0.09%
Max Drawdown
MIN
67.82%
Winner
SPY
56.47%
Sharpe Ratio
MIN
-0.32
Winner
SPY
1.62
5Y Beta
Winner
MIN
0.15
SPY
1.00
P/E Ratio
MIN
N/A
SPY
28.99
Forward P/E
MIN
N/A
SPY
22.37
5Y Dividends CAGR
MIN
-7.58%
Winner
SPY
5.43%
5Y EPS CAGR
MIN
N/A
SPY
26.05%
Debt to Equity
MIN
N/A
SPY
32.40%
P/S Ratio
MIN
N/A
SPY
3.74
P/B Ratio
MIN
N/A
SPY
5.61

MIN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MIN
-0.04%
Winner
SPY
+1.90%
3M
MIN
-1.31%
Winner
SPY
+8.55%
6M
MIN
-2.57%
Winner
SPY
+8.18%
1Y
MIN
-0.33%
Winner
SPY
+25.79%
5Y(CAGR)
MIN
+0.56%
Winner
SPY
+13.32%
10Y(CAGR)
MIN
+2.76%
Winner
SPY
+15.19%
Max(CAGR)
MIN
+4.38%
Winner
SPY
+8.47%

MIN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMINSPY
2026-3.10%+8.26%
2025+6.90%+18.00%
2024+6.22%+25.59%
2023+5.56%+26.72%
2022-14.82%-18.64%
2021+3.59%+30.52%
2020+9.38%+17.28%
2019+13.42%+31.09%
2018-3.43%-5.24%
2017+3.29%+20.78%
2016+6.53%+13.59%
2015+2.94%+1.31%
2014+0.56%+14.56%
2013-12.60%+29.00%
2012+10.97%+14.17%
2011+7.20%+0.85%
2010+2.87%+13.14%
2009+15.16%+22.67%
2008+11.73%-36.25%
2007+3.03%+5.32%
2006+3.52%+13.85%
2005+2.31%+5.32%
2004-0.01%+10.75%
2003+2.19%+24.18%
2002+12.14%-22.42%
2001+5.51%-10.13%
2000+12.94%-8.84%
1999-3.96%+8.61%

MIN vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current MIN drawdown is -4.74%. The current SPY drawdown is -2.90%.

RankMINSPY
#1-19.29%
Aug 17, 2021 - Feb 24, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-19.02%
Dec 21, 2012 - Mar 29, 2019		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-14.89%
Sep 10, 2008 - Dec 17, 2008		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-12.32%
Jun 13, 2003 - Nov 20, 2006		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.05%
Feb 18, 2020 - May 1, 2020		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.33%
Nov 9, 2010 - Dec 22, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.08%
Mar 25, 2010 - Jun 30, 2010		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.58%
Sep 10, 2002 - Jan 17, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.12%
Oct 26, 2012 - Dec 21, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.70%
Feb 12, 2009 - Apr 17, 2009		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.80%
Apr 11, 2000 - Aug 15, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.19%
Jan 14, 2026 - Mar 27, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.95%
Nov 13, 2001 - Feb 12, 2002		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.94%
Nov 1, 1999 - Apr 10, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.44%
Sep 17, 2001 - Oct 2, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MIN and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

MIN vs SPY dividend yield comparison.

YearMINSPY
20263.91%0.24%
20258.78%1.07%
20249.12%1.21%
20239.37%1.40%
202210.05%1.65%
20218.97%1.20%
20208.90%1.52%
20199.04%1.75%
20189.70%2.04%
20179.38%1.80%
20169.39%2.03%
20159.71%2.06%
20149.92%1.87%
20139.76%1.81%
20128.27%2.18%
20118.74%2.05%
20109.14%1.80%
20098.52%1.95%
20089.38%3.02%
20074.98%1.85%
20065.55%1.73%
20055.78%1.73%
20045.63%1.82%
20035.84%1.47%
20026.15%1.70%
20017.00%1.25%
20003.18%1.15%
19990.00%0.24%

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