SFTX vs MFSB
Comparison between Horizon International Managed Risk ETF (SFTX, ETF) and MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF).
SFTX vs MFSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFTX
$424M
MFSB
$424M
Expense Ratio
SFTX
0.82%
Winner
MFSB
0.34%
Max Drawdown
SFTX
12.75%
Winner
MFSB
3.55%
Sharpe Ratio
Winner
SFTX
1.82
MFSB
0.47
5Y Beta
SFTX
1.33
Winner
MFSB
0.06
SFTX vs MFSB - Holdings Comparison
SFTX and MFSB have 1 common holdings. Overlap is -0.07%
SFTX's top 25 holdings weight is 34.88%. MFSB's top 25 holdings weight is 30.10%.
| Rank | SFTX | MFSB |
|---|---|---|
| #1 | n/a (n/a) - 4.46% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 11.52% |
| #2 | ASML HOLDING NV (n/a) - 4.02% | UNITED STATES TREASURY NOTES 3.875% (n/a) - 3.22% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.76% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 2.56% |
| #4 | SK HYNIX INC (n/a) - 2.23% | SSC GOVERNMENT MM GVMXX (n/a) - 1.99% |
| #5 | THE TORONTO-DOMINION BANK (n/a) - 1.68% | UNITED STATES TREASURY BONDS 4.875% (n/a) - 0.95% |
| #6 | SHELL PLC (n/a) - 1.53% | UNITED STATES TREASURY BONDS 4.5% (n/a) - 0.94% |
| #7 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.40% | UNITED STATES TREASURY BONDS 4.25% (n/a) - 0.58% |
| #8 | TOTALENERGIES SE (TTE:XPAR) - 1.29% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 0.56% |
| #9 | TOKYO ELECTRON LTD (n/a) - 1.23% | n/a (n/a) - 0.54% |
| #10 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.07% | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 6.1373% (n/a) - 0.52% |
| #11 | RIO TINTO PLC ORDINARY SHARES (n/a) - 1.06% | BOSTON PROPERTIES LP 5.75% (n/a) - 0.52% |
| #12 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.01% | n/a (n/a) - 0.49% |
| #13 | ADVANTEST CORP (n/a) - 1.00% | MORGAN STANLEY 5.664% (n/a) - 0.48% |
| #14 | ROYAL BANK OF CANADA (RY) - 1.00% | JPMORGAN CHASE & CO. 4.946% (n/a) - 0.48% |
| #15 | ISHARES MSCI INDIA ETF (INDA) - 0.97% | ELMWOOD CLO LTD 2021-8R 5.44041% (n/a) - 0.47% |
| #16 | SOFTBANK GROUP CORP (n/a) - 0.95% | BOEING CO. 6.528% (n/a) - 0.47% |
| #17 | ASTRAZENECA PLC (AZN) - 0.91% | BAIN CAPITAL CREDIT CLO 2019-1 5.27523% (n/a) - 0.47% |
| #18 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.87% | LOANCORE 2025-CRE9 ISSUER LLC 5.32506% (n/a) - 0.47% |
| #19 | AGNICO EAGLE MINES LTD (AEM) - 0.84% | JEFFERIES FINANCIAL GROUP INC 5.5% (n/a) - 0.46% |
| #20 | BARRICK MINING CORP (n/a) - 0.81% | n/a (n/a) - 0.46% |
| #21 | ALLIANZ SE (n/a) - 0.80% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 0.46% |
| #22 | ABB LTD (n/a) - 0.80% | SANTOS FINANCE LTD. 5.75% (n/a) - 0.43% |
| #23 | MURATA MANUFACTURING CO LTD (n/a) - 0.74% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.39% |
| #24 | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.74% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 0.35% |
| #25 | INVESTOR AB CLASS B (n/a) - 0.71% | QUIKRETE HOLDINGS INC 6.375% (n/a) - 0.32% |
| Total Holdings | 298 | 260 |
SFTX vs MFSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFTX
+4.36%
MFSB
+0.91%
3M
Winner
SFTX
+17.70%
MFSB
+1.20%
6M
Winner
SFTX
+24.03%
MFSB
+1.07%
1Y
SFTX
N/A
MFSB
+5.08%
Max(CAGR)
Winner
SFTX
+51.20%
MFSB
+4.28%
SFTX vs MFSB - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SFTX | MFSB |
|---|---|---|
| 2026 | +21.06% | +0.94% |
| 2025 | +1.61% | +7.80% |
| 2024 | N/A | -1.50% |
SFTX vs MFSB Drawdown Comparison
The maximum drawdown for SFTX was -12.75%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The current MFSB drawdown is -0.98%.
| Rank | SFTX | MFSB |
|---|---|---|
| #1 | -12.75% Feb 25, 2026 - May 5, 2026 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -5.21% Jun 4, 2026 - Jun 15, 2026 | -2.76% Apr 4, 2025 - Jun 20, 2025 |
| #3 | -4.27% May 14, 2026 - Jun 1, 2026 | -2.71% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -3.14% Jan 29, 2026 - Feb 9, 2026 | -0.98% Oct 28, 2025 - Nov 26, 2025 |
| #5 | -2.33% Dec 11, 2025 - Dec 23, 2025 | -0.98% Jun 30, 2025 - Jul 29, 2025 |
| #6 | -2.19% May 11, 2026 - May 14, 2026 | -0.98% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -1.80% Jan 15, 2026 - Jan 22, 2026 | -0.79% Nov 26, 2025 - Jan 14, 2026 |
| #8 | -1.49% May 6, 2026 - May 8, 2026 | -0.67% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -1.29% Feb 11, 2026 - Feb 20, 2026 | -0.61% Sep 16, 2025 - Oct 13, 2025 |
| #10 | -1.12% Jun 15, 2026 - Jun 18, 2026 | -0.49% Aug 13, 2025 - Aug 27, 2025 |
| #11 | -1.09% Jan 6, 2026 - Jan 9, 2026 | -0.35% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -0.69% Dec 26, 2025 - Jan 2, 2026 | -0.27% Aug 5, 2025 - Aug 13, 2025 |
| #13 | -0.29% Jun 2, 2026 - Jun 4, 2026 | -0.26% Jun 26, 2025 - Jun 30, 2025 |
| #14 | -0.23% Jan 12, 2026 - Jan 14, 2026 | -0.20% Feb 17, 2026 - Feb 23, 2026 |
| #15 | -0.14% Dec 5, 2025 - Dec 10, 2025 | -0.16% Feb 26, 2025 - Feb 28, 2025 |
Correlation
Correlation between SFTX and MFSB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2024 - 2026)
SFTX vs MFSB dividend yield comparison.
| Year | SFTX | MFSB |
|---|---|---|
| 2026 | 0.00% | 1.89% |
| 2025 | 0.25% | 4.58% |
| 2024 | 0.00% | 0.37% |
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