STPZ vs MFSV

Comparison between PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF) and MFS ACTIVE VALUE ETF (MFSV, ETF).

STPZ vs MFSV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STPZ(ETF)	MFSV(ETF)
Net Assets	$527M	$526M
Expense Ratio	0.20%	0.44%
Max Drawdown	11.29%	13.09%
Sharpe Ratio	-0.45	1.20
5Y Beta	-0.01	0.60
P/E Ratio	N/A	22.03
Forward P/E	N/A	18.25
PEG Ratio	N/A	0.59
5Y Dividends CAGR	10.09%	N/A
5Y EPS CAGR	N/A	13.68%
Debt to Equity	N/A	74.49%
P/S Ratio	N/A	1.86
P/B Ratio	N/A	3.53

Net Assets

Winner

STPZ

$527M

MFSV

$526M

Expense Ratio

Winner

STPZ

0.20%

MFSV

0.44%

Max Drawdown

Winner

STPZ

11.29%

MFSV

13.09%

Sharpe Ratio

STPZ

-0.45

Winner

MFSV

1.20

5Y Beta

Winner

STPZ

-0.01

MFSV

0.60

P/E Ratio

STPZ

N/A

MFSV

22.03

Forward P/E

STPZ

N/A

MFSV

18.25

PEG Ratio

STPZ

N/A

MFSV

0.59

5Y Dividends CAGR

STPZ

10.09%

MFSV

N/A

5Y EPS CAGR

STPZ

N/A

MFSV

13.68%

Debt to Equity

STPZ

N/A

MFSV

74.49%

P/S Ratio

STPZ

N/A

MFSV

1.86

P/B Ratio

STPZ

N/A

MFSV

3.53

STPZ vs MFSV - Historical Returns

Returns include dividend reinvestment.

Period	STPZ	MFSV
1 month	+0.49%	+2.76%
3 months	+0.13%	+6.19%
6 months	+1.43%	+7.52%
1 year	+2.79%	+17.15%
5 years(CAGR)	+2.74%	N/A
10 years(CAGR)	+2.80%	N/A
Max(CAGR)	+2.41%	+11.84%

STPZ

+0.49%

Winner

MFSV

+2.76%

STPZ

+0.13%

Winner

MFSV

+6.19%

STPZ

+1.43%

Winner

MFSV

+7.52%

STPZ

+2.79%

Winner

MFSV

+17.15%

5Y(CAGR)

STPZ

+2.74%

MFSV

N/A

10Y(CAGR)

STPZ

+2.80%

MFSV

N/A

Max(CAGR)

STPZ

+2.41%

Winner

MFSV

+11.84%

STPZ vs MFSV - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	STPZ	MFSV
2026	+1.54%	+9.77%
2025	+6.31%	+13.80%
2024	+4.32%	-4.64%
2023	+4.29%	N/A
2022	-4.34%	N/A
2021	+5.44%	N/A
2020	+5.16%	N/A
2019	+4.77%	N/A
2018	+0.03%	N/A
2017	+0.53%	N/A
2016	+2.87%	N/A
2015	-0.45%	N/A
2014	-1.43%	N/A
2013	-2.04%	N/A
2012	+2.35%	N/A
2011	+4.67%	N/A
2010	+3.43%	N/A
2009	+3.53%	N/A

STPZ vs MFSV Drawdown Comparison

The maximum drawdown for STPZ was -6.77%, occurring on Mar 18, 2020. Recovery took 66 trading sessions.

The maximum drawdown for MFSV was -12.74%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

The current STPZ drawdown is -0.44%. The current MFSV drawdown is -0.31%.

Rank	STPZ	MFSV
#1	-6.77% Mar 4, 2020 - Jun 8, 2020	-12.74% Feb 28, 2025 - Jun 27, 2025
#2	-6.69% Mar 11, 2022 - Jun 4, 2024	-6.34% Mar 2, 2026 - Jun 4, 2026
#3	-4.65% Sep 14, 2012 - Feb 19, 2019	-5.49% Dec 5, 2024 - Jan 27, 2025
#4	-2.55% Nov 17, 2021 - Mar 1, 2022	-3.45% Oct 27, 2025 - Nov 28, 2025
#5	-2.00% Aug 10, 2011 - Nov 7, 2011	-2.97% Jul 25, 2025 - Aug 20, 2025
#6	-1.89% Oct 14, 2010 - Jan 13, 2011	-2.48% Oct 3, 2025 - Oct 27, 2025
#7	-1.35% Apr 30, 2025 - Jul 11, 2025	-1.78% Jan 16, 2026 - Feb 4, 2026
#8	-1.19% May 6, 2010 - Jul 30, 2010	-1.66% Jul 3, 2025 - Jul 23, 2025
#9	-1.15% Nov 7, 2011 - Jan 26, 2012	-1.50% Jan 6, 2026 - Jan 9, 2026
#10	-1.12% Sep 24, 2024 - Jan 27, 2025	-1.40% Aug 22, 2025 - Sep 11, 2025
#11	-1.11% Apr 3, 2025 - Apr 28, 2025	-1.31% Dec 15, 2025 - Dec 24, 2025
#12	-1.11% Feb 27, 2012 - Aug 7, 2012	-1.22% Jun 16, 2026 - Jul 1, 2026
#13	-1.09% Jan 31, 2011 - Feb 22, 2011	-1.21% Feb 11, 2026 - Feb 26, 2026
#14	-1.09% Aug 2, 2011 - Aug 10, 2011	-1.15% Dec 24, 2025 - Jan 5, 2026
#15	-0.93% Mar 17, 2026 - Apr 13, 2026	-1.13% Jan 27, 2025 - Feb 19, 2025

Correlation

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

0.87

-101

Dividend Comparison (2009 - 2026)

STPZ vs MFSV dividend yield comparison.

Year	STPZ	MFSV
2026	2.87%	0.69%
2025	3.65%	1.53%
2024	1.97%	0.11%
2023	1.63%	0.00%
2022	5.88%	0.00%
2021	3.65%	0.00%
2020	1.86%	0.00%
2019	1.76%	0.00%
2018	2.23%	0.00%
2017	1.51%	0.00%
2016	0.65%	0.00%
2015	0.49%	0.00%
2014	0.86%	0.00%
2013	0.09%	0.00%
2012	1.00%	0.00%
2011	3.09%	0.00%
2010	1.11%	0.00%
2009	0.69%	0.00%