XFIV vs MFSB
Comparison between BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV, ETF) and MFS ACTIVE CORE PLUS BOND ETF (MFSB, ETF).
XFIV vs MFSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XFIV
$424M
MFSB
$424M
Expense Ratio
Winner
XFIV
0.05%
MFSB
0.34%
Max Drawdown
XFIV
7.83%
Winner
MFSB
3.55%
Sharpe Ratio
XFIV
-0.23
Winner
MFSB
0.47
5Y Beta
Winner
XFIV
-0.01
MFSB
0.06
XFIV vs MFSB - Historical Returns
Returns include dividend reinvestment.
1M
XFIV
+0.19%
Winner
MFSB
+0.91%
3M
XFIV
-0.36%
Winner
MFSB
+1.20%
6M
XFIV
-0.55%
Winner
MFSB
+1.07%
1Y
XFIV
+2.51%
Winner
MFSB
+5.08%
Max(CAGR)
XFIV
+3.18%
Winner
MFSB
+4.28%
XFIV vs MFSB - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | XFIV | MFSB |
|---|---|---|
| 2026 | -0.58% | +0.94% |
| 2025 | +7.47% | +7.80% |
| 2024 | +1.82% | -1.50% |
| 2023 | +4.07% | N/A |
| 2022 | -0.57% | N/A |
XFIV vs MFSB Drawdown Comparison
The maximum drawdown for XFIV was -6.38%, occurring on Oct 19, 2023. Recovery took 163 trading sessions.
The maximum drawdown for MFSB was -3.20%, occurring on Jan 14, 2025. Recovery took 52 trading sessions.
The current XFIV drawdown is -2.27%. The current MFSB drawdown is -0.98%.
| Rank | XFIV | MFSB |
|---|---|---|
| #1 | -6.38% May 4, 2023 - Dec 27, 2023 | -3.20% Dec 6, 2024 - Feb 25, 2025 |
| #2 | -4.47% Sep 16, 2024 - Apr 3, 2025 | -2.76% Apr 4, 2025 - Jun 20, 2025 |
| #3 | -3.89% Jan 18, 2023 - Mar 17, 2023 | -2.71% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -3.71% Sep 16, 2022 - Dec 1, 2022 | -0.98% Oct 28, 2025 - Nov 26, 2025 |
| #5 | -3.50% Feb 1, 2024 - Jul 11, 2024 | -0.98% Jun 30, 2025 - Jul 29, 2025 |
| #6 | -2.90% Feb 27, 2026 - May 19, 2026 | -0.98% Mar 3, 2025 - Apr 1, 2025 |
| #7 | -2.11% Apr 4, 2025 - Apr 30, 2025 | -0.79% Nov 26, 2025 - Jan 14, 2026 |
| #8 | -1.99% Apr 30, 2025 - Jun 25, 2025 | -0.67% Jan 14, 2026 - Feb 5, 2026 |
| #9 | -1.73% Dec 15, 2022 - Jan 9, 2023 | -0.61% Sep 16, 2025 - Oct 13, 2025 |
| #10 | -1.57% Apr 6, 2023 - May 3, 2023 | -0.49% Aug 13, 2025 - Aug 27, 2025 |
| #11 | -1.22% Mar 23, 2023 - Apr 4, 2023 | -0.35% Jul 29, 2025 - Aug 1, 2025 |
| #12 | -1.19% Mar 17, 2023 - Mar 23, 2023 | -0.27% Aug 5, 2025 - Aug 13, 2025 |
| #13 | -1.19% Dec 27, 2023 - Feb 1, 2024 | -0.26% Jun 26, 2025 - Jun 30, 2025 |
| #14 | -1.07% Jun 30, 2025 - Aug 1, 2025 | -0.20% Feb 17, 2026 - Feb 23, 2026 |
| #15 | -1.00% Aug 5, 2024 - Aug 21, 2024 | -0.16% Feb 26, 2025 - Feb 28, 2025 |
Correlation
Correlation between XFIV and MFSB is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
XFIV vs MFSB dividend yield comparison.
| Year | XFIV | MFSB |
|---|---|---|
| 2026 | 1.62% | 1.89% |
| 2025 | 4.05% | 4.58% |
| 2024 | 3.92% | 0.37% |
| 2023 | 3.63% | 0.00% |
| 2022 | 1.06% | 0.00% |
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