BSPGX vs. MGRVX
Compare and contrast key facts about iShares S&P 500 Index Fund Class G (BSPGX) and MFS International Growth Fund Class R4 (MGRVX).
BSPGX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Jul 1, 2019. MGRVX is managed by MFS. It was launched on Oct 1, 2008.
Performance
BSPGX vs. MGRVX - Performance Comparison
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BSPGX vs. MGRVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | -4.63% | 17.85% | 24.96% | 26.27% | -18.12% | 28.66% | 19.16% | 11.06% |
MGRVX MFS International Growth Fund Class R4 | -3.51% | 21.04% | 9.10% | 14.82% | -15.10% | 9.50% | 15.70% | 6.85% |
Returns By Period
In the year-to-date period, BSPGX achieves a -4.63% return, which is significantly lower than MGRVX's -3.51% return.
BSPGX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.46%
- 1Y
- 16.97%
- 3Y*
- 18.17%
- 5Y*
- 11.71%
- 10Y*
- —
MGRVX
- 1D
- 2.71%
- 1M
- -8.23%
- YTD
- -3.51%
- 6M
- -2.79%
- 1Y
- 11.25%
- 3Y*
- 10.25%
- 5Y*
- 5.91%
- 10Y*
- 9.44%
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BSPGX vs. MGRVX - Expense Ratio Comparison
BSPGX has a 0.01% expense ratio, which is lower than MGRVX's 0.83% expense ratio.
Return for Risk
BSPGX vs. MGRVX — Risk / Return Rank
BSPGX
MGRVX
BSPGX vs. MGRVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Class G (BSPGX) and MFS International Growth Fund Class R4 (MGRVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BSPGX | MGRVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.84 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.19 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.16 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.88 | +0.61 |
Martin ratioReturn relative to average drawdown | 7.16 | 3.48 | +3.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSPGX | MGRVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.84 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.38 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.42 | +0.30 |
Correlation
The correlation between BSPGX and MGRVX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSPGX vs. MGRVX - Dividend Comparison
BSPGX's dividend yield for the trailing twelve months is around 1.56%, less than MGRVX's 5.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | 1.56% | 1.74% | 1.43% | 1.52% | 2.04% | 1.83% | 2.09% | 2.25% | 0.00% | 0.00% | 0.00% | 0.00% |
MGRVX MFS International Growth Fund Class R4 | 5.70% | 5.50% | 6.21% | 2.73% | 2.94% | 6.84% | 0.72% | 1.48% | 4.10% | 2.53% | 1.22% | 1.15% |
Drawdowns
BSPGX vs. MGRVX - Drawdown Comparison
The maximum BSPGX drawdown since its inception was -33.74%, smaller than the maximum MGRVX drawdown of -36.30%. Use the drawdown chart below to compare losses from any high point for BSPGX and MGRVX.
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Drawdown Indicators
| BSPGX | MGRVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.74% | -36.30% | +2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.40% | +0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -30.56% | +6.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.56% | — |
Current DrawdownCurrent decline from peak | -6.51% | -9.87% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -6.67% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 3.14% | -0.62% |
Volatility
BSPGX vs. MGRVX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund Class G (BSPGX) is 5.17%, while MFS International Growth Fund Class R4 (MGRVX) has a volatility of 6.52%. This indicates that BSPGX experiences smaller price fluctuations and is considered to be less risky than MGRVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPGX | MGRVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.17% | 6.52% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.44% | 9.85% | -0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 14.49% | +3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 15.48% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.17% | 15.69% | +4.48% |