MFBFX vs. IVV
Compare and contrast key facts about MFS Corporate Bond Fund (MFBFX) and iShares Core S&P 500 ETF (IVV).
MFBFX is managed by MFS. It was launched on May 8, 1974. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFBFX or IVV.
Correlation
The correlation between MFBFX and IVV is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MFBFX vs. IVV - Performance Comparison
Key characteristics
MFBFX:
0.91
IVV:
1.83
MFBFX:
1.33
IVV:
2.47
MFBFX:
1.16
IVV:
1.33
MFBFX:
0.30
IVV:
2.78
MFBFX:
2.66
IVV:
11.53
MFBFX:
1.85%
IVV:
2.03%
MFBFX:
5.33%
IVV:
12.70%
MFBFX:
-25.56%
IVV:
-55.25%
MFBFX:
-10.74%
IVV:
0.00%
Returns By Period
In the year-to-date period, MFBFX achieves a 0.79% return, which is significantly lower than IVV's 4.08% return. Over the past 10 years, MFBFX has underperformed IVV with an annualized return of 1.92%, while IVV has yielded a comparatively higher 13.30% annualized return.
MFBFX
0.79%
2.12%
-0.04%
5.43%
-0.73%
1.92%
IVV
4.08%
4.73%
10.98%
23.95%
14.38%
13.30%
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MFBFX vs. IVV - Expense Ratio Comparison
MFBFX has a 0.76% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
MFBFX vs. IVV — Risk-Adjusted Performance Rank
MFBFX
IVV
MFBFX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Corporate Bond Fund (MFBFX) and iShares Core S&P 500 ETF (IVV). 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.
Dividends
MFBFX vs. IVV - Dividend Comparison
MFBFX's dividend yield for the trailing twelve months is around 4.48%, more than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFBFX MFS Corporate Bond Fund | 4.48% | 4.48% | 3.83% | 3.19% | 2.52% | 2.57% | 3.03% | 3.16% | 3.08% | 3.27% | 3.87% | 3.61% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
MFBFX vs. IVV - Drawdown Comparison
The maximum MFBFX drawdown since its inception was -25.56%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MFBFX and IVV. For additional features, visit the drawdowns tool.
Volatility
MFBFX vs. IVV - Volatility Comparison
The current volatility for MFS Corporate Bond Fund (MFBFX) is 1.54%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.52%. This indicates that MFBFX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.