MFEGX vs. XLG
Compare and contrast key facts about MFS Growth Fund Class A (MFEGX) and Invesco S&P 500 Top 50 ETF (XLG).
MFEGX is a passively managed fund by MFS that tracks the performance of the Russell 1000® Growth Index. It was launched on Dec 29, 1986. XLG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Top 50 Index. It was launched on May 4, 2005. Both MFEGX and XLG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
MFEGX vs. XLG - Performance Comparison
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MFEGX vs. XLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEGX MFS Growth Fund Class A | -13.67% | 12.06% | 51.46% | 35.81% | -31.31% | 23.28% | 36.29% | 37.35% | 2.04% | 30.52% |
XLG Invesco S&P 500 Top 50 ETF | -7.82% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 23.04% |
Returns By Period
In the year-to-date period, MFEGX achieves a -13.67% return, which is significantly lower than XLG's -7.82% return. Both investments have delivered pretty close results over the past 10 years, with MFEGX having a 15.75% annualized return and XLG not far behind at 15.64%.
MFEGX
- 1D
- -0.58%
- 1M
- -9.08%
- YTD
- -13.67%
- 6M
- -14.32%
- 1Y
- 6.27%
- 3Y*
- 21.61%
- 5Y*
- 10.93%
- 10Y*
- 15.75%
XLG
- 1D
- 3.26%
- 1M
- -4.33%
- YTD
- -7.82%
- 6M
- -4.84%
- 1Y
- 19.36%
- 3Y*
- 21.64%
- 5Y*
- 13.80%
- 10Y*
- 15.64%
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MFEGX vs. XLG - Expense Ratio Comparison
MFEGX has a 0.83% expense ratio, which is higher than XLG's 0.20% expense ratio.
Return for Risk
MFEGX vs. XLG — Risk / Return Rank
MFEGX
XLG
MFEGX vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth Fund Class A (MFEGX) and Invesco S&P 500 Top 50 ETF (XLG). 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.
| MFEGX | XLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.97 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.52 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.22 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.60 | -1.40 |
Martin ratioReturn relative to average drawdown | 0.68 | 5.67 | -4.99 |
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
| MFEGX | XLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.97 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.74 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.83 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.58 | -0.12 |
Correlation
The correlation between MFEGX and XLG is 0.91, 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
MFEGX vs. XLG - Dividend Comparison
MFEGX's dividend yield for the trailing twelve months is around 19.55%, more than XLG's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEGX MFS Growth Fund Class A | 19.55% | 16.88% | 28.04% | 5.30% | 1.14% | 2.98% | 7.45% | 1.68% | 3.96% | 2.65% | 1.68% | 3.84% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Drawdowns
MFEGX vs. XLG - Drawdown Comparison
The maximum MFEGX drawdown since its inception was -72.42%, which is greater than XLG's maximum drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for MFEGX and XLG.
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Drawdown Indicators
| MFEGX | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.42% | -52.39% | -20.03% |
Max Drawdown (1Y)Largest decline over 1 year | -17.39% | -12.41% | -4.98% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -28.02% | -8.25% |
Max Drawdown (10Y)Largest decline over 10 years | -36.27% | -30.46% | -5.81% |
Current DrawdownCurrent decline from peak | -17.39% | -9.56% | -7.83% |
Average DrawdownAverage peak-to-trough decline | -22.32% | -7.69% | -14.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.09% | 3.49% | +1.60% |
Volatility
MFEGX vs. XLG - Volatility Comparison
MFS Growth Fund Class A (MFEGX) and Invesco S&P 500 Top 50 ETF (XLG) have volatilities of 5.57% and 5.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEGX | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 5.76% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 10.64% | +1.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 19.97% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.08% | 18.69% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.27% | 18.81% | +2.46% |