MFEIX vs. IWF
Compare and contrast key facts about MFS Growth I (MFEIX) and iShares Russell 1000 Growth ETF (IWF).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEIX or IWF.
Correlation
The correlation between MFEIX and IWF is 0.94, 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.
Performance
MFEIX vs. IWF - Performance Comparison
Key characteristics
MFEIX:
-0.42
IWF:
0.20
MFEIX:
-0.40
IWF:
0.45
MFEIX:
0.94
IWF:
1.06
MFEIX:
-0.36
IWF:
0.21
MFEIX:
-1.05
IWF:
0.80
MFEIX:
10.48%
IWF:
6.22%
MFEIX:
26.32%
IWF:
24.47%
MFEIX:
-74.67%
IWF:
-64.18%
MFEIX:
-26.56%
IWF:
-18.29%
Returns By Period
In the year-to-date period, MFEIX achieves a -13.81% return, which is significantly higher than IWF's -14.84% return. Over the past 10 years, MFEIX has underperformed IWF with an annualized return of 9.13%, while IWF has yielded a comparatively higher 14.14% annualized return.
MFEIX
-13.81%
-7.75%
-21.07%
-9.45%
6.78%
9.13%
IWF
-14.84%
-7.43%
-10.58%
6.44%
15.85%
14.14%
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MFEIX vs. IWF - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is higher than IWF's 0.19% expense ratio.
Risk-Adjusted Performance
MFEIX vs. IWF — Risk-Adjusted Performance Rank
MFEIX
IWF
MFEIX vs. IWF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and iShares Russell 1000 Growth ETF (IWF). 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
MFEIX vs. IWF - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 0.10%, less than IWF's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 0.10% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 2.50% | 0.02% | 0.22% | 3.90% |
IWF iShares Russell 1000 Growth ETF | 0.52% | 0.46% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% |
Drawdowns
MFEIX vs. IWF - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -74.67%, which is greater than IWF's maximum drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for MFEIX and IWF. For additional features, visit the drawdowns tool.
Volatility
MFEIX vs. IWF - Volatility Comparison
MFS Growth I (MFEIX) and iShares Russell 1000 Growth ETF (IWF) have volatilities of 15.05% and 15.83%, 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.