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.
Performance
MFEIX vs. IWF - Performance Comparison
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MFEIX vs. IWF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | -13.62% | 12.34% | 49.67% | 36.15% | -31.14% | 23.59% | 31.65% | 37.69% | 2.30% | 30.86% |
IWF iShares Russell 1000 Growth ETF | -9.83% | 18.33% | 33.12% | 42.59% | -29.31% | 27.43% | 38.25% | 35.86% | -1.67% | 29.95% |
Returns By Period
In the year-to-date period, MFEIX achieves a -13.62% return, which is significantly lower than IWF's -9.83% return. Over the past 10 years, MFEIX has underperformed IWF with an annualized return of 15.44%, while IWF has yielded a comparatively higher 16.53% annualized return.
MFEIX
- 1D
- -0.59%
- 1M
- -9.06%
- YTD
- -13.62%
- 6M
- -14.22%
- 1Y
- 6.53%
- 3Y*
- 21.33%
- 5Y*
- 10.89%
- 10Y*
- 15.44%
IWF
- 1D
- 3.77%
- 1M
- -5.20%
- YTD
- -9.83%
- 6M
- -8.80%
- 1Y
- 18.54%
- 3Y*
- 21.01%
- 5Y*
- 12.22%
- 10Y*
- 16.53%
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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.
Return for Risk
MFEIX vs. IWF — Risk / Return Rank
MFEIX
IWF
MFEIX vs. IWF - Risk-Adjusted Trends 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.
| MFEIX | IWF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.83 | -0.53 |
Sortino ratioReturn per unit of downside risk | 0.59 | 1.35 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.15 | -0.93 |
Martin ratioReturn relative to average drawdown | 0.74 | 3.95 | -3.21 |
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
| MFEIX | IWF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.83 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.57 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.79 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.36 | +0.05 |
Correlation
The correlation between MFEIX and IWF is 0.95, 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
MFEIX vs. IWF - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 17.36%, more than IWF's 0.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 17.36% | 14.99% | 25.47% | 4.86% | 1.05% | 2.76% | 3.57% | 1.57% | 3.78% | 2.50% | 1.61% | 3.65% |
IWF iShares Russell 1000 Growth ETF | 0.40% | 0.36% | 0.46% | 0.67% | 0.91% | 0.49% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% |
Drawdowns
MFEIX vs. IWF - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -72.24%, which is greater than IWF's maximum drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for MFEIX and IWF.
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Drawdown Indicators
| MFEIX | IWF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.24% | -64.25% | -7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -17.30% | -16.27% | -1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -36.11% | -32.72% | -3.39% |
Max Drawdown (10Y)Largest decline over 10 years | -36.11% | -32.72% | -3.39% |
Current DrawdownCurrent decline from peak | -17.30% | -13.12% | -4.18% |
Average DrawdownAverage peak-to-trough decline | -23.85% | -22.21% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 4.74% | +0.32% |
Volatility
MFEIX vs. IWF - Volatility Comparison
The current volatility for MFS Growth I (MFEIX) is 5.58%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 6.74%. This indicates that MFEIX experiences smaller price fluctuations and is considered to be less risky than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFEIX | IWF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 6.74% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 12.36% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.56% | 22.40% | -0.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.87% | 21.41% | +0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.16% | 20.92% | +0.24% |