MFEIX vs. SPYG
Compare and contrast key facts about MFS Growth I (MFEIX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
MFEIX is managed by MFS. It was launched on Jul 10, 1997. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MFEIX or SPYG.
Correlation
The correlation between MFEIX and SPYG is 0.90, 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. SPYG - Performance Comparison
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Key characteristics
MFEIX:
-0.03
SPYG:
0.79
MFEIX:
0.17
SPYG:
1.25
MFEIX:
1.03
SPYG:
1.18
MFEIX:
-0.00
SPYG:
0.91
MFEIX:
-0.01
SPYG:
3.06
MFEIX:
11.78%
SPYG:
6.59%
MFEIX:
26.81%
SPYG:
25.08%
MFEIX:
-74.67%
SPYG:
-67.79%
MFEIX:
-16.10%
SPYG:
-5.37%
Returns By Period
In the year-to-date period, MFEIX achieves a -1.54% return, which is significantly lower than SPYG's -0.54% return. Over the past 10 years, MFEIX has underperformed SPYG with an annualized return of 10.57%, while SPYG has yielded a comparatively higher 14.60% annualized return.
MFEIX
-1.54%
11.48%
-12.69%
-0.73%
9.34%
10.57%
SPYG
-0.54%
11.51%
0.13%
19.69%
17.76%
14.60%
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MFEIX vs. SPYG - Expense Ratio Comparison
MFEIX has a 0.60% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
MFEIX vs. SPYG — Risk-Adjusted Performance Rank
MFEIX
SPYG
MFEIX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Growth I (MFEIX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.
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Dividends
MFEIX vs. SPYG - Dividend Comparison
MFEIX's dividend yield for the trailing twelve months is around 0.09%, less than SPYG's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFEIX MFS Growth I | 0.09% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.06% | 2.50% | 0.02% | 0.22% | 3.90% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.62% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
MFEIX vs. SPYG - Drawdown Comparison
The maximum MFEIX drawdown since its inception was -74.67%, which is greater than SPYG's maximum drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for MFEIX and SPYG. For additional features, visit the drawdowns tool.
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Volatility
MFEIX vs. SPYG - Volatility Comparison
The current volatility for MFS Growth I (MFEIX) is 7.08%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 7.64%. This indicates that MFEIX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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