MFSG vs. BIBL
MFSG (MFS Active Growth ETF) and BIBL (Inspire 100 ETF) are both Large Cap Growth Equities funds. MFSG is actively managed, while BIBL is passively managed. Over the past year, MFSG returned 21.54% vs 40.34% for BIBL. A 0.69 correlation means they provide meaningful diversification when combined. MFSG charges 0.49%/yr vs 0.35%/yr for BIBL.
Performance
MFSG vs. BIBL - Performance Comparison
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Returns By Period
In the year-to-date period, MFSG achieves a 7.55% return, which is significantly lower than BIBL's 23.84% return.
MFSG
- 1D
- -0.94%
- 1M
- 4.46%
- YTD
- 7.55%
- 6M
- 7.63%
- 1Y
- 21.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BIBL
- 1D
- 0.42%
- 1M
- 5.68%
- YTD
- 23.84%
- 6M
- 22.77%
- 1Y
- 40.34%
- 3Y*
- 22.20%
- 5Y*
- 10.11%
- 10Y*
- —
MFSG vs. BIBL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MFSG MFS Active Growth ETF | 7.55% | 14.51% | -2.74% |
BIBL Inspire 100 ETF | 23.84% | 17.27% | -6.52% |
Correlation
The correlation between MFSG and BIBL is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (All Time) Calculated using the full available price history since Dec 6, 2024 | 0.69 |
The correlation between MFSG and BIBL has been stable across timeframes, ranging from 0.63 to 0.69 - a consistent structural relationship.
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Return for Risk
MFSG vs. BIBL — Risk / Return Rank
MFSG
BIBL
MFSG vs. BIBL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Active Growth ETF (MFSG) and Inspire 100 ETF (BIBL). 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.
| MFSG | BIBL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.63 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.45 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 4.53 | -3.19 |
| Martin ratioReturn relative to average drawdown | 4.66 | 19.63 | -14.97 |
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
| MFSG | BIBL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 2.62 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.63 | -0.03 |
Drawdowns
MFSG vs. BIBL - Drawdown Comparison
The maximum MFSG drawdown since its inception was -23.24%, smaller than the maximum BIBL drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for MFSG and BIBL.
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Drawdown Indicators
| MFSG | BIBL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.24% | -36.12% | +12.88% |
Max Drawdown (1Y)Largest decline over 1 year | -16.15% | -8.94% | -7.21% |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.60% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.85% | — |
Current DrawdownCurrent decline from peak | -1.01% | 0.00% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -7.04% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 2.06% | +2.57% |
Volatility
MFSG vs. BIBL - Volatility Comparison
The current volatility for MFS Active Growth ETF (MFSG) is 3.71%, while Inspire 100 ETF (BIBL) has a volatility of 4.62%. This indicates that MFSG experiences smaller price fluctuations and is considered to be less risky than BIBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFSG | BIBL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 4.62% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 12.63% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 15.47% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 19.59% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 21.08% | +0.61% |
MFSG vs. BIBL - Expense Ratio Comparison
MFSG has a 0.49% expense ratio, which is higher than BIBL's 0.35% expense ratio.
Dividends
MFSG vs. BIBL - Dividend Comparison
MFSG's dividend yield for the trailing twelve months is around 0.07%, less than BIBL's 0.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BIBL Inspire 100 ETF | 0.95% | 1.01% | 0.92% | 1.02% | 0.98% | 17.87% | 1.67% | 1.30% | 1.49% | 0.31% |
MFSG MFS Active Growth ETF | 0.07% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MFSG and BIBL have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIBL has higher volatility (4.62%) compared to MFSG (3.71%). In terms of maximum drawdown, MFSG dropped -23.24% vs BIBL's -36.12%.
On 1-year performance, BIBL leads with 40.34% vs 21.54% for MFSG. On fees, BIBL is cheaper at 0.35% per year. On volatility, MFSG has been the lower-risk option at 3.71%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BIBL has performed better with a 40.34% return vs 21.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BIBL is cheaper with a 0.35% expense ratio, compared with 0.49% for MFSG.
BIBL has the higher dividend yield at 0.95%, compared with 0.07% for MFSG.
They also come from different issuers: MFS and Inspire. Their fees differ too: 0.49% for MFSG and 0.35% for BIBL.
BIBL currently has the higher Sharpe Ratio (2.62 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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