MFSG vs. GQGU
MFSG (MFS Active Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.26, they often move in opposite directions. Both charge a 0.49% expense ratio.
Performance
MFSG vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, MFSG achieves a 7.55% return, which is significantly higher than GQGU's 6.60% return.
MFSG
- 1D
- -0.94%
- 1M
- 4.46%
- YTD
- 7.55%
- 6M
- 7.63%
- 1Y
- 21.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- -1.06%
- 1M
- -1.65%
- YTD
- 6.60%
- 6M
- 7.16%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MFSG vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MFSG MFS Active Growth ETF | 7.55% | 6.22% |
GQGU GQG US Equity ETF | 6.60% | -1.14% |
Correlation
The correlation between MFSG and GQGU is -0.26, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025 | -0.26 |
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Return for Risk
MFSG vs. GQGU — Risk / Return Rank
MFSG
GQGU
MFSG vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Active Growth ETF (MFSG) and GQG US Equity ETF (GQGU). 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 | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | — | — |
| Martin ratioReturn relative to average drawdown | 4.66 | — | — |
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 | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.60 | 0.00 |
Drawdowns
MFSG vs. GQGU - Drawdown Comparison
The maximum MFSG drawdown since its inception was -23.24%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for MFSG and GQGU.
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Drawdown Indicators
| MFSG | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.24% | -6.65% | -16.59% |
Max Drawdown (1Y)Largest decline over 1 year | -16.15% | — | — |
Current DrawdownCurrent decline from peak | -1.01% | -4.66% | +3.65% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -2.54% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | — | — |
Volatility
MFSG vs. GQGU - Volatility Comparison
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Volatility by Period
| MFSG | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 10.14% | +5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 10.14% | +11.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 10.14% | +11.55% |
MFSG vs. GQGU - Expense Ratio Comparison
Both MFSG and GQGU have an expense ratio of 0.49%.
Dividends
MFSG vs. GQGU - Dividend Comparison
MFSG's dividend yield for the trailing twelve months is around 0.07%, less than GQGU's 0.96% yield.
| Position | TTM | 2025 |
|---|---|---|
GQGU GQG US Equity ETF | 0.96% | 1.02% |
MFSG MFS Active Growth ETF | 0.07% | 0.08% |
Frequently Asked Questions
MFSG and GQGU have a correlation of -0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.49% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
MFSG and GQGU have the same expense ratio: 0.49% per year.
GQGU has the higher dividend yield at 0.96%, compared with 0.07% for MFSG.
They also come from different issuers: MFS and GQG Partners.
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