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MFSG vs. MEME
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MFSG vs. MEME - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Active Growth ETF (MFSG) and Roundhill Meme Stock ETF (MEME). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MFSG achieves a 7.55% return, which is significantly lower than MEME's 79.03% return.


MFSG

1D
-0.94%
1M
4.46%
YTD
7.55%
6M
7.63%
1Y
21.54%
3Y*
5Y*
10Y*

MEME

1D
-5.29%
1M
25.28%
YTD
79.03%
6M
68.18%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFSG vs. MEME - Yearly Performance Comparison


2026 (YTD)2025
MFSG
MFS Active Growth ETF
7.55%-0.51%
MEME
Roundhill Meme Stock ETF
79.03%-36.83%

Correlation

The correlation between MFSG and MEME is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 9, 2025

0.56

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Return for Risk

MFSG vs. MEME — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MFSG
MFSG Risk / Return Rank: 3535
Overall Rank
MFSG Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
MFSG Sortino Ratio Rank: 3737
Sortino Ratio Rank
MFSG Omega Ratio Rank: 3737
Omega Ratio Rank
MFSG Calmar Ratio Rank: 2828
Calmar Ratio Rank
MFSG Martin Ratio Rank: 3232
Martin Ratio Rank

MEME
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MFSG vs. MEME - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Active Growth ETF (MFSG) and Roundhill Meme Stock ETF (MEME). 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.


MFSGMEMEDifference
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

MFSG vs. MEME - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MFSGMEMEDifference

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

0.28

+0.32

Drawdowns

MFSG vs. MEME - Drawdown Comparison

The maximum MFSG drawdown since its inception was -23.24%, smaller than the maximum MEME drawdown of -48.78%. Use the drawdown chart below to compare losses from any high point for MFSG and MEME.


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Drawdown Indicators


MFSGMEMEDifference

Max Drawdown

Largest peak-to-trough decline

-23.24%

-48.78%

+25.54%

Max Drawdown (1Y)

Largest decline over 1 year

-16.15%

Current Drawdown

Current decline from peak

-1.01%

-5.93%

+4.92%

Average Drawdown

Average peak-to-trough decline

-4.67%

-29.90%

+25.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.63%

Volatility

MFSG vs. MEME - Volatility Comparison


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Volatility by Period


MFSGMEMEDifference

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%

74.19%

-58.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.69%

74.19%

-52.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.69%

74.19%

-52.50%

MFSG vs. MEME - Expense Ratio Comparison

MFSG has a 0.49% expense ratio, which is lower than MEME's 0.69% expense ratio.


Dividends

MFSG vs. MEME - Dividend Comparison

MFSG's dividend yield for the trailing twelve months is around 0.07%, while MEME has not paid dividends to shareholders.


PositionTTM2025
MEME
Roundhill Meme Stock ETF
0.00%0.00%
MFSG
MFS Active Growth ETF
0.07%0.08%

Frequently Asked Questions


MFSG and MEME have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, MFSG is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

MFSG is cheaper with a 0.49% expense ratio, compared with 0.69% for MEME.

MFSG has the higher dividend yield at 0.07%, compared with 0.00% for MEME.

They also come from different issuers: MFS and Roundhill. Their fees differ too: 0.49% for MFSG and 0.69% for MEME.

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