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MFSG vs. QLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MFSG vs. QLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Active Growth ETF (MFSG) and FlexShares US Quality Large Cap Index Fund (QLC). 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 QLC's 11.39% return.


MFSG

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

QLC

1D
-0.74%
1M
5.38%
YTD
11.39%
6M
11.88%
1Y
33.09%
3Y*
25.39%
5Y*
15.29%
10Y*
14.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFSG vs. QLC - Yearly Performance Comparison


2026 (YTD)20252024
MFSG
MFS Active Growth ETF
7.55%14.51%-2.74%
QLC
FlexShares US Quality Large Cap Index Fund
11.39%23.26%-2.95%

Correlation

The correlation between MFSG and QLC is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Dec 6, 2024

0.90

The correlation between MFSG and QLC has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.

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Return for Risk

MFSG vs. QLC — 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

QLC
QLC Risk / Return Rank: 8181
Overall Rank
QLC Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
QLC Sortino Ratio Rank: 8282
Sortino Ratio Rank
QLC Omega Ratio Rank: 8080
Omega Ratio Rank
QLC Calmar Ratio Rank: 7575
Calmar Ratio Rank
QLC Martin Ratio Rank: 8585
Martin Ratio Rank
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. QLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Active Growth ETF (MFSG) and FlexShares US Quality Large Cap Index Fund (QLC). 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.


MFSGQLCDifference
Sharpe ratioReturn per unit of total volatility

-1.34

Sortino ratioReturn per unit of downside risk

-1.82

Omega ratioGain probability vs. loss probability

1.24

1.48

-0.24

Calmar ratioReturn relative to maximum drawdown

1.34

3.76

-2.42

Martin ratioReturn relative to average drawdown

4.66

17.59

-12.93

MFSG vs. QLC - Sharpe Ratio Comparison

The current MFSG Sharpe Ratio is 1.35, which is lower than the QLC Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of MFSG and QLC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


MFSGQLCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

2.69

-1.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.80

-0.20

Drawdowns

MFSG vs. QLC - Drawdown Comparison

The maximum MFSG drawdown since its inception was -23.24%, smaller than the maximum QLC drawdown of -35.86%. Use the drawdown chart below to compare losses from any high point for MFSG and QLC.


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Drawdown Indicators


MFSGQLCDifference

Max Drawdown

Largest peak-to-trough decline

-23.24%

-35.86%

+12.62%

Max Drawdown (1Y)

Largest decline over 1 year

-16.15%

-8.84%

-7.31%

Max Drawdown (3Y)

Largest decline over 3 years

-18.49%

Max Drawdown (5Y)

Largest decline over 5 years

-23.81%

Max Drawdown (10Y)

Largest decline over 10 years

-35.86%

Current Drawdown

Current decline from peak

-1.01%

-0.74%

-0.27%

Average Drawdown

Average peak-to-trough decline

-4.67%

-4.54%

-0.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.63%

1.89%

+2.74%

Volatility

MFSG vs. QLC - Volatility Comparison

MFS Active Growth ETF (MFSG) has a higher volatility of 3.71% compared to FlexShares US Quality Large Cap Index Fund (QLC) at 2.94%. This indicates that MFSG's price experiences larger fluctuations and is considered to be riskier than QLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MFSGQLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.71%

2.94%

+0.77%

Volatility (6M)

Calculated over the trailing 6-month period

12.41%

9.51%

+2.90%

Volatility (1Y)

Calculated over the trailing 1-year period

16.00%

12.38%

+3.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.69%

16.82%

+4.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.69%

18.42%

+3.27%

MFSG vs. QLC - Expense Ratio Comparison

MFSG has a 0.49% expense ratio, which is higher than QLC's 0.25% expense ratio.


Dividends

MFSG vs. QLC - Dividend Comparison

MFSG's dividend yield for the trailing twelve months is around 0.07%, less than QLC's 0.88% yield.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%
QLC
FlexShares US Quality Large Cap Index Fund
0.88%0.94%1.03%1.26%1.46%0.96%1.40%1.91%1.82%1.29%1.80%0.64%

Frequently Asked Questions


MFSG and QLC have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MFSG has higher volatility (3.71%) compared to QLC (2.94%). In terms of maximum drawdown, MFSG dropped -23.24% vs QLC's -35.86%.

On 1-year performance, QLC leads with 33.09% vs 21.54% for MFSG. On fees, QLC is cheaper at 0.25% per year. On volatility, QLC has been the lower-risk option at 2.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, QLC has performed better with a 33.09% return vs 21.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QLC is cheaper with a 0.25% expense ratio, compared with 0.49% for MFSG.

QLC has the higher dividend yield at 0.88%, compared with 0.07% for MFSG.

MFSG is categorized as Large Cap Growth Equities, while QLC is Large Cap Blend Equities. They also come from different issuers: MFS and Northern Trust. Their fees differ too: 0.49% for MFSG and 0.25% for QLC.

QLC currently has the higher Sharpe Ratio (2.69 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.

Portfolio Optimizer

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