MIN vs. SPHY
Compare and contrast key facts about MFS Intermediate Income Trust (MIN) and SPDR Portfolio High Yield Bond ETF (SPHY).
SPHY is a passively managed fund by State Street that tracks the performance of the ICE BofAML US High Yield Index. It was launched on Jun 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIN or SPHY.
Correlation
The correlation between MIN and SPHY is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MIN vs. SPHY - Performance Comparison
Key characteristics
MIN:
0.08
SPHY:
2.64
MIN:
0.18
SPHY:
3.89
MIN:
1.02
SPHY:
1.51
MIN:
0.05
SPHY:
4.56
MIN:
0.27
SPHY:
18.87
MIN:
2.87%
SPHY:
0.55%
MIN:
9.78%
SPHY:
3.95%
MIN:
-40.63%
SPHY:
-21.97%
MIN:
-9.87%
SPHY:
-0.04%
Returns By Period
In the year-to-date period, MIN achieves a 0.75% return, which is significantly lower than SPHY's 1.81% return. Over the past 10 years, MIN has underperformed SPHY with an annualized return of 1.52%, while SPHY has yielded a comparatively higher 4.59% annualized return.
MIN
0.75%
1.52%
0.16%
2.25%
-0.74%
1.52%
SPHY
1.81%
0.73%
4.20%
10.18%
4.42%
4.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
MIN vs. SPHY — Risk-Adjusted Performance Rank
MIN
SPHY
MIN vs. SPHY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Intermediate Income Trust (MIN) and SPDR Portfolio High Yield Bond ETF (SPHY). 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.
Dividends
MIN vs. SPHY - Dividend Comparison
MIN's dividend yield for the trailing twelve months is around 4.45%, less than SPHY's 7.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIN MFS Intermediate Income Trust | 4.45% | 5.45% | 7.50% | 8.82% | 6.18% | 6.48% | 6.52% | 9.70% | 9.37% | 9.39% | 9.71% | 9.92% |
SPHY SPDR Portfolio High Yield Bond ETF | 7.68% | 7.80% | 7.30% | 6.46% | 5.13% | 5.63% | 5.73% | 4.09% | 4.41% | 4.28% | 4.29% | 3.98% |
Drawdowns
MIN vs. SPHY - Drawdown Comparison
The maximum MIN drawdown since its inception was -40.63%, which is greater than SPHY's maximum drawdown of -21.97%. Use the drawdown chart below to compare losses from any high point for MIN and SPHY. For additional features, visit the drawdowns tool.
Volatility
MIN vs. SPHY - Volatility Comparison
MFS Intermediate Income Trust (MIN) has a higher volatility of 2.62% compared to SPDR Portfolio High Yield Bond ETF (SPHY) at 0.85%. This indicates that MIN's price experiences larger fluctuations and is considered to be riskier than SPHY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.