MLLIX vs. SCHB

In the year-to-date period, MLLIX achieves a 2.77% return, which is significantly higher than SCHB's 0.38% return. Over the past 10 years, MLLIX has underperformed SCHB with an annualized return of 4.46%, while SCHB has yielded a comparatively higher 12.14% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

MLLIX has a 0.00% expense ratio, which is lower than SCHB's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime Income Fund (MLLIX) and Schwab U.S. Broad Market ETF (SCHB). 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.

The current MLLIX Sharpe Ratio is 1.38, which is higher than the SCHB Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of MLLIX and SCHB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MLLIX's dividend yield for the trailing twelve months is around 6.48%, more than SCHB's 1.25% yield.

The maximum MLLIX drawdown since its inception was -16.84%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for MLLIX and SCHB.

The current volatility for MFS Lifetime Income Fund (MLLIX) is 1.29%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 4.85%. This indicates that MLLIX experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.