MMID vs. MFSB

Last updated Jun 4, 2026

MMID (MFS Active Mid Cap ETF) and MFSB (MFS Active Core Plus Bond ETF) are both exchange-traded funds - MMID is a Mid Cap Blend Equities fund actively managed by MFS, while MFSB is a Intermediate Core-Plus Bond fund actively managed by MFS. Both are actively managed. At a 0.39 correlation, their price movements are largely independent. MMID charges 0.59%/yr vs 0.34%/yr for MFSB.

Performance

MMID vs. MFSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Active Mid Cap ETF (MMID) and MFS Active Core Plus Bond ETF (MFSB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, MMID achieves a 2.28% return, which is significantly higher than MFSB's 0.56% return.

MMID

• 1D: -0.41%
• 1M: 0.95%
• YTD: 2.28%
• 6M: 2.54%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MFSB

• 1D: -0.26%
• 1M: 0.38%
• YTD: 0.56%
• 6M: 0.61%
• 1Y: 6.16%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

MMID vs. MFSB - Yearly Performance Comparison

	2026 (YTD)	2025
MMID MFS Active Mid Cap ETF	2.28%	1.49%
MFSB MFS Active Core Plus Bond ETF	0.56%	1.13%

Correlation

The correlation between MMID and MFSB is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 25, 2025	0.39

Return for Risk

MMID vs. MFSB — Risk / Return Rank

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

MFSB

MFSB Risk / Return Rank: 49
MFSB Sharpe Ratio Rank: 50
MFSB Sortino Ratio Rank: 53
MFSB Omega Ratio Rank: 49
MFSB Calmar Ratio Rank: 47
MFSB Martin Ratio Rank: 44

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.

MMID vs. MFSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Active Mid Cap ETF (MMID) and MFS Active Core Plus Bond ETF (MFSB). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MMID	MFSB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	1.01	-0.60

Drawdowns

MMID vs. MFSB - Drawdown Comparison

The maximum MMID drawdown since its inception was -7.93%, which is greater than MFSB's maximum drawdown of -3.19%. Use the drawdown chart below to compare losses from any high point for MMID and MFSB.

Drawdown Indicators

	MMID	MFSB	Difference
Max Drawdown Largest peak-to-trough decline	-7.93%	-3.19%	-4.74%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.71%	—
Current Drawdown Current decline from peak	-2.31%	-1.26%	-1.05%
Average Drawdown Average peak-to-trough decline	-2.14%	-0.82%	-1.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.86%	—

Volatility

Volatility by Period

	MMID	MFSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.33%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.68%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.57%	3.64%	+9.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.57%	4.23%	+9.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.57%	4.23%	+9.34%

MMID vs. MFSB - Expense Ratio Comparison

MMID has a 0.59% expense ratio, which is higher than MFSB's 0.34% expense ratio.

Dividends

MMID vs. MFSB - Dividend Comparison

MMID's dividend yield for the trailing twelve months is around 0.49%, less than MFSB's 4.59% yield.

Position	TTM	2025	2024
MFSB MFS Active Core Plus Bond ETF	4.59%	4.58%	0.37%
MMID MFS Active Mid Cap ETF	0.49%	0.28%	0.00%

Frequently Asked Questions

Can I hold both MMID and MFSB in my portfolio?

MMID and MFSB have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MMID or MFSB?

On fees, MFSB is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, MMID or MFSB?

MFSB is cheaper with a 0.34% expense ratio, compared with 0.59% for MMID.

Which ETF pays a higher dividend yield, MMID or MFSB?

MFSB has the higher dividend yield at 4.59%, compared with 0.49% for MMID.

What is the main difference between MMID and MFSB?

MMID is categorized as Mid Cap Blend Equities, while MFSB is Intermediate Core-Plus Bond. Their fees differ too: 0.59% for MMID and 0.34% for MFSB.