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MMID vs. MFSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MMID vs. MFSG - Performance Comparison

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

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Returns By Period

In the year-to-date period, MMID achieves a 2.71% return, which is significantly lower than MFSG's 8.56% return.


MMID

1D
0.19%
1M
0.53%
YTD
2.71%
6M
3.53%
1Y
3Y*
5Y*
10Y*

MFSG

1D
-0.07%
1M
5.23%
YTD
8.56%
6M
8.08%
1Y
23.23%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MMID vs. MFSG - Yearly Performance Comparison


2026 (YTD)2025
MMID
MFS Active Mid Cap ETF
2.71%1.49%
MFSG
MFS Active Growth ETF
8.56%1.45%

Correlation

The correlation between MMID and MFSG is 0.49, 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

0.49

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Return for Risk

MMID vs. MFSG — Risk / Return Rank

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

MMID

MFSG
MFSG Risk / Return Rank: 3636
Overall Rank
MFSG Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
MFSG Sortino Ratio Rank: 3838
Sortino Ratio Rank
MFSG Omega Ratio Rank: 3838
Omega Ratio Rank
MFSG Calmar Ratio Rank: 2929
Calmar Ratio Rank
MFSG Martin Ratio Rank: 3333
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.

MMID vs. MFSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Active Mid Cap ETF (MMID) and MFS Active Growth ETF (MFSG). 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.

MMID vs. MFSG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MMIDMFSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.64

-0.17

Drawdowns

MMID vs. MFSG - Drawdown Comparison

The maximum MMID drawdown since its inception was -7.93%, smaller than the maximum MFSG drawdown of -23.24%. Use the drawdown chart below to compare losses from any high point for MMID and MFSG.


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Drawdown Indicators


MMIDMFSGDifference

Max Drawdown

Largest peak-to-trough decline

-7.93%

-23.24%

+15.31%

Max Drawdown (1Y)

Largest decline over 1 year

-16.15%

Current Drawdown

Current decline from peak

-1.90%

-0.07%

-1.83%

Average Drawdown

Average peak-to-trough decline

-2.14%

-4.68%

+2.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.63%

Volatility

MMID vs. MFSG - Volatility Comparison


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Volatility by Period


MMIDMFSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.54%

Volatility (6M)

Calculated over the trailing 6-month period

12.38%

Volatility (1Y)

Calculated over the trailing 1-year period

13.60%

15.97%

-2.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.60%

21.70%

-8.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.60%

21.70%

-8.10%

MMID vs. MFSG - Expense Ratio Comparison

MMID has a 0.59% expense ratio, which is higher than MFSG's 0.49% expense ratio.


Dividends

MMID vs. MFSG - Dividend Comparison

MMID's dividend yield for the trailing twelve months is around 0.49%, more than MFSG's 0.07% yield.


PositionTTM2025
MFSG
MFS Active Growth ETF
0.07%0.08%
MMID
MFS Active Mid Cap ETF
0.49%0.28%

Frequently Asked Questions


MMID and MFSG have a correlation of 0.49, 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 0.59% for MMID.

MMID has the higher dividend yield at 0.49%, compared with 0.07% for MFSG.

MMID is categorized as Mid Cap Blend Equities, while MFSG is Large Cap Growth Equities. Their fees differ too: 0.59% for MMID and 0.49% for MFSG.

Portfolio Optimizer

Find the right allocation for MMID and MFSG

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