MTCIX vs. IVV
Compare and contrast key facts about MFS Technology Fund (MTCIX) and iShares Core S&P 500 ETF (IVV).
MTCIX is managed by MFS. It was launched on Jan 1, 1997. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
MTCIX vs. IVV - Performance Comparison
Loading graphics...
MTCIX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | -14.15% | 16.39% | 56.76% | 54.42% | -36.18% | 14.11% | 46.45% | 38.84% | 1.85% | 38.78% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, MTCIX achieves a -14.15% return, which is significantly lower than IVV's -4.38% return. Over the past 10 years, MTCIX has outperformed IVV with an annualized return of 18.56%, while IVV has yielded a comparatively lower 14.02% annualized return.
MTCIX
- 1D
- -1.17%
- 1M
- -9.04%
- YTD
- -14.15%
- 6M
- -11.52%
- 1Y
- 13.36%
- 3Y*
- 27.60%
- 5Y*
- 12.01%
- 10Y*
- 18.56%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MTCIX vs. IVV - Expense Ratio Comparison
MTCIX has a 0.88% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
MTCIX vs. IVV — Risk / Return Rank
MTCIX
IVV
MTCIX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Technology Fund (MTCIX) and iShares Core S&P 500 ETF (IVV). 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.
| MTCIX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.97 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.49 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.53 | -1.00 |
Martin ratioReturn relative to average drawdown | 1.80 | 7.32 | -5.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MTCIX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.97 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.70 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.78 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.42 | -0.08 |
Correlation
The correlation between MTCIX and IVV is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MTCIX vs. IVV - Dividend Comparison
MTCIX's dividend yield for the trailing twelve months is around 15.97%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MTCIX MFS Technology Fund | 15.97% | 13.71% | 26.78% | 9.66% | 10.35% | 11.58% | 4.97% | 3.87% | 4.97% | 3.51% | 1.84% | 3.62% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
MTCIX vs. IVV - Drawdown Comparison
The maximum MTCIX drawdown since its inception was -82.78%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MTCIX and IVV.
Loading graphics...
Drawdown Indicators
| MTCIX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.78% | -55.25% | -27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -18.59% | -12.06% | -6.53% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -24.53% | -18.21% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -33.90% | -8.84% |
Current DrawdownCurrent decline from peak | -18.59% | -6.26% | -12.33% |
Average DrawdownAverage peak-to-trough decline | -30.02% | -10.85% | -19.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 2.53% | +2.99% |
Volatility
MTCIX vs. IVV - Volatility Comparison
MFS Technology Fund (MTCIX) has a higher volatility of 6.97% compared to iShares Core S&P 500 ETF (IVV) at 5.30%. This indicates that MTCIX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MTCIX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 5.30% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 16.00% | 9.45% | +6.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.72% | 18.31% | +7.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 16.89% | +8.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.91% | 18.04% | +5.87% |