OTCAX vs. IXUS
Compare and contrast key facts about MFS Mid Cap Growth Fund (OTCAX) and iShares Core MSCI Total International Stock ETF (IXUS).
OTCAX is managed by MFS. It was launched on Dec 1, 1993. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012.
Performance
OTCAX vs. IXUS - Performance Comparison
Loading graphics...
OTCAX vs. IXUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | -9.66% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
IXUS iShares Core MSCI Total International Stock ETF | 2.36% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 21.71% | -14.41% | 28.12% |
Returns By Period
In the year-to-date period, OTCAX achieves a -9.66% return, which is significantly lower than IXUS's 2.36% return. Over the past 10 years, OTCAX has outperformed IXUS with an annualized return of 10.81%, while IXUS has yielded a comparatively lower 8.90% annualized return.
OTCAX
- 1D
- -1.00%
- 1M
- -9.59%
- YTD
- -9.66%
- 6M
- -14.39%
- 1Y
- -0.58%
- 3Y*
- 9.09%
- 5Y*
- 3.04%
- 10Y*
- 10.81%
IXUS
- 1D
- 3.46%
- 1M
- -7.87%
- YTD
- 2.36%
- 6M
- 6.89%
- 1Y
- 28.40%
- 3Y*
- 15.55%
- 5Y*
- 7.22%
- 10Y*
- 8.90%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OTCAX vs. IXUS - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is higher than IXUS's 0.09% expense ratio.
Return for Risk
OTCAX vs. IXUS — Risk / Return Rank
OTCAX
IXUS
OTCAX vs. IXUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and iShares Core MSCI Total International Stock ETF (IXUS). 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.
| OTCAX | IXUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.03 | 1.64 | -1.67 |
Sortino ratioReturn per unit of downside risk | 0.10 | 2.27 | -2.17 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.34 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.43 | -2.58 |
Martin ratioReturn relative to average drawdown | -0.43 | 9.39 | -9.82 |
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
| OTCAX | IXUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.03 | 1.64 | -1.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.45 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.53 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.45 | -0.08 |
Correlation
The correlation between OTCAX and IXUS is 0.73, 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
OTCAX vs. IXUS - Dividend Comparison
OTCAX's dividend yield for the trailing twelve months is around 18.55%, more than IXUS's 3.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 18.55% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
IXUS iShares Core MSCI Total International Stock ETF | 3.16% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
Drawdowns
OTCAX vs. IXUS - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -74.39%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for OTCAX and IXUS.
Loading graphics...
Drawdown Indicators
| OTCAX | IXUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -36.22% | -38.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.46% | -11.36% | -5.10% |
Max Drawdown (5Y)Largest decline over 5 years | -36.85% | -30.04% | -6.81% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -36.22% | -0.63% |
Current DrawdownCurrent decline from peak | -16.46% | -8.29% | -8.17% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -7.58% | -15.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.78% | 2.93% | +2.85% |
Volatility
OTCAX vs. IXUS - Volatility Comparison
The current volatility for MFS Mid Cap Growth Fund (OTCAX) is 5.88%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 8.41%. This indicates that OTCAX experiences smaller price fluctuations and is considered to be less risky than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OTCAX | IXUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 8.41% | -2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 12.57% | 11.58% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 17.37% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.08% | 15.96% | +4.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.86% | 16.98% | +2.88% |