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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTCAX or IXUS.
Key characteristics
| OTCAX | IXUS | |
|---|---|---|
| YTD Return | 17.58% | 8.77% |
| 1Y Return | 31.55% | 19.96% |
| 3Y Return (Ann) | -1.16% | 0.95% |
| 5Y Return (Ann) | 9.41% | 5.65% |
| 10Y Return (Ann) | 8.82% | 5.08% |
| Sharpe Ratio | 2.09 | 1.53 |
| Sortino Ratio | 2.85 | 2.18 |
| Omega Ratio | 1.37 | 1.27 |
| Calmar Ratio | 1.12 | 1.30 |
| Martin Ratio | 10.96 | 8.93 |
| Ulcer Index | 2.81% | 2.21% |
| Daily Std Dev | 14.76% | 12.86% |
| Max Drawdown | -73.07% | -36.23% |
| Current Drawdown | -4.52% | -5.14% |
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.
Performance
OTCAX vs. IXUS - Performance Comparison
In the year-to-date period, OTCAX achieves a 17.58% return, which is significantly higher than IXUS's 8.77% return. Over the past 10 years, OTCAX has outperformed IXUS with an annualized return of 8.82%, while IXUS has yielded a comparatively lower 5.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OTCAX vs. IXUS - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is higher than IXUS's 0.09% expense ratio.
Risk-Adjusted Performance
OTCAX vs. IXUS - Risk-Adjusted Performance 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.
Dividends
OTCAX vs. IXUS - Dividend Comparison
OTCAX has not paid dividends to shareholders, while IXUS's dividend yield for the trailing twelve months is around 2.97%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.09% | 0.00% |
IXUS iShares Core MSCI Total International Stock ETF | 2.97% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.40% | 2.58% | 2.81% | 2.95% | 2.08% |
Drawdowns
OTCAX vs. IXUS - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -73.07%, which is greater than IXUS's maximum drawdown of -36.23%. Use the drawdown chart below to compare losses from any high point for OTCAX and IXUS. For additional features, visit the drawdowns tool.
Volatility
OTCAX vs. IXUS - Volatility Comparison
MFS Mid Cap Growth Fund (OTCAX) has a higher volatility of 4.40% compared to iShares Core MSCI Total International Stock ETF (IXUS) at 3.99%. This indicates that OTCAX's price experiences larger fluctuations and is considered to be riskier than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.