OTCAX vs. XMHQ

In the year-to-date period, OTCAX achieves a -5.44% return, which is significantly higher than XMHQ's -6.50% return. Over the past 10 years, OTCAX has underperformed XMHQ with an annualized return of 6.23%, while XMHQ has yielded a comparatively higher 10.33% annualized return.

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OTCAX has a 1.00% expense ratio, which is higher than XMHQ's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and Invesco S&P MidCap Quality ETF (XMHQ). 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.

The current OTCAX Sharpe Ratio is -0.10, which is higher than the XMHQ Sharpe Ratio of -0.29. The chart below compares the historical Sharpe Ratios of OTCAX and XMHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OTCAX has not paid dividends to shareholders, while XMHQ's dividend yield for the trailing twelve months is around 5.55%.

The maximum OTCAX drawdown since its inception was -73.07%, which is greater than XMHQ's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for OTCAX and XMHQ. For additional features, visit the drawdowns tool.

MFS Mid Cap Growth Fund (OTCAX) and Invesco S&P MidCap Quality ETF (XMHQ) have volatilities of 14.12% and 13.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.