MFSB vs VOO
MFSB vs VOO
MFS Active Core Plus Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MFSB | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.03% | |
| AUM | $527M | $979.0B | |
| Dividend Yield | 4.24% | 1.09% | |
| Holdings | 362 | 509 | |
| YTD Return | -0.15% | +11.51% | |
| 1Y Return | +2.35% | +21.46% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +13.01% | |
| Volatility (annualized) | 3.4% | 14.1% | |
| Max Drawdown | -3.2% | -34.3% | |
| Fund Family | MFS Investment Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 5, 2024 | Sep 7, 2010 |
MFSB vs VOO Performance
MFS Active Core Plus Bond ETF (MFSB) is a ETF from MFS Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MFSB returned +2.35% while VOO returned +21.46%. Year to date, MFSB is down 0.15% versus a gain of 11.51% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 3.4% for MFSB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -3.2% for MFSB and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.31. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MFSB charges 0.34% per year while VOO charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, MFSB currently yields 4.24% against 1.09% for VOO.
Holdings Overlap
MFSB and VOO share 0 holdings out of 681 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MFSB or VOO?
MFSB has an expense ratio of 0.34% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, MFSB or VOO?
Over the past year MFSB returned +2.35% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), MFSB annualized +3.06% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, MFSB or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 3.4% for MFSB. Worst drawdown: MFSB -3.2% vs VOO -34.3%.
Should I hold both MFSB and VOO?
MFSB and VOO have a monthly-return correlation of 0.31, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MFSB and VOO?
MFSB and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 681 unique securities.
Which pays a higher dividend, MFSB or VOO?
MFSB yields 4.24% while VOO yields 1.09%, so MFSB currently pays the higher dividend yield.
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