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APUE vs MFSG

ActivePassive U.S. Equity ETF vs MFS Active Growth ETF

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

MFSG

MFS Active Growth ETF

MFS

Annual cost

0.49%

Fund size

$293M

Key differences

  • APUE costs 0.18% less per year.
  • APUE is significantly larger than MFSG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

APUEMFSG
Annual cost (TER)0.31%0.49%
Fund size (AUM)$2.4B$293M
Since20232024
Dividend yield0.79%0.08%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+30.2%+24.6%
CAGR 3Y+22.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.24N/A
Volatility 1Y12.36%16.07%
Max drawdown-18.83%-23.24%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to APUE and MFSG