HYSD vs MFSB
Columbia Short Duration High Yield ETF vs MFS Active Core Plus Bond ETF
Which is better, HYSD or MFSB?
HYSD has been ahead.
MFSB has a lower expense ratio. HYSD led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HYSD | MFSB |
|---|---|---|
| Expense Ratio | 0.44% | 0.34%Best |
| AUM | $105M | $614M |
| Dividend Yield | 6.03% | 4.82% |
| Holdings | 575 | 470 |
| YTD Return | +0.62%Best | -1.56% |
| 1Y Return | +2.13%Best | -1.36% |
| Volatility (annualized) | 2.5%Best | 3.9% |
| Max Drawdown | -2.7%Best | -4.1% |
| $10,000 over 1.9 years | $10,738Best | $10,374 |
| Fund Family | Columbia Threadneedle Investments | MFS Investment Management |
| Category | Fixed Income | Fixed Income |
| Style | Investment Grade Bond | Investment Grade Bond |
| Inception | Sep 5, 2024 | Dec 5, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Oct 14, 2026 (1.9 years).
HYSD vs MFSB growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
HYSD vs MFSB Performance
Columbia Short Duration High Yield ETF (HYSD) is an ETF from Columbia Threadneedle Investments and MFS Active Core Plus Bond ETF (MFSB) is an ETF from MFS Investment Management. Over the past year HYSD returned +2.13% while MFSB returned -1.36%. Year to date, HYSD is up 0.62% versus a loss of 1.56% for MFSB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MFSB has been the more volatile fund, with annualized monthly volatility of 3.9% compared with 2.5% for HYSD. 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 -2.7% for HYSD and -4.1% for MFSB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HYSD charges 0.44% per year while MFSB charges 0.34%. On a $10,000 position that is $44 vs $34 annually, a gap of $10 per year that compounds over a long holding period. On income, HYSD currently yields 6.03% against 4.82% for MFSB.
Holdings Overlap
We hold position weights for 237 holdings in HYSD and 180 in MFSB, totalling 82.3% and 42.2% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 5 positions appear in both.
5 positions in common, counted across the 237 positions we hold weights for in HYSD and 180 in MFSB, against full books of 575 and 470.
Top Shared Holdings
| Stock | Weight in HYSD | Weight in MFSB | Difference |
|---|---|---|---|
| VENLNG 7 01/15/30 14Venture Global Lng 7% 01/15/30 | 0.63% | 0.37% | 0.26% |
| XIFR 7.25 01/15/29 1Nextera Energy Operating Partners Lp 7.25 01/15/2029 | 0.59% | 0.34% | 0.25% |
| ALIANT 5.875 11/01/2Alliant Hldgs Intermediate Llc/Alliant Hldgs Co-Issuer 5.875% 11/01/2029 144A | 0.39% | 0.36% | 0.03% |
| HBGCN 7.25 06/15/30 | 0.38% | 0.34% | 0.04% |
| TDG 4.625 01/15/29Transdigm Inc 4.62% 01/15/2029 | 0.23% | 0.06% | 0.17% |
You are not choosing between two funds in isolation.
Whichever of HYSD and MFSB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HYSD or MFSB?
HYSD has an expense ratio of 0.44% while MFSB charges 0.34%. MFSB is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, HYSD or MFSB?
Over the past year HYSD returned +2.13% vs -1.36% for MFSB, so HYSD leads on 1-year performance. Over the longest common window we track (2 years), HYSD annualized +3.82% vs +1.95% for MFSB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HYSD or MFSB?
MFSB has been the more volatile fund at 3.9% annualized versus 2.5% for HYSD. Worst drawdown: HYSD -2.7% vs MFSB -4.1%.
Should I hold both HYSD and MFSB?
HYSD and MFSB have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HYSD or MFSB?
HYSD yields 6.03% while MFSB yields 4.82%, so HYSD currently pays the higher dividend yield.
Is MFSB better than HYSD?
MFSB has a lower expense ratio. HYSD led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.