MFSB vs NJNK

MFSB vs NJNK

Which is better, MFSB or NJNK?

NJNK has been ahead.

MFSB has a lower expense ratio. NJNK led over 1Y and the full window.

Lower Fees: MFSBHigher Returns: NJNK

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

MetricMFSBNJNK
Expense Ratio0.34%Best0.46%
AUM$614M$40M
Dividend Yield4.82%6.59%
Holdings470934
YTD Return-1.56%-0.47%Best
1Y Return-1.36%+1.64%Best
Volatility (annualized)3.9%3.7%Best
Max Drawdown-4.1%Best-4.5%
$10,000 over 1.9 years$10,374$10,715Best
Fund FamilyMFS Investment ManagementColumbia Threadneedle Investments
CategoryFixed IncomeFixed Income
StyleInvestment Grade BondInvestment Grade Bond
InceptionDec 5, 2024Sep 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).

MFSB vs NJNK 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.

Compare MFSB against instead:MFSB vs SPYMFSB vs QQQMFSB vs VOOMFSB vs VTINJNK against:NJNK vs VXUS

MFSB vs NJNK Performance

MFS Active Core Plus Bond ETF (MFSB) is an ETF from MFS Investment Management and Columbia US High Yield ETF (NJNK) is an ETF from Columbia Threadneedle Investments. Over the past year MFSB returned -1.36% while NJNK returned +1.64%. Year to date, MFSB is down 1.56% versus a loss of 0.47% for NJNK.

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 3.7% for NJNK. 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 -4.1% for MFSB and -4.5% for NJNK. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MFSB charges 0.34% per year while NJNK charges 0.46%. On a $10,000 position that is $34 vs $46 annually, a gap of $12 per year that compounds over a long holding period. On income, MFSB currently yields 4.82% against 6.59% for NJNK.

Holdings Overlap

We hold position weights for 180 holdings in MFSB and 358 in NJNK, totalling 42.2% and 74.6% 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, 11 positions appear in both.

11 positions in common, counted across the 180 positions we hold weights for in MFSB and 358 in NJNK, against full books of 470 and 934.

Top Shared Holdings

StockWeight in MFSBWeight in NJNKDifference
TDG 6.375 05/31/33 1Transdigm Inc 6.375% 05/31/330.33%0.62%0.29%
SKX 10 07/15/33 144aBeach Acquisition Bidco 10.00 2033-07-150.38%0.54%0.16%
HBGCN 7.25 06/15/30 0.34%0.52%0.18%
FUN 6.625 05/01/32 1Six Flags Entertainment Corp 6.625% 05/01/20320.34%0.49%0.15%
SNAP 6.875 03/01/33 0.38%0.36%0.02%
QUIKHO 6.375 03/01/3Quikrete Holdi 6.375 3/320.33%0.38%0.05%
VENLNG 7 01/15/30 14Venture Global Lng 7% 01/15/300.37%0.26%0.11%
PFGC 6.125 09/15/32 0.37%0.25%0.12%
XIFR 7.25 01/15/29 1Nextera Energy Operating Partners Lp 7.25 01/15/20290.34%0.26%0.08%
POST 6.25 10/15/34 1Post Holdings Inc Sr Unsecured 144A 10/34 6.250.36%0.12%0.24%

You are not choosing between two funds in isolation.

Whichever of MFSB and NJNK you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MFSBNJNK

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MFSB or NJNK?

MFSB has an expense ratio of 0.34% while NJNK charges 0.46%. MFSB is the cheaper option, by $12 a year on a $10,000 investment.

Which performed better, MFSB or NJNK?

Over the past year MFSB returned -1.36% vs +1.64% for NJNK, so NJNK leads on 1-year performance. Over the longest common window we track (2 years), MFSB annualized +1.95% vs +3.70% for NJNK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MFSB or NJNK?

MFSB has been the more volatile fund at 3.9% annualized versus 3.7% for NJNK. Worst drawdown: MFSB -4.1% vs NJNK -4.5%.

Should I hold both MFSB and NJNK?

MFSB and NJNK have a monthly-return correlation of 0.68, 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, MFSB or NJNK?

MFSB yields 4.82% while NJNK yields 6.59%, so NJNK currently pays the higher dividend yield.

Is NJNK better than MFSB?

MFSB has a lower expense ratio. NJNK 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.