MFSG vs REGS

MFSG vs REGS

Which is better, MFSG or REGS?

MFSG has been ahead.

REGS has a lower expense ratio. MFSG led over 1Y. REGS is less concentrated, with 49.2% of the fund in its ten largest positions against 53.3%.

Lower Fees: REGSHigher Returns (1Y): MFSGLess Concentrated: REGS

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

MetricMFSGREGS
Expense Ratio0.49%0.35%Best
AUM$396M$77M
Dividend Yield0.07%0.00%
Holdings69124
YTD Return+9.68%+15.98%Best
1Y Return+10.46%-
Top 10 Weight53.3%49.2%Best
Fund FamilyMFS Investment ManagementColumbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 5, 2024Mar 16, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

MFSG vs REGS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare MFSG against instead:MFSG vs SPYMFSG vs QQQMFSG vs VOOMFSG vs VTIREGS against:REGS vs VXUS

MFSG vs REGS Performance

MFS Active Growth ETF (MFSG) is an ETF from MFS Investment Management and Columbia Large Cap Growth ETF (REGS) is an ETF from Columbia Threadneedle Investments. Year to date, MFSG is up 9.68% versus a gain of 15.98% for REGS.

Past performance does not guarantee future results.

Fees and Cost Over Time

MFSG charges 0.49% per year while REGS charges 0.35%. On a $10,000 position that is $49 vs $35 annually, a gap of $14 per year that compounds over a long holding period. On income, MFSG currently yields 0.07% against 0.00% for REGS.

Holdings Overlap

MFSG already in REGS57.7%
REGS already in MFSG55.3%

57.7% of MFSG's money is in holdings REGS also owns. 55.3% of REGS's money is in holdings MFSG also owns.

The two portfolios partly overlap.

17 positions in common, counted across the 67 positions we hold weights for in MFSG and 60 in REGS, against full books of 69 and 124.

What only one of them owns

Our book lists 41 positions for REGS that do not appear in our book for MFSG (40.5% of the fund), and 45 for MFSG that do not appear in REGS (37.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in MFSGWeight in REGSDifference
NVDANvidia Corp13.98%11.05%2.93%
AAPLApple, Inc6.42%8.14%1.72%
GOOGLAlphabet Inc,class A11.60%1.68%9.92%
MSFTMicrosoft Corp5.28%4.84%0.44%
AVGOBroadcom Inc3.20%5.63%2.43%
METAMeta Platforms Inc2.81%4.73%1.92%
AMZNAmazon.Com Inc2.83%2.17%0.66%
ANETArista Networks Inc Common Stock1.96%1.88%0.08%
AMDAdvanced Micro Devices Inc1.33%2.51%1.18%
LLYEli Lilly & Co.0.41%3.42%3.01%

57.7% of MFSG is already inside REGS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

MFSGREGS

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Frequently Asked Questions

Which is cheaper, MFSG or REGS?

MFSG has an expense ratio of 0.49% while REGS charges 0.35%. REGS is the cheaper option, by $14 a year on a $10,000 investment.

What is the holdings overlap between MFSG and REGS?

57.7% of MFSG's money is in holdings REGS also owns. 55.3% of REGS's is in holdings MFSG also owns. They hold 17 positions in common, counted across the 67 positions we hold weights for in MFSG and 60 in REGS.

Which pays a higher dividend, MFSG or REGS?

MFSG yields 0.07% while REGS yields 0.00%, so MFSG currently pays the higher dividend yield.

Is REGS better than MFSG?

REGS has a lower expense ratio. MFSG led over 1Y. REGS is less concentrated, with 49.2% of the fund in its ten largest positions against 53.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.