Compare · 3 funds side by side · dividends reinvested

MFSM, SUB and BND

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,844SUB · best of the three

Story of the three · IncomeMost incomeBND · 4.15% · $415 a year on $10k

Story of the three · RiskSmallest drop

MFSM, SUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.5%+2.2%+3.2%+1.6%−1.9%1.4%$13.4B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.5%4.0%$161B2.0

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.58%+1.3%+1.8%[…][…]−6.7%3.7%$129M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: MFSM 2024 · SUB 2008 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

1Y

iShares Short-Term National Muni Bond ETF · $13.4B$10,218

SUB

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M$10,182

$10,000 one year ago, dividends reinvested

SUB

More Ways to See the Pairs

SUB vs MFSM: Top 5 Holdings

Today

SUB

[…]in top 5

MFSM

in top 51.1%

SUBStockMFSM

not top 5MUB0.6%

not top 5VTEB0.5%

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

Cost, Income and Risk

Fees: MFSM, SUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SUB0.07%$7

MFSM0.34%$34

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: MFSM, SUB, BND

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

MFSM

+1.5%Year to dateJan 1 → Nov 11+1.3%

+2.2%1 yearTotal return+1.8%

+3.2%3 years · per year$10,000 became $10,985 · […][…]

+1.6%5 years · per year$10,000 became $10,844 · […][…]

0.07%Expense ratio$7 · $34 a year on $10k · lower is better0.34%

2.57%Trailing 12-mo yield$257 · $358 a year on $10k3.58%

−1.9%Worst dropSmaller is better−6.7%

1.4%VolatilityLower is calmer3.7%

SUBMFSM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1SUB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

SUB vs MFSM Returns, Every Period

1Y

iSharesSUB

+2.2%

past year

MFSMMFS

+1.8%

past year

SUBMFSMFaded: behind in that period

2–0SUB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SUB vs BND

YTD

iSharesSUB

+1.5%

BNDVanguard

−0.7%

+1.5%Year to date−0.7%

−1.9%Worst drop · 1Y−4.5%

1.4%Volatility · 1Y4.0%

2.6%Yield4.2%

$13.4BAssets$161B

3–1SUB wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

4.15%highest, BND

FundTrailing yieldYield$10k

BND4.15%$415

MFSM3.58%$358

SUB2.57%$257

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$412most kept, BND

BND$415 − $3 = $412

MFSM$358 − $34 = $324

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MFSM, SUB, BND

Today

[…]holdings […]

MFSMSUBBND

MFSM—[…][…]

SUB[…]—[…]

BND[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+2.2%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

MFSMWorst drop−6.7%3.7% vol

BNDWorst drop−4.5%4.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BNDSUB

−0.7%Year to date+1.5%

4.2%Yield2.6%

−0.4%Past year+2.2%

0.03%Fee0.07%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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MFSM, SUB and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three