Compare · 4 funds side by side · dividends reinvested

MFSM, MUB, IUSB and BND

MFSMMFS×MUBiShares×IUSBiShares×BNDVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$11,560IUSB · best of the four

02 / 04

MFSM, MUB, IUSB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.2%+5.0%+0.1%−4.3%3.9%$50.5B2.1

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.60%+0.8%+1.3%[…][…]−6.7%3.7%$129M2.3

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$55.1B2.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: MFSM 2024 · MUB 2007 · IUSB 2014 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

MFSM

IUSB

iShares Core Universal USD Bond ETF · $50.5B$10,070

$10,000 five years ago, dividends reinvested

MFSMMeasureIUSB

+0.8%Year to dateJan 1 → Nov 10−0.5%

+1.3%1 yearTotal return−0.2%

[…]3 years · per year$10,000 became […] · $11,560+5.0%

[…]5 years · per year$10,000 became […] · $10,070+0.1%

0.34%Expense ratio$34 · $6 a year on $10k · lower is better0.06%

3.60%Trailing 12-mo yield$360 · $436 a year on $10k4.36%

−6.7%Worst dropSmaller is better−4.3%

3.7%VolatilityLower is calmer3.9%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSM vs IUSB: Top 5 Holdings

Today

MFSM

1.1%in top 5

IUSB

in top 5[…]

MFSMStockIUSB

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

MFSM vs IUSB Returns, Every Period

MFSMFSM

+1.3%

past year

IUSBiShares

−0.2%

past year

MFSMIUSBFaded: behind in that period

2–0MFSM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MFSM vs IUSB

YTD

MFSMFSM

+0.8%

IUSBiShares

−0.5%

+0.8%Year to date−0.5%

−6.7%Worst drop · 1Y−4.3%

3.7%Volatility · 1Y3.9%

3.6%Yield4.4%

$129MAssets$50.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSM, MUB, IUSB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MUB0.05%$5

IUSB0.06%$6

MFSM0.34%$34

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

Yields: MFSM, MUB, IUSB, BND

4.36%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.36%$436

BND4.15%$415

MFSM3.60%$360

MUB3.28%$328

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$430most kept, IUSB

IUSB$436 − $6 = $430

BND$415 − $3 = $412

MFSM$360 − $34 = $326

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MFSM, MUB, IUSB, BND

Today

[…]holdings […]

MFSMMUBIUSBBND

MFSM—[…][…][…]

MUB[…]—[…][…]

IUSB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+1.3%MFSM, at 3.7% volatility

MFSMWorst drop−6.7%3.7% vol

MUBWorst drop−6.3%3.8% vol

IUSBWorst drop−4.3%3.9% vol

BNDWorst drop−4.5%4.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBMFSM

−0.5%Year to date+0.8%

4.4%Yield3.6%

−0.2%Past year+1.3%

0.06%Fee0.34%

2–2level

End-of-day Nov 10, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date−0.7%

4.1%Yield4.2%

$161BAssets$139B

1–0AGG wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026