Compare · 2 funds side by side · dividends reinvested

MFSM and SUB

MFSMMFS×SUBiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$11,045SUB · best of the two

02 / 04

MFSM and SUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.5%+3.4%+1.7%−1.9%1.4%$13.4B1.1

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.59%+1.0%+1.8%[…][…]−6.7%3.7%$129M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MFSM 2024 · SUB 2008

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

SUB

iShares Short-Term National Muni Bond ETF · $13.4B$10,860

$10,000 five years ago, dividends reinvested

MFSMMeasureSUB

+1.0%Year to dateJan 1 → Nov 6+1.6%

+1.8%1 yearTotal return+2.5%

[…]3 years · per year$10,000 became […] · $11,045+3.4%

[…]5 years · per year$10,000 became […] · $10,860+1.7%

0.34%Expense ratio$34 · $7 a year on $10k · lower is better0.07%

3.59%Trailing 12-mo yield$359 · $257 a year on $10k2.57%

−6.7%Worst dropSmaller is better−1.9%

3.7%VolatilityLower is calmer1.4%

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

1–5SUB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSM vs SUB: Top 5 Holdings

Today

MFSM

1.1%in top 5

SUB

in top 5[…]

MFSMStockSUB

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MFSM vs SUB Returns, Every Period

MFSMFSM

+1.8%

past year

SUBiShares

+2.5%

past year

MFSMSUBFaded: behind in that period

0–2SUB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MFSM vs SUB

YTD

MFSMFSM

+1.0%

SUBiShares

+1.6%

+1.0%Year to date+1.6%

−6.7%Worst drop · 1Y−1.9%

3.7%Volatility · 1Y1.4%

3.6%Yield2.6%

$129MAssets$13.4B

3–1SUB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSM, SUB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

MFSM0.34%$34

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MFSM, SUB

3.59%highest, MFSM

FundTrailing yieldYield$10k

MFSM3.59%$359

SUB2.57%$257

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, MFSM

MFSM$359 − $34 = $325

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MFSM, SUB

Today

[…]holdings […]

MFSMSUB

MFSM—[…]

SUB[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.5%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

MFSMWorst drop−6.7%3.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MFSMSUB

+1.0%Year to date+1.6%

3.6%Yield2.6%

+1.8%Past year+2.5%

0.34%Fee0.07%

3–1SUB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026