Compare · 3 funds side by side · dividends reinvested

IUSB, MFSM and AGG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$9,928IUSB · best of the three

Story of the three · IncomeMost incomeIUSB · 4.40% · $440 a year on $10k

Story of the three · RiskSmallest drop

IUSB, MFSM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.40%−1.3%−1.2%+4.5%−0.1%−4.3%4.0%$50.0B1.5

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.62%+0.0%+0.5%[…][…]−6.7%3.8%$129M2.0

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.19%−1.5%−1.4%+4.1%−0.5%−4.6%4.2%$137B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: IUSB 2014 · MFSM 2024 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $50.0B$9,928

IUSB

MFSM

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

$10,000 five years ago, dividends reinvested

IUSB

More Ways to See the Pairs

IUSB vs MFSM: Top 5 Holdings

Today

IUSB

[…]in top 5

MFSM

in top 52.0%

IUSBStockMFSM

not top 5VTEB1.0%

not top 5MUB1.0%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

Cost, Income and Risk

Fees: IUSB, MFSM, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

IUSB0.06%$6

MFSM0.34%$34

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IUSB, MFSM, AGG

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−1.5%

AGGiShares

−1.5%

−1.5%Year to date−1.5%

4.2%Yield4.2%

$161BAssets$137B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

MFSM

−1.3%Year to dateJan 1 → Nov 13+0.0%

−1.2%1 yearTotal return+0.5%

+4.5%3 years · per year$10,000 became $11,426 · […][…]

−0.1%5 years · per year$10,000 became $9,928 · […][…]

0.06%Expense ratio$6 · $34 a year on $10k · lower is better0.34%

4.40%Trailing 12-mo yield$440 · $362 a year on $10k3.62%

−4.3%Worst dropSmaller is better−6.7%

4.0%VolatilityLower is calmer3.8%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

IUSB vs MFSM Returns, Every Period

1Y

iSharesIUSB

−1.2%

past year

MFSMMFS

+0.5%

past year

IUSBMFSMFaded: behind in that period

0–2MFSM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IUSB vs AGG

YTD

iSharesIUSB

−1.3%

AGGiShares

−1.5%

−1.3%Year to date−1.5%

−4.3%Worst drop · 1Y−4.6%

4.0%Volatility · 1Y4.2%

4.4%Yield4.2%

$50.0BAssets$137B

4–0IUSB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

4.40%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.40%$440

AGG4.19%$419

MFSM3.62%$362

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$434most kept, IUSB

IUSB$440 − $6 = $434

AGG$419 − $3 = $416

MFSM$362 − $34 = $328

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IUSB, MFSM, AGG

Today

[…]holdings […]

IUSBMFSMAGG

IUSB—[…][…]

MFSM[…]—[…]

AGG[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+0.5%MFSM, at 3.8% volatility

MFSMWorst drop−6.7%3.8% vol

IUSBWorst drop−4.3%4.0% vol

AGGWorst drop−4.6%4.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IUSBMFSM

−1.3%Year to date+0.0%

4.4%Yield3.6%

−1.2%Past year+0.5%

0.06%Fee0.34%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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IUSB, MFSM and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three