Compare · 3 funds side by side · dividends reinvested

MFSB, SCHD and MUB

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeMFSB · 4.75% · $475 a year on $10k

Story of the three · RiskSmallest drop

MFSB, SCHD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$55.1B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.9

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFBonds & Cash · Core aggregate0.34%4.75%−0.4%+0.1%[…][…]−4.1%4.0%$862M2.2

Rank among the three1st → 3rdFee, 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: MFSB 2024 · SCHD 2011 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $862M[…]

MFSB

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MFSB

More Ways to See the Pairs

MFSB vs SCHD: Top 5 Holdings

Today

MFSB

0.5%in top 5

SCHD

in top 521.4%

MFSBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: MFSB, SCHD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

MFSB0.34%$34

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

Yields: MFSB, SCHD, MUB

Popular Pairs Near These Three

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%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

−0.4%Year to dateJan 1 → Nov 10+33.8%

+0.1%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

4.75%Trailing 12-mo yield$475 · $294 a year on $10k2.94%

−4.1%Worst dropSmaller is better−6.9%

4.0%VolatilityLower is calmer11.8%

MFSBSCHD 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

0.5%TRGPnot top 5

Held in common0.0%

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

MFSB vs SCHD Returns, Every Period

1Y

MFSMFSB

+0.1%

past year

SCHDSchwab

+38.8%

past year

MFSBSCHDFaded: behind in that period

0–2SCHD wins

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

MFSB vs MUB

YTD

MFSMFSB

−0.4%

MUBiShares

+0.3%

−0.4%Year to date+0.3%

−4.1%Worst drop · 1Y−6.3%

4.0%Volatility · 1Y3.8%

4.8%Yield3.3%

$862MAssets$55.1B

2–2level

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

1Y

4.75%highest, MFSB

FundTrailing yieldYield$10k

MFSB4.75%$475

MUB3.28%$328

SCHD2.94%$294

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

Income After Fees on $10,000

1Y

$441most kept, MFSB

MFSB$475 − $34 = $441

MUB$328 − $5 = $323

SCHD$294 − $6 = $288

KeptFee

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

Overlap: MFSB, SCHD, MUB

Today

0.0%most shared, MFSB and SCHD

MFSBSCHDMUB

MFSB—0.0%[…]

SCHD0.0%—[…]

MUB[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

MUBWorst drop−6.3%3.8% vol

MFSBWorst drop−4.1%4.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

MFSBSCHD

−0.4%Year to date+33.8%

4.8%Yield2.9%

+0.1%Past year+38.8%

0.34%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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MFSB, SCHD and MUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three