Compare · 2 funds side by side · dividends reinvested

MFSD and NEAR

MFSDMFS×NEARiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,167NEAR · best of the two

02 / 03

MFSD and NEAR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.1%+4.0%−1.1%1.4%$5.2B1.0

MFS Active Short Duration Income ETFBonds & Cash · Short-term0.25%0.67%[…][…][…][…][…][…]$32M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: MFSD 2026 · NEAR 2013

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Short Duration Income ETF · $32M[…]

MFSD

NEAR

iShares Short Duration Bond Active ETF · $5.2B$12,167

$10,000 five years ago, dividends reinvested

MFSDMeasureNEAR

[…]Year to dateJan 1 → Nov 4+1.5%

[…]1 yearTotal return+2.4%

[…]3 years · per year$10,000 became […] · $11,605+5.1%

[…]5 years · per year$10,000 became […] · $12,167+4.0%

0.25%Expense ratio$25 · $25 a year on $10k · lower is better0.25%

0.67%Trailing 12-mo yield$67 · $451 a year on $10k4.51%

[…]Worst dropSmaller is better−1.1%

[…]VolatilityLower is calmer1.4%

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

0–1NEAR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSD vs NEAR: Top 5 Holdings

Today

MFSD

[…]in top 5

NEAR

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

MFSD vs NEAR Returns, Every Period

MFSMFSD

[…]

past year

NEARiShares

+2.4%

past year

Returns […]

MFSDNEARFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MFSD vs NEAR

YTD

MFSMFSD

[…]

NEARiShares

+1.5%

[…]Year to date+1.5%

[…]Worst drop · 1Y−1.1%

[…]Volatility · 1Y1.4%

0.7%Yield4.5%

$31.5MAssets$5.2B

1–0NEAR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSD, NEAR

Today

0.25%lowest, MFSD

FundExpense ratioFee$10k

MFSD0.25%$25

NEAR0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MFSD, NEAR

4.51%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.51%$451

MFSD0.67%$67

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$426most kept, NEAR

NEAR$451 − $25 = $426

MFSD$67 − $25 = $42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MFSD, NEAR

Today

[…]holdings […]

MFSDNEAR

MFSD—[…]

NEAR[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.4%NEAR, at 1.4% volatility

NEARWorst drop−1.1%1.4% vol

MFSDWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026