Compare · 2 funds side by side · dividends reinvested

MFSM and AGG

MFSMMFS×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,975AGG · best of the two

02 / 04

MFSM and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.5%+5.6%−0.0%−4.6%4.1%$139B1.4

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.59%+0.9%+1.5%[…][…]−6.7%3.7%$129M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: MFSM 2024 · AGG 2003

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

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,975

$10,000 five years ago, dividends reinvested

MFSMMeasureAGG

+0.9%Year to dateJan 1 → Nov 5+0.1%

+1.5%1 yearTotal return+0.5%

[…]3 years · per year$10,000 became […] · $11,786+5.6%

[…]5 years · per year$10,000 became […] · $9,975−0.0%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

3.59%Trailing 12-mo yield$359 · $412 a year on $10k4.12%

−6.7%Worst dropSmaller is better−4.6%

3.7%VolatilityLower is calmer4.1%

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

3–3Level

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

More Ways to See the Pairs

MFSM vs AGG: Top 5 Holdings

Today

MFSM

1.1%in top 5

AGG

in top 5[…]

MFSMStockAGG

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MFSM vs AGG Returns, Every Period

MFSMFSM

+1.5%

past year

AGGiShares

+0.5%

past year

MFSMAGGFaded: behind in that period

2–0MFSM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MFSM vs AGG

YTD

MFSMFSM

+0.9%

AGGiShares

+0.1%

+0.9%Year to date+0.1%

−6.7%Worst drop · 1Y−4.6%

3.7%Volatility · 1Y4.1%

3.6%Yield4.1%

$129MAssets$139B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSM, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

MFSM0.34%$34

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MFSM, AGG

4.12%highest, AGG

FundTrailing yieldYield$10k

AGG4.12%$412

MFSM3.59%$359

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, AGG

AGG$412 − $3 = $409

MFSM$359 − $34 = $325

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MFSM, AGG

Today

[…]holdings […]

MFSMAGG

MFSM—[…]

AGG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+1.5%MFSM, at 3.7% volatility

MFSMWorst drop−6.7%3.7% vol

AGGWorst drop−4.6%4.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AGGMFSM

+0.1%Year to date+0.9%

4.1%Yield3.6%

+0.5%Past year+1.5%

0.03%Fee0.34%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026