Compare · 2 funds side by side · dividends reinvested

MFSM and BND

MFSMMFS×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,950BND · best of the two

02 / 04

MFSM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.4

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.60%+0.5%+1.3%[…][…]−6.7%3.7%$126M1.5

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: MFSM 2024 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126M[…]

MFSM

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

MFSMMeasureBND

+0.5%Year to dateJan 1 → Nov 4−0.1%

+1.3%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,733+5.5%

[…]5 years · per year$10,000 became […] · $9,950−0.1%

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

3.60%Trailing 12-mo yield$360 · $413 a year on $10k4.13%

−6.7%Worst dropSmaller is better−4.5%

3.7%VolatilityLower is calmer4.0%

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

3–3Level

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

More Ways to See the Pairs

MFSM vs BND: Top 5 Holdings

Today

MFSM

1.1%in top 5

BND

in top 5[…]

MFSMStockBND

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common[…]

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

MFSM vs BND Returns, Every Period

MFSMFSM

+1.3%

past year

BNDVanguard

+0.3%

past year

MFSMBNDFaded: behind in that period

2–0MFSM wins

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

MFSM vs BND

YTD

MFSMFSM

+0.5%

BNDVanguard

−0.1%

+0.5%Year to date−0.1%

−6.7%Worst drop · 1Y−4.5%

3.7%Volatility · 1Y4.0%

3.6%Yield4.1%

$126MAssets$161B

2–2level

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

Cost, Income and Risk

Fees: MFSM, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MFSM0.34%$34

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

Yields: MFSM, BND

4.13%highest, BND

FundTrailing yieldYield$10k

BND4.13%$413

MFSM3.60%$360

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

Income After Fees on $10,000

$410most kept, BND

BND$413 − $3 = $410

MFSM$360 − $34 = $326

KeptFee

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

Overlap: MFSM, BND

Today

[…]holdings […]

MFSMBND

MFSM—[…]

BND[…]—

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

Return vs Bumpiness: 2 ETFs

+1.3%MFSM, at 3.7% volatility

MFSMWorst drop−6.7%3.7% vol

BNDWorst drop−4.5%4.0% vol

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

Paid More vs Made More

YTD

BNDMFSM

−0.1%Year to date+0.5%

4.1%Yield3.6%

+0.3%Past year+1.3%

0.03%Fee0.34%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026