Compare · 3 funds side by side · dividends reinvested

MFSM, BND and MUB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,432MUB · best of the three

02 / 04

MFSM, BND and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.59%+1.1%+1.6%[…][…]−6.7%3.7%$129M1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: MFSM 2024 · BND 2007 · MUB 2007

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

BND

Vanguard Total Bond Market ETF · $161B$9,985

$10,000 five years ago, dividends reinvested

MFSMMeasureBND

+1.1%Year to dateJan 1 → Nov 9+0.0%

+1.6%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,576+5.0%

[…]5 years · per year$10,000 became […] · $9,985−0.0%

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−4.5%

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 9, 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 9, 2026 · share of each fund

MFSM vs BND Returns, Every Period

MFSMFSM

+1.6%

past year

BNDVanguard

+0.3%

past year

MFSMBNDFaded: behind in that period

2–0MFSM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

MFSM vs BND

YTD

MFSMFSM

+1.1%

BNDVanguard

+0.0%

+1.1%Year to date+0.0%

−6.7%Worst drop · 1Y−4.5%

3.7%Volatility · 1Y4.0%

3.6%Yield4.1%

$129MAssets$161B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSM, BND, MUB

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MUB0.05%$5

MFSM0.34%$34

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MFSM, BND, MUB

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

MFSM3.59%$359

MUB3.26%$326

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

MFSM$359 − $34 = $325

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MFSM, BND, MUB

Today

[…]holdings […]

MFSMBNDMUB

MFSM—[…][…]

BND[…]—[…]

MUB[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+1.6%MFSM, at 3.7% volatility

MFSMWorst drop−6.7%3.7% vol

MUBWorst drop−6.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BNDMFSM

+0.0%Year to date+1.1%

4.1%Yield3.6%

+0.3%Past year+1.6%

0.03%Fee0.34%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026