Compare · 3 funds side by side · dividends reinvested

MFSM, MUB and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

MFSM, MUB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

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%$126M1.8

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.5B2.1

Rank among the three1st → 3rdFee, 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 · MUB 2007 · VOO 2010

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

MUB

iShares National Muni Bond ETF · $54.5B$10,373

$10,000 five years ago, dividends reinvested

MFSMMeasureMUB

+0.5%Year to dateJan 1 → Nov 4+0.1%

+1.3%1 yearTotal return+0.7%

[…]3 years · per year$10,000 became […] · $11,374+4.4%

[…]5 years · per year$10,000 became […] · $10,373+0.7%

0.34%Expense ratio$34 · $5 a year on $10k · lower is better0.05%

3.60%Trailing 12-mo yield$360 · $328 a year on $10k3.28%

−6.7%Worst dropSmaller is better−6.3%

3.7%VolatilityLower is calmer3.7%

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

3–2MFSM wins

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 MUB: Top 5 Holdings

Today

MFSM

1.1%in top 5

MUB

in top 5[…]

MFSMStockMUB

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 MUB Returns, Every Period

MFSMFSM

+1.3%

past year

MUBiShares

+0.7%

past year

MFSMMUBFaded: behind in that period

2–0MFSM wins

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

MFSM vs MUB

YTD

MFSMFSM

+0.5%

MUBiShares

+0.1%

+0.5%Year to date+0.1%

−6.7%Worst drop · 1Y−6.3%

3.7%Volatility · 1Y3.7%

3.6%Yield3.3%

$126MAssets$54.5B

2–1MFSM wins

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

Cost, Income and Risk

Fees: MFSM, MUB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MUB0.05%$5

MFSM0.34%$34

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

Yields: MFSM, MUB, VOO

3.60%highest, MFSM

FundTrailing yieldYield$10k

MFSM3.60%$360

MUB3.28%$328

VOO1.05%$105

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

Income After Fees on $10,000

$326most kept, MFSM

MFSM$360 − $34 = $326

MUB$328 − $5 = $323

VOO$105 − $3 = $102

KeptFee

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

Overlap: MFSM, MUB, VOO

Today

0.0%most shared, MFSM and VOO

MFSMMUBVOO

MFSM—[…]0.0%

MUB[…]—[…]

VOO0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

MFSMWorst drop−6.7%3.7% vol

MUBWorst drop−6.3%3.7% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

MFSMVOO

+0.5%Year to date+13.4%

3.6%Yield1.1%

+1.3%Past year+13.5%

0.34%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026