Compare · 4 funds side by side · dividends reinvested

MFSM, SCHD, VIG and SGOV

MFSMMFS×SCHDSchwab×VIGVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

MFSM, SCHD, VIG and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.1

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.4

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%$129M3.0

Rank among the four1st → 4thFee, 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 · SCHD 2011 · VIG 2006 · SGOV 2020

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

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MFSMMeasureSCHD

+1.1%Year to dateJan 1 → Nov 9+33.2%

+1.6%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.34%Expense ratio$34 · $6 a year on $10k · lower is better0.06%

3.59%Trailing 12-mo yield$359 · $296 a year on $10k2.96%

−6.7%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.8%

MFSMSCHD 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 SCHD: Top 5 Holdings

Today

MFSM

1.1%in top 5

SCHD

in top 521.4%

MFSMStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

MFSM vs SCHD Returns, Every Period

MFSMFSM

+1.6%

past year

SCHDSchwab

+39.1%

past year

MFSMSCHDFaded: behind in that period

0–2SCHD wins

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

MFSM vs SGOV

YTD

MFSMFSM

+1.1%

SGOViShares

+3.2%

+1.1%Year to date+3.2%

−6.7%Worst drop · 1Y+0.0%

3.7%Volatility · 1Y0.2%

3.6%Yield3.6%

$129MAssets$117B

3–0SGOV wins

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

Cost, Income and Risk

Fees: MFSM, SCHD, VIG, SGOV

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SGOV0.09%$9

MFSM0.34%$34

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

Yields: MFSM, SCHD, VIG, SGOV

3.63%highest, SGOV

FundTrailing yieldYield$10k

SGOV3.63%$363

MFSM3.59%$359

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

MFSM$359 − $34 = $325

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: MFSM, SCHD, VIG, SGOV

Today

14.5%most shared, SCHD and VIG

MFSMSCHDVIGSGOV

MFSM—0.0%0.0%[…]

SCHD0.0%—14.5%[…]

VIG0.0%14.5%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SGOVWorst drop0.0%0.2% vol

MFSMWorst drop−6.7%3.7% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

SGOVSCHD

+3.2%Year to date+33.2%

3.6%Yield3.0%

+3.8%Past year+39.1%

0.09%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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