Compare · 2 funds side by side · dividends reinvested

MFSM and SUB

MFSMMFS×SUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,841SUB · best of the two

02 / 04

MFSM and SUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.58%+1.4%+2.2%+3.4%+1.6%−1.9%1.4%$13.3B1.1

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.62%+0.1%+0.6%[…][…]−6.7%3.6%$126M1.8

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 · SUB 2008

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

SUB

iShares Short-Term National Muni Bond ETF · $13.3B$10,841

$10,000 five years ago, dividends reinvested

MFSMMeasureSUB

+0.1%Year to dateJan 1 → Nov 4+1.4%

+0.6%1 yearTotal return+2.2%

[…]3 years · per year$10,000 became […] · $11,047+3.4%

[…]5 years · per year$10,000 became […] · $10,836+1.6%

0.34%Expense ratio$34 · $7 a year on $10k · lower is better0.07%

3.62%Trailing 12-mo yield$362 · $258 a year on $10k2.58%

−6.7%Worst dropSmaller is better−1.9%

3.6%VolatilityLower is calmer1.4%

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

1–5SUB 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 SUB: Top 5 Holdings

Today

MFSM

1.1%in top 5

SUB

in top 5[…]

MFSMStockSUB

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 SUB Returns, Every Period

MFSMFSM

+0.6%

past year

SUBiShares

+2.2%

past year

MFSMSUBFaded: behind in that period

0–2SUB wins

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

MFSM vs SUB

YTD

MFSMFSM

+0.1%

SUBiShares

+1.4%

+0.1%Year to date+1.4%

−6.7%Worst drop · 1Y−1.9%

3.6%Volatility · 1Y1.4%

3.6%Yield2.6%

$126MAssets$13.3B

3–1SUB wins

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

Cost, Income and Risk

Fees: MFSM, SUB

Today

0.07%lowest, SUB

FundExpense ratioFee$10k

SUB0.07%$7

MFSM0.34%$34

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

Yields: MFSM, SUB

3.62%highest, MFSM

FundTrailing yieldYield$10k

MFSM3.62%$362

SUB2.58%$258

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

Income After Fees on $10,000

$328most kept, MFSM

MFSM$362 − $34 = $328

SUB$258 − $7 = $251

KeptFee

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

Overlap: MFSM, SUB

Today

[…]holdings […]

MFSMSUB

MFSM—[…]

SUB[…]—

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

Return vs Bumpiness: 2 ETFs

+2.2%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

MFSMWorst drop−6.7%3.6% vol

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

Paid More vs Made More

YTD

MFSMSUB

+0.1%Year to date+1.4%

3.6%Yield2.6%

+0.6%Past year+2.2%

0.34%Fee0.07%

3–1SUB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026