Compare · 3 funds side by side · dividends reinvested

MFSM, SUB and AGG

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$10,795SUB · best of the three

Story of the three · IncomeMost incomeAGG · 4.19% · $419 a year on $10k

Story of the three · RiskSmallest drop

MFSM, SUB and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.58%+1.0%+1.7%+2.9%+1.5%−1.9%1.4%$13.3B1.5

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.19%−1.5%−1.4%+4.1%−0.5%−4.6%4.2%$137B2.0

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.62%+0.0%+0.5%[…][…]−6.7%3.8%$134M2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: MFSM 2024 · SUB 2008 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Short-Term National Muni Bond ETF · $13.3B$10,795

SUB

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $134M[…]

$10,000 five years ago, dividends reinvested

SUBMeasure

More Ways to See the Pairs

SUB vs MFSM: Top 5 Holdings

Today

SUB

[…]in top 5

MFSM

in top 52.0%

SUBStockMFSM

not top 5VTEB1.0%

not top 5MUB1.0%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

Cost, Income and Risk

Fees: MFSM, SUB, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

SUB0.07%$7

MFSM0.34%$34

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: MFSM, SUB, AGG

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−1.5%

AGGiShares

−1.5%

−1.5%Year to date−1.5%

4.2%Yield4.2%

$167BAssets$137B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

MFSM

+1.0%Year to dateJan 1 → Nov 13+0.0%

+1.7%1 yearTotal return+0.5%

+2.9%3 years · per year$10,000 became $10,905 · […][…]

+1.5%5 years · per year$10,000 became $10,795 · […][…]

0.07%Expense ratio$7 · $34 a year on $10k · lower is better0.34%

2.58%Trailing 12-mo yield$259 · $362 a year on $10k3.62%

−1.9%Worst dropSmaller is better−6.7%

1.4%VolatilityLower is calmer3.8%

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

5–1SUB wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

SUB vs MFSM Returns, Every Period

1Y

iSharesSUB

+1.7%

past year

MFSMMFS

+0.5%

past year

SUBMFSMFaded: behind in that period

2–0SUB wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SUB vs AGG

YTD

iSharesSUB

+1.0%

AGGiShares

−1.5%

+1.0%Year to date−1.5%

−1.9%Worst drop · 1Y−4.6%

1.4%Volatility · 1Y4.2%

2.6%Yield4.2%

$13.3BAssets$137B

3–1SUB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

4.19%highest, AGG

FundTrailing yieldYield$10k

AGG4.19%$419

MFSM3.62%$362

SUB2.58%$259

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$416most kept, AGG

AGG$419 − $3 = $416

MFSM$362 − $34 = $328

SUB$259 − $7 = $252

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: MFSM, SUB, AGG

Today

[…]holdings […]

MFSMSUBAGG

MFSM—[…][…]

SUB[…]—[…]

AGG[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+1.7%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

MFSMWorst drop−6.7%3.8% vol

AGGWorst drop−4.6%4.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

AGGSUB

−1.5%Year to date+1.0%

4.2%Yield2.6%

−1.4%Past year+1.7%

0.03%Fee0.07%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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MFSM, SUB and AGG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three