Compare · 3 funds side by side · dividends reinvested

MFSM, SUB and BND

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

02 / 04

MFSM, SUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.5%+2.3%+3.4%+1.6%−1.9%1.4%$13.3B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B2.0

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%$126M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: MFSM 2024 · SUB 2008 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,950

BND

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126M[…]

$10,000 five years ago, dividends reinvested

BNDMeasureMFSM

−0.1%Year to dateJan 1 → Nov 4+0.5%

+0.3%1 yearTotal return+1.3%

+5.5%3 years · per year$10,000 became $11,733 · […][…]

−0.1%5 years · per year$10,000 became $9,950 · […][…]

0.03%Expense ratio$3 · $34 a year on $10k · lower is better0.34%

4.13%Trailing 12-mo yield$413 · $360 a year on $10k3.60%

−4.5%Worst dropSmaller is better−6.7%

4.0%VolatilityLower is calmer3.7%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs MFSM: Top 5 Holdings

Today

BND

[…]in top 5

MFSM

in top 51.1%

BNDStockMFSM

not top 5MUB0.6%

not top 5VTEB0.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BND vs MFSM Returns, Every Period

VanguardBND

+0.3%

past year

MFSMMFS

+1.3%

past year

BNDMFSMFaded: behind in that period

0–2MFSM wins

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

BND vs MFSM

YTD

VanguardBND

−0.1%

MFSMMFS

+0.5%

−0.1%Year to date+0.5%

−4.5%Worst drop · 1Y−6.7%

4.0%Volatility · 1Y3.7%

4.1%Yield3.6%

$161BAssets$126M

2–2level

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

Cost, Income and Risk

Fees: MFSM, SUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SUB0.07%$7

MFSM0.34%$34

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

Yields: MFSM, SUB, BND

4.13%highest, BND

FundTrailing yieldYield$10k

BND4.13%$413

MFSM3.60%$360

SUB2.57%$257

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

Income After Fees on $10,000

$410most kept, BND

BND$413 − $3 = $410

MFSM$360 − $34 = $326

SUB$257 − $7 = $250

KeptFee

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

Overlap: MFSM, SUB, BND

Today

[…]holdings […]

MFSMSUBBND

MFSM—[…][…]

SUB[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+2.3%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

MFSMWorst drop−6.7%3.7% vol

BNDWorst drop−4.5%4.0% vol

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

Paid More vs Made More

YTD

BNDSUB

−0.1%Year to date+1.5%

4.1%Yield2.6%

+0.3%Past year+2.3%

0.03%Fee0.07%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026