Compare · 4 funds side by side · dividends reinvested

MFSM, SUB, MUB and BND

MFSMMFS×SUBiShares×MUBiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$10,861SUB · best of the four

02 / 04

MFSM, SUB, MUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Short-Term National Muni Bond ETFBonds & Cash · Municipal0.07%2.57%+1.6%+2.4%+3.3%+1.7%−1.9%1.4%$13.4B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.6

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%$129M2.7

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 · SUB 2008 · MUB 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,985

BND

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

$10,000 five years ago, dividends reinvested

BNDMeasureMFSM

+0.0%Year to dateJan 1 → Nov 9+1.1%

+0.3%1 yearTotal return+1.6%

+5.0%3 years · per year$10,000 became $11,576 · […][…]

−0.0%5 years · per year$10,000 became $9,985 · […][…]

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

4.12%Trailing 12-mo yield$412 · $359 a year on $10k3.59%

−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 9, 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 9, 2026 · share of each fund

BND vs MFSM Returns, Every Period

VanguardBND

+0.3%

past year

MFSMMFS

+1.6%

past year

BNDMFSMFaded: behind in that period

0–2MFSM wins

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

BND vs MFSM

YTD

VanguardBND

+0.0%

MFSMMFS

+1.1%

+0.0%Year to date+1.1%

−4.5%Worst drop · 1Y−6.7%

4.0%Volatility · 1Y3.7%

4.1%Yield3.6%

$161BAssets$129M

2–2level

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

Cost, Income and Risk

Fees: MFSM, SUB, MUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MUB0.05%$5

SUB0.07%$7

MFSM0.34%$34

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

Yields: MFSM, SUB, MUB, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

MFSM3.59%$359

MUB3.26%$326

SUB2.57%$257

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

MFSM$359 − $34 = $325

MUB$326 − $5 = $321

SUB$257 − $7 = $250

KeptFee

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

Overlap: MFSM, SUB, MUB, BND

Today

[…]holdings […]

MFSMSUBMUBBND

MFSM—[…][…][…]

SUB[…]—[…][…]

MUB[…][…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+2.4%SUB, at 1.4% volatility

SUBWorst drop−1.9%1.4% vol

MFSMWorst drop−6.7%3.7% vol

MUBWorst drop−6.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

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

Paid More vs Made More

YTD

BNDSUB

+0.0%Year to date+1.6%

4.1%Yield2.6%

+0.3%Past year+2.4%

0.03%Fee0.07%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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