Compare · 3 funds side by side · dividends reinvested

MFSM, SUB and VCIT

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 VCIT, 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 Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.03%−0.9%+0.1%+7.2%+0.9%−4.9%4.5%$66.6B2.0

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 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

SUB

MFSM

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

$10,000 five years ago, dividends reinvested

SUBMeasureMFSM

+1.5%Year to dateJan 1 → Nov 4+0.5%

+2.3%1 yearTotal return+1.3%

+3.4%3 years · per year$10,000 became $11,044 · […][…]

+1.6%5 years · per year$10,000 became $10,841 · […][…]

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

2.57%Trailing 12-mo yield$257 · $360 a year on $10k3.60%

−1.9%Worst dropSmaller is better−6.7%

1.4%VolatilityLower is calmer3.7%

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

5–1SUB wins

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

More Ways to See the Pairs

SUB vs MFSM: Top 5 Holdings

Today

SUB

[…]in top 5

MFSM

in top 51.1%

SUBStockMFSM

not top 5MUB0.6%

not top 5VTEB0.5%

Held in common[…]

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

SUB vs MFSM Returns, Every Period

iSharesSUB

+2.3%

past year

MFSMMFS

+1.3%

past year

SUBMFSMFaded: behind in that period

2–0SUB wins

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

SUB vs VCIT

YTD

iSharesSUB

+1.5%

VCITVanguard

−0.9%

+1.5%Year to date−0.9%

−1.9%Worst drop · 1Y−4.9%

1.4%Volatility · 1Y4.5%

2.6%Yield5.0%

$13.3BAssets$66.6B

3–1SUB wins

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

Cost, Income and Risk

Fees: MFSM, SUB, VCIT

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SUB0.07%$7

MFSM0.34%$34

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

Yields: MFSM, SUB, VCIT

5.03%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.03%$503

MFSM3.60%$360

SUB2.57%$257

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

Income After Fees on $10,000

$500most kept, VCIT

VCIT$503 − $3 = $500

MFSM$360 − $34 = $326

SUB$257 − $7 = $250

KeptFee

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

Overlap: MFSM, SUB, VCIT

Today

[…]holdings […]

MFSMSUBVCIT

MFSM—[…][…]

SUB[…]—[…]

VCIT[…][…]—

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

VCITWorst drop−4.9%4.5% vol

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

Paid More vs Made More

YTD

VCITSUB

−0.9%Year to date+1.5%

5.0%Yield2.6%

+0.1%Past year+2.3%

0.03%Fee0.07%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026