Compare · 3 funds side by side · dividends reinvested

MFSM, VIG and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

MFSM, VIG and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B1.9

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%$129M2.0

Rank among the three1st → 3rdFee, 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 · VIG 2006 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

MFSM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureMFSM

+14.8%Year to dateJan 1 → Nov 9+1.1%

+17.6%1 yearTotal return+1.6%

+18.8%3 years · per year$10,000 became $16,775 · […][…]

+10.7%5 years · per year$10,000 became $16,638 · […][…]

0.04%Expense ratio$4 · $34 a year on $10k · lower is better0.34%

1.46%Trailing 12-mo yield$146 · $359 a year on $10k3.59%

−7.9%Worst dropSmaller is better−6.7%

11.0%VolatilityLower is calmer3.7%

VIGMFSM 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

VIG vs MFSM: Top 5 Holdings

Today

VIG

22.1%in top 5

MFSM

in top 51.1%

VIGStockMFSM

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5MUB0.6%

not top 5VTEB0.5%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VIG vs MFSM Returns, Every Period

VanguardVIG

+17.6%

past year

MFSMMFS

+1.6%

past year

VIGMFSMFaded: behind in that period

2–0VIG wins

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

Income vs Bonds: VIG vs BND

YTD

VanguardVIG

+14.8%

BNDVanguard

+0.0%

+14.8%Year to date+0.0%

−7.9%Worst drop · 1Y−4.5%

11.0%Volatility · 1Y4.0%

1.5%Yield4.1%

$109BAssets$161B

3–1BND wins

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

Cost, Income and Risk

Fees: MFSM, VIG, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

VIG0.04%$4

MFSM0.34%$34

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

Yields: MFSM, VIG, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

MFSM3.59%$359

VIG1.46%$146

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

VIG$146 − $4 = $142

KeptFee

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

Overlap: MFSM, VIG, BND

Today

0.0%most shared, MFSM and VIG

MFSMVIGBND

MFSM—0.0%[…]

VIG0.0%—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

MFSMWorst drop−6.7%3.7% vol

BNDWorst drop−4.5%4.0% vol

VIGWorst drop−7.9%11.0% vol

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

Paid More vs Made More

YTD

BNDVIG

+0.0%Year to date+14.8%

4.1%Yield1.5%

+0.3%Past year+17.6%

0.03%Fee0.04%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026