Compare · 4 funds side by side · dividends reinvested

MFSM, VIG, VCIT and SCHD

MFSMMFS×VIGVanguard×VCITVanguard×SCHDSchwab×

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

02 / 04

MFSM, VIG, VCIT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.3

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.4

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%$129M2.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.5

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 · VIG 2006 · VCIT 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

MFSM

VIG

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

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

MFSMMeasureVIG

+1.1%Year to dateJan 1 → Nov 9+14.8%

+1.6%1 yearTotal return+17.6%

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

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

0.34%Expense ratio$34 · $4 a year on $10k · lower is better0.04%

3.59%Trailing 12-mo yield$359 · $146 a year on $10k1.46%

−6.7%Worst dropSmaller is better−7.9%

3.7%VolatilityLower is calmer11.0%

MFSMVIG 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

MFSM vs VIG: Top 5 Holdings

Today

MFSM

1.1%in top 5

VIG

in top 522.1%

MFSMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common0.0%

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

MFSM vs VIG Returns, Every Period

MFSMFSM

+1.6%

past year

VIGVanguard

+17.6%

past year

MFSMVIGFaded: behind in that period

0–2VIG wins

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

MFSM vs VCIT

YTD

MFSMFSM

+1.1%

VCITVanguard

−0.7%

+1.1%Year to date−0.7%

−6.7%Worst drop · 1Y−4.9%

3.7%Volatility · 1Y4.5%

3.6%Yield5.0%

$129MAssets$66.6B

2–2level

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

Cost, Income and Risk

Fees: MFSM, VIG, VCIT, SCHD

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

VIG0.04%$4

SCHD0.06%$6

MFSM0.34%$34

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

Yields: MFSM, VIG, VCIT, SCHD

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

MFSM3.59%$359

SCHD2.96%$296

VIG1.46%$146

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

MFSM$359 − $34 = $325

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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

Overlap: MFSM, VIG, VCIT, SCHD

Today

14.5%most shared, VIG and SCHD

MFSMVIGVCITSCHD

MFSM—0.0%[…]0.0%

VIG0.0%—[…]14.5%

VCIT[…][…]—[…]

SCHD0.0%14.5%[…]—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

MFSMWorst drop−6.7%3.7% vol

VCITWorst drop−4.9%4.5% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

VCITSCHD

−0.7%Year to date+33.2%

5.0%Yield3.0%

+0.0%Past year+39.1%

0.03%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026