Compare · 3 funds side by side · dividends reinvested

MFSX, MUB and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

MFSX, MUB and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.7B1.6

MFS Active Short Muni Bond ETFBonds & Cash · Municipal0.25%0.38%[…][…][…][…][…][…]$28M3.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: MFSX 2026 · MUB 2007 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares National Muni Bond ETF · $54.7B$10,373

MUB

MFSX

MFS Active Short Muni Bond ETF · $28M[…]

$10,000 five years ago, dividends reinvested

MUBMeasureMFSX

+0.1%Year to dateJan 1 → Nov 4[…]

+0.7%1 yearTotal return[…]

+4.4%3 years · per year$10,000 became $11,374 · […][…]

+0.7%5 years · per year$10,000 became $10,373 · […][…]

0.05%Expense ratio$5 · $25 a year on $10k · lower is better0.25%

3.28%Trailing 12-mo yield$328 · $38 a year on $10k0.38%

−6.3%Worst dropSmaller is better[…]

3.7%VolatilityLower is calmer[…]

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

2–0MUB wins

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

More Ways to See the Pairs

MUB vs MFSX: Top 5 Holdings

Today

MUB

[…]in top 5

MFSX

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

MUB vs MFSX Returns, Every Period

iSharesMUB

+0.7%

past year

MFSXMFS

[…]

past year

Returns […]

MUBMFSXFaded: behind in that period

0–0Level

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

Bonds vs Core: MUB vs VOO

YTD

iSharesMUB

+0.1%

VOOVanguard

+13.4%

+0.1%Year to date+13.4%

−6.3%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y12.8%

3.3%Yield1.1%

$54.7BAssets$1.00T

3–1MUB wins

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

Cost, Income and Risk

Fees: MFSX, MUB, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MUB0.05%$5

MFSX0.25%$25

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

Yields: MFSX, MUB, VOO

3.28%highest, MUB

FundTrailing yieldYield$10k

MUB3.28%$328

VOO1.05%$105

MFSX0.38%$38

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

Income After Fees on $10,000

$323most kept, MUB

MUB$328 − $5 = $323

VOO$105 − $3 = $102

MFSX$38 − $25 = $13

KeptFee

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

Overlap: MFSX, MUB, VOO

Today

[…]holdings […]

MFSXMUBVOO

MFSX—[…][…]

MUB[…]—[…]

VOO[…][…]—

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

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

MUBWorst drop−6.3%3.7% vol

VOOWorst drop−8.9%12.8% vol

MFSXWorst drop[…][…]

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

Paid More vs Made More

YTD

MUBVOO

+0.1%Year to date+13.4%

3.3%Yield1.1%

+0.7%Past year+13.5%

0.05%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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