Compare · 3 funds side by side · dividends reinvested

MFSX, VOO and BND

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

MFSX, VOO and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.5

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 6, 2026 · returns include dividends · since: MFSX 2026 · VOO 2010 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,974

BND

MFSX

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

$10,000 five years ago, dividends reinvested

BNDMeasureMFSX

−0.0%Year to dateJan 1 → Nov 6[…]

+0.6%1 yearTotal return[…]

+5.2%3 years · per year$10,000 became $11,637 · […][…]

−0.1%5 years · per year$10,000 became $9,974 · […][…]

0.03%Expense ratio$3 · $25 a year on $10k · lower is better0.25%

4.12%Trailing 12-mo yield$412 · $38 a year on $10k0.38%

−4.5%Worst dropSmaller is better[…]

4.0%VolatilityLower is calmer[…]

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

2–0BND wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs MFSX: Top 5 Holdings

Today

BND

[…]in top 5

MFSX

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BND vs MFSX Returns, Every Period

VanguardBND

+0.6%

past year

MFSXMFS

[…]

past year

Returns […]

BNDMFSXFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BND vs VOO

YTD

VanguardBND

−0.0%

VOOVanguard

+8.7%

−0.0%Year to date+8.7%

−4.5%Worst drop · 1Y−8.9%

4.0%Volatility · 1Y13.5%

4.1%Yield1.1%

$161BAssets$1.00T

3–1BND wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSX, VOO, BND

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BND0.03%$3

MFSX0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MFSX, VOO, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

VOO1.10%$110

MFSX0.38%$38

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

VOO$110 − $3 = $107

MFSX$38 − $25 = $13

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MFSX, VOO, BND

Today

[…]holdings […]

MFSXVOOBND

MFSX—[…][…]

VOO[…]—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

BNDWorst drop−4.5%4.0% vol

VOOWorst drop−8.9%13.5% vol

MFSXWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BNDVOO

−0.0%Year to date+8.7%

4.1%Yield1.1%

+0.6%Past year+9.8%

0.03%Fee0.03%

2–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 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 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026