MFSB vs BIV

AMFSB

BBIV

Measures won3–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$10,092BIV

Lowest cost0.03%BIV · $3 on $10k

Most income4.71%MFSB · $471 on $10k

Smallest drop−4.1%MFSB · worst fall in 1Y

Held in common[…]MFSB and BIV

MFSB

BIV

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $810MVanguard Intermediate-Term Bond ETF · $28.1B

[…]3 years · per year[…] · $11,873+5.9%

[…]5 years · per year[…] · $10,092+0.2%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

4.71%12-mo yield$471 · $445 on $10k4.45%

−4.1%Worst dropSmaller wins−5.4%

3.9%VolatilityLower wins4.3%

3–1MFSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSB · BIV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BBIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.45%	+0.3%	−0.7%	−0.2%	+5.9%	+0.2%	−5.4%	$28.1B
2	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.71%	+0.2%	+0.4%	+1.1%	new	new	−4.1%	$810M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.45%	+0.3%	−0.7%	−0.2%	+5.9%	+0.2%	−5.4%	$28.1B
2	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.71%	+0.2%	+0.4%	+1.1%	new	new	−4.1%	$810M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSB vs BIV

MFSB

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond

[…]

BIV

Vanguard Intermediate-Term Bond

$10,092

MeasureMFSBBIV

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield4.71%4.45%

5 years, per year[…]+0.2%

3 years, per year[…]+5.9%

Worst drop · 1Y−4.1%−5.4%

Volatility · 1Y3.9%4.3%

3–1measures won
MFSB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MFSB, BIV

Today

[…]holdings […]

MFSBBIV

MFSB—[…]

BIV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$442most kept, BIV

BIV$445 − $3 = $442

MFSB$471 − $34 = $437

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee