MFSB vs IUSB

AMFSB

BIUSB

Measures won2–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$10,186BNDX · IUSB $10,142

Lowest cost0.06%IUSB · $6 on $10k

Most income4.71%MFSB · $471 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]MFSB and IUSB

MFSB

IUSB

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $810MiShares Core Universal USD Bond ETF · $50.3B

[…]3 years · per year[…] · $11,909+6.0%

[…]5 years · per year[…] · $10,142+0.3%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

4.71%12-mo yield$471 · $433 on $10k4.33%

−4.1%Worst dropSmaller wins−4.3%

3.9%VolatilityLower wins3.9%

2–1MFSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSB · IUSB

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

All Three

5Y3 funds

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.2%	+4.7%	+0.4%	−3.2%	$82.9B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
3	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

All Three

5Y3 funds

#
1	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.2%	+4.7%	+0.4%	−3.2%	$82.9B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.2%	+0.2%	+0.6%	+6.0%	+0.3%	−4.3%	$50.3B
3	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 IUSB

MFSB

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

[…]

IUSB

iShares Core Universal USD Bond

$10,142

MeasureMFSBIUSB

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield4.71%4.33%

5 years, per year[…]+0.3%

3 years, per year[…]+6.0%

Worst drop · 1Y−4.1%−4.3%

Volatility · 1Y3.9%3.9%

2–1measures 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, IUSB, BNDX

Today

[…]holdings […]

MFSBIUSBBNDX

MFSB—[…][…]

IUSB[…]—[…]

BNDX[…][…]—

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

MFSB$471 − $34 = $437

IUSB$433 − $6 = $427

KeptFee

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