MFSB vs IUSB

AMFSB

BIUSB

Measures won2–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$10,469VCIT · IUSB $10,113

Lowest cost0.03%VCIT · $3 on $10k

Most income5.03%VCIT · $503 on $10k

Smallest drop−4.1%MFSB · 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[…] · $11,881+5.9%

[…]5 years · per year[…] · $10,113+0.2%

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

4.72%12-mo yield$472 · $434 on $10k4.34%

−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 4, 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	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.72%	+0.5%	+0.2%	+0.9%	new	new	−4.1%	$810M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.03%	+0.6%	−0.9%	+0.1%	+7.2%	+0.9%	−4.9%	$66.6B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.34%	+0.5%	0.0%	+0.5%	+5.9%	+0.2%	−4.3%	$50.3B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.72%	+0.5%	+0.2%	+0.9%	new	new	−4.1%	$810M

End-of-day Nov 4, 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

$10,113

MeasureMFSBIUSB

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield4.72%4.34%

5 years, per year[…]+0.2%

3 years, per year[…]+5.9%

Worst drop · 1Y−4.1%−4.3%

Volatility · 1Y3.9%3.9%

2–1measures won
MFSB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: MFSB, IUSB, VCIT

Today

[…]holdings […]

MFSBIUSBVCIT

MFSB—[…][…]

IUSB[…]—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$500most kept, VCIT

VCIT$503 − $3 = $500

MFSB$472 − $34 = $438

IUSB$434 − $6 = $428

KeptFee

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