MFSB vs SPYM

AMFSB

BSPYM

Measures won3–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · SPY $17,358

Lowest cost0.02%SPYM · $2 on $10k

Most income4.75%MFSB · $475 on $10k

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

Held in common0.1%MFSB and SPYM

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $862MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.34%Expense ratio$34 · $2 on $10k · lower wins0.02%

4.75%12-mo yield$475 · $103 on $10k1.03%

Cards for this view

MFSB

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

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureMFSBSPYM

Fee0.34%0.02%

Cost on $10k a year$34$2

Yield4.75%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−4.1%−8.9%

Volatility · 1Y4.0%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.75%	−0.7%	−0.4%	+0.1%	new	new	−4.1%	$862M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.75%	−0.7%	−0.4%	+0.1%	new	new	−4.1%	$862M

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