MFSB vs SPYM

AMFSB

BSPYM

Measures won3–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VTI $16,543

Lowest cost0.02%SPYM · $2 on $10k

Most income4.78%MFSB · $478 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 · $858MState Street SPDR Portfolio S&P 500 ETF · $186B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

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

4.78%12-mo yield$478 · $102 on $10k1.02%

Cards for this view

MFSB

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

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureMFSBSPYM

Fee0.34%0.02%

Cost on $10k a year$34$2

Yield4.78%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−4.1%−8.9%

Volatility · 1Y4.0%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.78%	−0.5%	−0.9%	−0.7%	new	new	−4.1%	$858M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.78%	−0.5%	−0.9%	−0.7%	new	new	−4.1%	$858M

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