MFSB vs VIG

AMFSB

BVIG

Measures won3–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · BND $9,898

Lowest cost0.03%BND · $3 on $10k

Most income4.75%MFSB · $475 on $10k

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

Held in common0.0%MFSB and VIG

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $862MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

4.75%12-mo yield$475 · $146 on $10k1.46%

Cards for this view

MFSB

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

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureMFSBVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield4.75%1.46%

5 years, per year[…]+10.6%

3 years, per year[…]+18.6%

Worst drop · 1Y−4.1%−7.9%

Volatility · 1Y4.0%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
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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