MFSB vs VIG

AMFSB

BVIG

Measures won3–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · MUB $10,403

Lowest cost0.04%VIG · $4 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 · $864MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,811+18.9%

[…]5 years · per year[…] · $16,653+10.7%

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

4.75%12-mo yield$475 · $145 on $10k1.45%

Cards for this view

MFSB

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

[…]

VIG

Vanguard Dividend Appreciation

$16,653

MeasureMFSBVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield4.75%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y−4.1%−7.9%

Volatility · 1Y4.0%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.75%	0.0%	−0.4%	+0.1%	new	new	−4.1%	$864M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
3	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.75%	0.0%	−0.4%	+0.1%	new	new	−4.1%	$864M

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