MFSB vs VIG

AMFSB

BVIG

Measures won3–1MFSB wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income4.72%MFSB · $472 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%MFSB and VIG

MFSB

VIG

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

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

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

4.72%12-mo yield$472 · $146 on $10k1.46%

−4.1%Worst dropSmaller wins−7.9%

3.9%VolatilityLower wins11.0%

3–1MFSB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMFSB · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
4	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.72%	+0.1%	+0.2%	+0.7%	new	new	−4.1%	$862M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
4	AMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.72%	+0.1%	+0.2%	+0.7%	new	new	−4.1%	$862M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSB vs VIG

MFSB

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

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureMFSBVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield4.72%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−4.1%−7.9%

Volatility · 1Y3.9%11.0%

3–1measures won
MFSB first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MFSB, VIG, SCHD, SGOV

Today

14.5%most shared, VIG and SCHD

MFSBVIGSCHDSGOV

MFSB—0.0%0.0%[…]

VIG0.0%—14.5%[…]

SCHD0.0%14.5%—[…]

SGOV[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$438most kept, MFSB

MFSB$472 − $34 = $438

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee