MFSD vs CGSD

AMFSD

BCGSD

Measures won0–1CGSD wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%MFSD · $25 on $10k

Most income4.41%CGSD · $441 on $10k

Smallest drop−1.3%CGSD · worst fall in 1Y

Held in common[…]MFSD and CGSD

MFSD

CGSD

MFS Active Short Duration Income ETF · $32MCapital Group Short Duration Income ETF · $2.9B

[…]3 years · per year[…] · $11,681+5.3%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $25 on $10k · lower wins0.25%

0.67%12-mo yield$67 · $441 on $10k4.41%

[…]Worst dropSmaller wins−1.3%

[…]VolatilityLower wins1.7%

0–1CGSD wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMFSD · CGSD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AMFSD	MFS Active Short Duration Income ETFRead Desk		0.25%	0.67%	0.0%	new	new	new	new	[…]	$32M
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.41%	+0.2%	+1.6%	+2.6%	+5.3%	new	−1.3%	$2.9B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AMFSD	MFS Active Short Duration Income ETFRead Desk		0.25%	0.67%	0.0%	new	new	new	new	[…]	$32M
2	BCGSD	Capital Group Short Duration Income ETFRead Desk		0.25%	4.41%	+0.2%	+1.6%	+2.6%	+5.3%	new	−1.3%	$2.9B

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

Cards for this view

MFSD vs CGSD

MFSD

MFS Active Short Duration Income

[…]

CGSD

Capital Group Short Duration Income

[…]

MeasureMFSDCGSD

Fee0.25%0.25%

Cost on $10k a year$25$25

Yield0.67%4.41%

5 years, per year[…][…]

3 years, per year[…]+5.3%

Worst drop · 1Y[…]−1.3%

Volatility · 1Y[…]1.7%

1–0measures won
CGSD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MFSD, CGSD

Today

[…]holdings […]

MFSDCGSD

MFSD—[…]

CGSD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$416most kept, CGSD

CGSD$441 − $25 = $416

MFSD$67 − $25 = $42

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee