MFSD vs NEAR

AMFSD

BNEAR

Measures won0–1NEAR wins · of 6 · 5Y

$10,000 · 5Y$12,145NEAR

Lowest cost0.25%MFSD · $25 on $10k

Most income4.52%NEAR · $452 on $10k

Smallest drop−1.1%NEAR · worst fall in 1Y

Held in common[…]MFSD and NEAR

MFSD

NEAR

MFS Active Short Duration Income ETF · $35MiShares Short Duration Bond Active ETF · $5.3B

[…]3 years · per year[…] · $11,542+4.9%

[…]5 years · per year[…] · $12,145+4.0%

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

0.67%12-mo yield$67 · $452 on $10k4.52%

[…]Worst dropSmaller wins

End-of-day Nov 11, 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
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.52%	0.0%	+1.3%	+2.1%	+4.9%	+4.0%	−1.1%	$5.3B
2	AMFSD	MFS Active Short Duration Income ETFRead Desk		0.25%	0.67%	−0.1%	new	new	new	new	[…]	$35M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BNEAR	iShares Short Duration Bond Active ETFRead Desk		0.25%	4.52%	0.0%	+1.3%	+2.1%	+4.9%	+4.0%	−1.1%	$5.3B
2	AMFSD	MFS Active Short Duration Income ETFRead Desk		0.25%	0.67%	−0.1%	new	new	new	new	[…]	$35M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSD vs NEAR

MFSD

MFS Active Short Duration Income

[…]

NEAR

iShares Short Duration Bond Active

$12,145

MeasureMFSDNEAR

Fee0.25%0.25%

Cost on $10k a year$25$25

Yield0.67%4.52%

5 years, per year[…]+4.0%

3 years, per year[…]+4.9%

Worst drop · 1Y[…]−1.1%

Volatility · 1Y[…]1.4%

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MFSD vs NEAR

Both

Both

$10,000 in MFSD, NEAR

Overlap: MFSD, NEAR

MFSD vs NEAR

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: MFSD, NEAR

Income After Fees on $10,000