MFSI vs FNDF

AMFSI

BFNDF

Measures won1–3FNDF wins · of 6 · 5Y

$10,000 · 5Y$18,637FNDF · IEFA $14,591

Lowest cost0.07%IEFA · $7 on $10k

Most income3.47%IEFA · $347 on $10k

Smallest drop−10.6%FNDF · worst fall in 1Y

Held in common18.2%MFSI and FNDF

MFSI

FNDF

MFS Active Exchange Traded Funds Trust - MFS Active International ETF · $1.3BSchwab Fundamental International Large Company Index ETF · $25.2B

[…]3 years · per year[…] · $18,863+23.6%

[…]5 years · per year[…] · $18,637+13.3%

0.59%Expense ratio$59 · $25 on $10k · lower wins0.25%

0.78%12-mo yield$78 · $310 on $10k3.10%

−11.2%Worst dropSmaller wins−10.6%

15.7%VolatilityLower wins16.6%

1–3FNDF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSI · FNDF

2.6%005930.KS2.4%

1.9%TTE.PA1.8%

2.1%ROP.SW1.0%

2.1%NOVN.SW0.7%

Held in common18.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	3.10%	−0.9%	+17.4%	+24.6%	+23.6%	+13.3%	−10.6%	$25.2B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
3	AMFSI	MFS Active Exchange Traded Funds Trust - MFS Active International ETFRead Desk	0.59%	0.78%	−0.1%	+6.3%	+10.1%	new	new	−11.2%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	3.10%	−0.9%	+17.4%	+24.6%	+23.6%	+13.3%	−10.6%	$25.2B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
3	AMFSI	MFS Active Exchange Traded Funds Trust - MFS Active International ETFRead Desk	0.59%	0.78%	−0.1%	+6.3%	+10.1%	new	new	−11.2%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSI vs FNDF

MFSI

MFS Active Exchange Traded Funds Trust - MFS Active International

[…]

FNDF

Schwab Fundamental International Large Company Index

$18,637

MeasureMFSIFNDF

Fee0.59%0.25%

Cost on $10k a year$59$25

Yield0.78%3.10%

5 years, per year[…]+13.3%

3 years, per year[…]+23.6%

Worst drop · 1Y−11.2%−10.6%

Volatility · 1Y15.7%16.6%

3–1measures won
FNDF first

18.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MFSI, FNDF, IEFA

Today

58.2%most shared, FNDF and IEFA

MFSIFNDFIEFA

MFSI—18.2%18.3%

FNDF18.2%—58.2%

IEFA18.3%58.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

FNDF$310 − $25 = $285

MFSI$78 − $59 = $19

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee