IUSB vs MFSM

AIUSB

BMFSM

Measures won3–1IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,510VCIT · IUSB $10,151

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and MFSM

IUSB

MFSM

iShares Core Universal USD Bond ETF · $50.4BMFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M

+5.4%3 years · per year$11,705 · […][…]

+0.3%5 years · per year$10,151 · […][…]

0.06%Expense ratio$6 · $34 on $10k · lower wins0.34%

4.33%12-mo yield$433 · $358 on $10k3.58%

−4.3%Worst dropSmaller wins−6.7%

3.9%VolatilityLower wins3.7%

3–1IUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSB · MFSM

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

Held in common[…]

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 Three

5Y3 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	BMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.58%	+0.2%	+1.2%	+1.7%	new	new	−6.7%	$129M

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

All Three

5Y3 funds

#
1	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.33%	+0.1%	+0.1%	+0.5%	+5.4%	+0.3%	−4.3%	$50.4B
3	BMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.58%	+0.2%	+1.2%	+1.7%	new	new	−6.7%	$129M

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

IUSB vs MFSM

IUSB

iShares Core Universal USD Bond

$10,151

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond

[…]

MeasureIUSBMFSM

Fee0.06%0.34%

Cost on $10k a year$6$34

Yield4.33%3.58%

5 years, per year+0.3%[…]

3 years, per year+5.4%[…]

Worst drop · 1Y−4.3%−6.7%

Volatility · 1Y3.9%3.7%

3–1measures won
IUSB first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MFSM, IUSB, VCIT

Today

[…]holdings […]

MFSMIUSBVCIT

MFSM—[…][…]

IUSB[…]—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

IUSB$433 − $6 = $427

MFSM$358 − $34 = $324

KeptFee

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