MFSM vs MUB

AMFSM

BMUB

Measures won1–2MUB wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · MUB $10,373

Lowest cost0.05%MUB · $5 on $10k

Most income3.63%SGOV · $363 on $10k

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

Held in common[…]MFSM and MUB

MFSM

MUB

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126MiShares National Muni Bond ETF · $54.7B

[…]3 years · per year[…] · $11,374+4.4%

[…]5 years · per year[…] · $10,373+0.7%

0.34%Expense ratio$34 · $5 on $10k · lower wins0.05%

3.60%12-mo yield$360 · $328 on $10k3.28%

−6.7%Worst dropSmaller wins−6.3%

3.7%VolatilityLower wins3.7%

1–2MUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSM · MUB

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

Held in common[…]

End-of-day Nov 4, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.60%	+0.5%	+0.5%	+1.3%	new	new	−6.7%	$126M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	BMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	+0.4%	+0.1%	+0.7%	+4.4%	+0.7%	−6.3%	$54.7B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.60%	+0.5%	+0.5%	+1.3%	new	new	−6.7%	$126M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSM vs MUB

MFSM

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

[…]

MUB

iShares National Muni Bond

$10,373

MeasureMFSMMUB

Fee0.34%0.05%

Cost on $10k a year$34$5

Yield3.60%3.28%

5 years, per year[…]+0.7%

3 years, per year[…]+4.4%

Worst drop · 1Y−6.7%−6.3%

Volatility · 1Y3.7%3.7%

2–1measures won
MUB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MFSM, MUB, SGOV

Today

[…]holdings […]

MFSMMUBSGOV

MFSM—[…][…]

MUB[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

MFSM$360 − $34 = $326

MUB$328 − $5 = $323

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee