MFSM vs SCHD

AMFSM

BSCHD

Measures won3–1MFSM wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · MUB $10,432

Lowest cost0.05%MUB · $5 on $10k

Most income3.59%MFSM · $359 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common0.0%MFSM and SCHD

MFSM

SCHD

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.34%Expense ratio$34 · $6 on $10k · lower wins0.06%

3.59%12-mo yield$359 · $296 on $10k2.96%

−6.7%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.8%

3–1MFSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSM · SCHD

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

Held in common0.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.59%	0.0%	+1.1%	+1.6%	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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.26%	+0.1%	+0.7%	+1.1%	+4.1%	+0.8%	−6.3%	$55.1B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.59%	0.0%	+1.1%	+1.6%	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

MFSM vs SCHD

MFSM

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

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureMFSMSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield3.59%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y3.7%11.8%

3–1measures won
MFSM first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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, SCHD, MUB

Today

0.0%most shared, MFSM and SCHD

MFSMSCHDMUB

MFSM—0.0%[…]

SCHD0.0%—[…]

MUB[…][…]—

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

Income After Fees on $10,000

$325most kept, MFSM

MFSM$359 − $34 = $325

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

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