MFSM vs SCHD

AMFSM

BSCHD

Measures won3–1MFSM wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · VCIT $10,415

Lowest cost0.03%VCIT · $3 on $10k

Most income5.05%VCIT · $505 on $10k

Smallest drop−4.9%VCIT · worst fall in 1Y

Held in common0.0%MFSM and SCHD

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

[…]3 years · per year[…] · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

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

3.60%12-mo yield$360 · $294 on $10k2.94%

Cards for this view

MFSM

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

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureMFSMSCHD

Fee0.34%0.06%

Cost on $10k a year$34$6

Yield3.60%2.94%

5 years, per year[…]+10.4%

3 years, per year[…]+19.5%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y3.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.05%	−0.7%	−1.4%	−0.6%	+6.2%	+0.8%	−4.9%	$66.6B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.60%	−0.3%	+0.8%	+1.3%	new	new	−6.7%	$129M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.05%	−0.7%	−1.4%	−0.6%	+6.2%	+0.8%	−4.9%	$66.6B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.60%	−0.3%	+0.8%	+1.3%	new	new	−6.7%	$129M

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