MFSM vs SUB

AMFSM

BSUB

Measures won1–3SUB wins · of 6 · 5Y

$10,000 · 5Y$10,841SUB

Lowest cost0.07%SUB · $7 on $10k

Most income3.60%MFSM · $360 on $10k

Smallest drop−1.9%SUB · worst fall in 1Y

Held in common[…]MFSM and SUB

MFSM

SUB

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126MiShares Short-Term National Muni Bond ETF · $13.3B

[…]3 years · per year[…] · $11,044+3.4%

[…]5 years · per year[…] · $10,841+1.6%

0.34%Expense ratio$34 · $7 on $10k · lower wins0.07%

3.60%12-mo yield$360 · $257 on $10k2.57%

−6.7%Worst dropSmaller wins−1.9%

3.7%VolatilityLower wins1.4%

1–3SUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSM · SUB

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

Both

5Y2 funds

#			Trend
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	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

Both

5Y2 funds

#			Trend
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk		0.07%	2.57%	0.0%	+1.5%	+2.3%	+3.4%	+1.6%	−1.9%	$13.3B
2	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 SUB

MFSM

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

[…]

SUB

iShares Short-Term National Muni Bond

$10,841

MeasureMFSMSUB

Fee0.34%0.07%

Cost on $10k a year$34$7

Yield3.60%2.57%

5 years, per year[…]+1.6%

3 years, per year[…]+3.4%

Worst drop · 1Y−6.7%−1.9%

Volatility · 1Y3.7%1.4%

3–1measures won
SUB first

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFSM, SUB

Today

[…]holdings […]

MFSMSUB

MFSM—[…]

SUB[…]—

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

Income After Fees on $10,000

$326most kept, MFSM

MFSM$360 − $34 = $326

SUB$257 − $7 = $250

KeptFee

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