MFSM vs SUB

AMFSM

BSUB

Measures won1–3SUB wins · of 6 · 5Y

$10,000 · 5Y$10,860SUB · VCIT $10,493

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 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 · $129MiShares Short-Term National Muni Bond ETF · $13.4B

[…]3 years · per year[…] · $11,045+3.4%

[…]5 years · per year[…] · $10,860+1.7%

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

3.59%12-mo yield$359 · $257 on $10k2.57%

−6.7%Worst dropSmaller wins−1.9%

3.7%VolatilityLower wins1.4%

1–3SUB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsMFSM · SUB

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

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.57%	0.0%	+1.6%	+2.5%	+3.4%	+1.7%	−1.9%	$13.4B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.4%	+4.5%	+0.4%	−3.2%	$82.9B
4	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.59%	+0.1%	+1.0%	+1.8%	new	new	−6.7%	$129M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.57%	0.0%	+1.6%	+2.5%	+3.4%	+1.7%	−1.9%	$13.4B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	−0.1%	−0.8%	+0.4%	+6.9%	+1.0%	−4.9%	$66.6B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.64%	+0.1%	+0.8%	+0.4%	+4.5%	+0.4%	−3.2%	$82.9B
4	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.59%	+0.1%	+1.0%	+1.8%	new	new	−6.7%	$129M

End-of-day Nov 6, 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

$10,860

MeasureMFSMSUB

Fee0.34%0.07%

Cost on $10k a year$34$7

Yield3.59%2.57%

5 years, per year[…]+1.7%

3 years, per year[…]+3.4%

Worst drop · 1Y−6.7%−1.9%

Volatility · 1Y3.7%1.4%

3–1measures won
SUB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MFSM, SUB, BNDX, VCIT

Today

[…]holdings […]

MFSMSUBBNDXVCIT

MFSM—[…][…][…]

SUB[…]—[…][…]

BNDX[…][…]—[…]

VCIT[…][…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

BNDX$464 − $7 = $457

MFSM$359 − $34 = $325

SUB$257 − $7 = $250

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee