MFSM vs VIG

AMFSM

BVIG

Measures won3–1MFSM wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VCIT $10,510

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

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

Held in common0.0%MFSM and VIG

MFSM

VIG

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

3.59%12-mo yield$359 · $146 on $10k1.46%

−6.7%Worst dropSmaller wins−7.9%

3.7%VolatilityLower wins11.0%

3–1MFSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSM · VIG

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
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 VIG

MFSM

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

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureMFSMVIG

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield3.59%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−6.7%−7.9%

Volatility · 1Y3.7%11.0%

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

Overlap: MFSM, VIG, VCIT

Today

0.0%most shared, MFSM and VIG

MFSMVIGVCIT

MFSM—0.0%[…]

VIG0.0%—[…]

VCIT[…][…]—

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

MFSM$359 − $34 = $325

VIG$146 − $4 = $142

KeptFee

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