MFSM vs VOO

AMFSM

BVOO

Measures won3–1MFSM wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income3.60%MFSM · $360 on $10k

Smallest drop−6.7%MFSM · worst fall in 1Y

Held in common0.0%MFSM and VOO

MFSM

VOO

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.34%Expense ratio$34 · $3 on $10k · lower wins0.03%

3.60%12-mo yield$360 · $105 on $10k1.05%

−6.7%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins12.8%

3–1MFSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSM · VOO

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

Held in common0.0%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
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 VOO

MFSM

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

[…]

VOO

Vanguard S&P 500

$18,115

MeasureMFSMVOO

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield3.60%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y3.7%12.8%

3–1measures won
MFSM first

0.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

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

Overlap: MFSM, VOO

Today

0.0%most shared, MFSM and VOO

MFSMVOO

MFSM—0.0%

VOO0.0%—

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

VOO$105 − $3 = $102

KeptFee

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