MFSM vs VTEB

AMFSM

BVTEB

Measures won1–3VTEB wins · of 6 · 5Y

$10,000 · 5Y$10,373VTEB

Lowest cost0.03%VTEB · $3 on $10k

Most income3.60%MFSM · $360 on $10k

Smallest drop−6.6%VTEB · worst fall in 1Y

Held in common[…]MFSM and VTEB

MFSM

VTEB

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $126MVanguard Tax-Exempt Bond ETF · $49.6B

[…]3 years · per year[…] · $11,431+4.6%

[…]5 years · per year[…] · $10,373+0.7%

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

3.60%12-mo yield$360 · $348 on $10k3.48%

−6.7%Worst dropSmaller wins−6.6%

3.7%VolatilityLower wins3.6%

1–3VTEB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSM · VTEB

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	BVTEB	Vanguard Tax-Exempt Bond ETFRead Desk		0.03%	3.48%	+0.4%	+0.2%	+0.7%	+4.6%	+0.7%	−6.6%	$49.6B
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	BVTEB	Vanguard Tax-Exempt Bond ETFRead Desk		0.03%	3.48%	+0.4%	+0.2%	+0.7%	+4.6%	+0.7%	−6.6%	$49.6B
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 VTEB

MFSM

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

[…]

VTEB

Vanguard Tax-Exempt Bond

$10,373

MeasureMFSMVTEB

Fee0.34%0.03%

Cost on $10k a year$34$3

Yield3.60%3.48%

5 years, per year[…]+0.7%

3 years, per year[…]+4.6%

Worst drop · 1Y−6.7%−6.6%

Volatility · 1Y3.7%3.6%

3–1measures won
VTEB 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFSM, VTEB

Today

[…]holdings […]

MFSMVTEB

MFSM—[…]

VTEB[…]—

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

Income After Fees on $10,000

$345most kept, VTEB

VTEB$348 − $3 = $345

MFSM$360 − $34 = $326

KeptFee

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