MFSX vs CGMU

AMFSX

BCGMU

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%MFSX · $25 on $10k

Most income3.42%CGMU · $342 on $10k

Smallest drop−5.6%CGMU · worst fall in 1Y

Held in common[…]MFSX and CGMU

MFSX

CGMU

MFS Active Short Muni Bond ETF · $26MCapital Group Municipal Income ETF · $7.5B

[…]3 years · per year[…] · $11,655+5.2%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $27 on $10k · lower wins0.27%

0.38%12-mo yield$38 · $342 on $10k3.42%

[…]Worst dropSmaller wins−5.6%

[…]VolatilityLower wins3.0%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsMFSX · CGMU

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							5Y/yr
1	AMFSX	MFS Active Short Muni Bond ETFRead Desk		0.25%	0.38%	0.0%	new	new	new	new	[…]	$26M
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

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							5Y/yr
1	AMFSX	MFS Active Short Muni Bond ETFRead Desk		0.25%	0.38%	0.0%	new	new	new	new	[…]	$26M
2	BCGMU	Capital Group Municipal Income ETFRead Desk		0.27%	3.42%	+0.1%	+0.5%	+1.1%	+5.2%	new	−5.6%	$7.5B

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

MFSX vs CGMU

MFSX

MFS Active Short Muni Bond

[…]

CGMU

Capital Group Municipal Income

[…]

MeasureMFSXCGMU

Fee0.25%0.27%

Cost on $10k a year$25$27

Yield0.38%3.42%

5 years, per year[…][…]

3 years, per year[…]+5.2%

Worst drop · 1Y[…]−5.6%

Volatility · 1Y[…]3.0%

1–1measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: MFSX, CGMU

Today

[…]holdings […]

MFSXCGMU

MFSX—[…]

CGMU[…]—

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

Income After Fees on $10,000

$315most kept, CGMU

CGMU$342 − $27 = $315

MFSX$38 − $25 = $13

KeptFee

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