MUB vs MFSM

AMUB

BMFSM

Measures won2–1MUB wins · of 6 · 5Y

$10,000 · 5Y$10,414MUB

Lowest cost0.05%MUB · $5 on $10k

Most income3.59%MFSM · $359 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]MUB and MFSM

MUB

MFSM

iShares National Muni Bond ETF · $55.0BMFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M

+4.5%3 years · per year$11,418 · […][…]

+0.8%5 years · per year$10,414 · […][…]

0.05%Expense ratio$5 · $34 on $10k · lower wins0.34%

3.27%12-mo yield$327 · $359 on $10k3.59%

−6.3%Worst dropSmaller wins−6.7%

3.7%VolatilityLower wins3.7%

2–1MUB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMUB · MFSM

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

Both

5Y2 funds

#			Trend
1	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
2	BMFSM	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

Both

5Y2 funds

#			Trend
1	AMUB	iShares National Muni Bond ETFRead Desk		0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$55.0B
2	BMFSM	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

MUB vs MFSM

MUB

iShares National Muni Bond

$10,414

MFSM

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

[…]

MeasureMUBMFSM

Fee0.05%0.34%

Cost on $10k a year$5$34

Yield3.27%3.59%

5 years, per year+0.8%[…]

3 years, per year+4.5%[…]

Worst drop · 1Y−6.3%−6.7%

Volatility · 1Y3.7%3.7%

2–1measures won
MUB 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MUB, MFSM

Today

[…]holdings […]

MUBMFSM

MUB—[…]

MFSM[…]—

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

Income After Fees on $10,000

$325most kept, MFSM

MFSM$359 − $34 = $325

MUB$327 − $5 = $322

KeptFee

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