MFSX vs IUSB

AMFSX

BIUSB

Measures won0–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$10,241MUB · IUSB $9,928

Lowest cost0.05%MUB · $5 on $10k

Most income4.40%IUSB · $440 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]MFSX and IUSB

MFS Active Short Muni Bond ETF · $28MiShares Core Universal USD Bond ETF · $48.9B

[…]3 years · per year[…] · $11,426+4.5%

[…]5 years · per year[…] · $9,928−0.1%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

0.38%12-mo yield$38 · $440 on $10k4.40%

Cards for this view

MFSX

MFS Active Short Muni Bond

[…]

IUSB

iShares Core Universal USD Bond

$9,928

MeasureMFSXIUSB

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield0.38%4.40%

5 years, per year[…]−0.1%

3 years, per year[…]+4.5%

Worst drop · 1Y[…]−4.3%

Volatility · 1Y[…]4.0%

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.31%	−0.4%	−0.7%	−0.4%	+3.1%	+0.5%	−6.3%	$54.2B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.40%	−0.2%	−1.3%	−1.2%	+4.5%	−0.1%	−4.3%	$48.9B
3	AMFSX	MFS Active Short Muni Bond ETFRead Desk	0.25%	0.38%	−0.1%	new	new	new	new	[…]	$28M

#
1	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.31%	−0.4%	−0.7%	−0.4%	+3.1%	+0.5%	−6.3%	$54.2B
2	BIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.40%	−0.2%	−1.3%	−1.2%	+4.5%	−0.1%	−4.3%	$48.9B
3	AMFSX	MFS Active Short Muni Bond ETFRead Desk	0.25%	0.38%	−0.1%	new	new	new	new	[…]	$28M

Loading…