MUB vs MFSX

AMUB

BMFSX

Measures won2–0MUB wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV · MUB $10,414

Lowest cost0.05%MUB · $5 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MUB and MFSX

MUB

MFSX

iShares National Muni Bond ETF · $54.9BMFS Active Short Muni Bond ETF · $28M

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

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

0.05%Expense ratio$5 · $25 on $10k · lower wins0.25%

3.27%12-mo yield$327 · $38 on $10k0.38%

−6.3%Worst dropSmaller wins[…]

3.7%VolatilityLower wins[…]

2–0MUB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMUB · MFSX

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

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	BMFSX	MFS Active Short Muni Bond ETFRead Desk	0.25%	0.38%	+0.1%	new	new	new	new	[…]	$28M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
2	AMUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	BMFSX	MFS Active Short Muni Bond ETFRead Desk	0.25%	0.38%	+0.1%	new	new	new	new	[…]	$28M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MUB vs MFSX

MUB

iShares National Muni Bond

$10,414

MFSX

MFS Active Short Muni Bond

[…]

MeasureMUBMFSX

Fee0.05%0.25%

Cost on $10k a year$5$25

Yield3.27%0.38%

5 years, per year+0.8%[…]

3 years, per year+4.5%[…]

Worst drop · 1Y−6.3%[…]

Volatility · 1Y3.7%[…]

2–0measures won
MUB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MUB, MFSX, SGOV

Today

[…]holdings […]

MUBMFSXSGOV

MUB—[…][…]

MFSX[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

MUB$327 − $5 = $322

MFSX$38 − $25 = $13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee