SCHD vs MFSB

ASCHD

BMFSB

Measures won1–3MFSB wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.75%MFSB · $475 on $10k

Smallest drop−4.1%MFSB · worst fall in 1Y

Held in common0.0%SCHD and MFSB

SCHD

MFSB

Schwab U.S. Dividend Equity ETF · $122BMFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $862M

+19.5%3 years · per year$17,062 · […][…]

+10.4%5 years · per year$16,428 · […][…]

0.06%Expense ratio$6 · $34 on $10k · lower wins0.34%

2.94%12-mo yield$294 · $475 on $10k4.75%

−6.9%

End-of-day Nov 10, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.75%	−0.7%	−0.4%	+0.1%	new	new	−4.1%	$862M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk		0.34%	4.75%	−0.7%	−0.4%	+0.1%	new	new	−4.1%	$862M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs MFSB

SCHD

Schwab U.S. Dividend Equity

$16,428

MFSB

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond

[…]

MeasureSCHDMFSB

Fee0.06%0.34%

Cost on $10k a year$6$34

Yield2.94%4.75%

5 years, per year+10.4%[…]

3 years, per year+19.5%[…]

Worst drop · 1Y−6.9%−4.1%

Volatility · 1Y11.8%

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SCHD vs MFSB

Both

Both

$10,000 in SCHD, MFSB

Overlap: SCHD, MFSB

SCHD vs MFSB

SCHD vs VIG

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Overlap: SCHD, MFSB

Income After Fees on $10,000