MFS ETFs: record by period

Record

8 funds with a full year

MFS’s 1-Year Record

7 of 8 Made Money1 lostMFS typical +13.5% · All ETFs +6.9%

Made money · 7

More than 30%0

20–30%0

10–20%5BestMFSV+17.9%

5–10%0

0–5%2

Lost money · 1

0–5%1WorstMFSG0.0%

5–10%0

More than 10%0

MFS ETFs · past-year returns · 8 funds with a full year · as of Nov 4, 2026

MFS’s Returns by Bucket

BucketYTD1YMoney made

International4 funds · $2.0B+8.3%+12.8%$221M

US stocks5 funds · $1.2B+9.7%+11.5%$114M

Bonds & cash4 funds · $990M−0.3%+0.2%$1.8M

MFS ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

MFS’s Best ETFs

YTD

+15.0%BRCE, Active Exchange Traded Funds Trust - MFS Blended Research Core Equity, led MFS

1BRCEActive Exchange Traded Funds Trust - MFS Blended Research Core Equity+15.0%

2MFSVActive Value+13.6%

3MMIDActive Exchange Traded Funds Trust - MFS Active Mid Cap+11.2%

4BRIEActive Exchange Traded Funds Trust - MFS Blended Research International Equity+11.1%

5MFSIActive Exchange Traded Funds Trust - MFS Active International+6.8%

6MFSGActive Exchange Traded Funds Trust - MFS Active Growth+2.2%

7MFSMActive Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond+0.1%

MFS ETFs · year-to-date returns · as of Nov 4, 2026

MFS’s Worst ETFs

YTD

−0.4%MFSB, Active Exchange Traded Funds Trust - MFS Active Core Plus Bond

1MFSBActive Exchange Traded Funds Trust - MFS Active Core Plus Bond−0.4%

MFS ETFs · year-to-date returns · as of Nov 4, 2026

MFS’s ETF Returns

YTD

7–1up · down this year
of 8 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 5 are 2026 launches.

Typical+8.9%

BestBRCE +15.0%

WorstMFSB −0.4%

MFS ETFs · year-to-date returns · as of Nov 4, 2026

Top 8 MFS ETFs

MFSV+17.9%

BRIE+17.3%

BRCE+15.3%

MMID+13.5%

MFSI+10.4%

MFSM+0.6%

MFSB+0.1%

MFSG0.0%

Best first · dashed line = MFS typical +13.5%

MFS ETFs · past-year returns · as of Nov 4, 2026

MFS’s Money Made

$337Mmade by the 8 largest · 100% of $337M

MFS ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

MFS’s Best and Worst ETFs

Best 5 of 8

MFSVActive Value+17.9%

BRIEActive Exchange Traded Funds Trust - MFS Blended Research International Equity+17.3%

BRCEActive Exchange Traded Funds Trust - MFS Blended Research Core Equity+15.3%

MMIDActive Exchange Traded Funds Trust - MFS Active Mid Cap+13.5%

MFSIActive Exchange Traded Funds Trust - MFS Active International+10.4%

Worst 3 of 8

MFSGActive Exchange Traded Funds Trust - MFS Active Growth0.0%

MFSBActive Exchange Traded Funds Trust - MFS Active Core Plus Bond+0.1%

MFSMActive Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond+0.6%

End-of-day Nov 4, 2026 · funds with a full year

MFS’s Record by Bucket

International2 of 2

US stocks3 of 4

Bonds & cash2 of 2

MFS ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

MFS’s Losing ETFs

1fund lost money1 US stock fund

FundCategoryPast year1Y ▲Assets

MFSGActive Exchange Traded Funds Trust - MFS Active GrowthUS stocks0.0%$399M

MFS ETFs · past-year returns · as of Nov 4, 2026 · worst first

MFS’s Newest ETFs

5funds not in the record yet

First 1Y onFunds

Mar 5, 2027BREE

Jun 4, 2027BRSM MIVL

Sep 10, 2027MFSD MFSX

A fund joins Win % and typical return once it has a full year of prices.

MFS ETFs · launched in the past year · as of Nov 4, 2026

MMFS

Record

MFS