Screener
MFSM vs MEAR
MFS Active Intermediate Muni Bond ETF vs iShares Short Maturity Municipal Bond Active ETF
Key differences
Both MFSM and MEAR are fixed income ETFs. MFSM charges 0.34% a year and MEAR 0.26%. The main difference: MEAR costs 0.08% less per year.
- MEAR costs 0.08% less per year.
- MEAR is much larger than MFSM. Larger funds are usually more liquid and less likely to close.
- MEAR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MFSM | MEAR | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.26% |
| Fund size (AUM) | $99M | $1.4B |
| Since | 2024 | 2015 |
| Dividend yield | 3.56% | 2.86% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.1% | +3.2% |
| CAGR 3Y | N/A | +3.5% |
| CAGR 5Y | N/A | +2.4% |
| Sharpe 3Y | N/A | -0.08 |
| Volatility 1Y | 2.63% | 0.86% |
| Max drawdown | -3.86% | -2.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.