BCPL vs MFSB

BCPL vs MFSB

Which is better, BCPL or MFSB?

BCPL has been ahead.

MFSB has a lower expense ratio. BCPL led over 1Y.

Lower Fees: MFSBHigher Returns (1Y): BCPL

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBCPLMFSB
Expense Ratio0.40%0.34%Best
AUM$374M$876M
Dividend Yield3.20%4.75%
Holdings778964
YTD Return-2.07%-0.98%Best
1Y Return--0.48%
Fund FamilyBNY Mellon Investment ManagementMFS Investment Management
CategoryFixed IncomeFixed Income
StyleInvestment Grade BondInvestment Grade Bond
InceptionJan 12, 2026Dec 5, 2024

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BCPL vs MFSB growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BCPL against instead:BCPL vs SPYBCPL vs QQQBCPL vs VOOBCPL vs VTIMFSB against:MFSB vs VXUS

BCPL vs MFSB Performance

BNY Mellon Core Plus ETF (BCPL) is an ETF from BNY Mellon Investment Management and MFS Active Core Plus Bond ETF (MFSB) is an ETF from MFS Investment Management. Year to date, BCPL is down 2.07% versus a loss of 0.98% for MFSB.

Past performance does not guarantee future results.

Fees and Cost Over Time

BCPL charges 0.40% per year while MFSB charges 0.34%. On a $10,000 position that is $40 vs $34 annually, a gap of $6 per year that compounds over a long holding period. On income, BCPL currently yields 3.20% against 4.75% for MFSB.

Holdings Overlap

We hold position weights for 135 holdings in BCPL and 175 in MFSB, totalling 38.6% and 34.9% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 9 positions appear in both.

9 positions in common, counted across the 135 positions we hold weights for in BCPL and 175 in MFSB, against full books of 778 and 964.

Top Shared Holdings

StockWeight in BCPLWeight in MFSBDifference
BXP 5.75 01/15/35Boston Properties Lp 5.75% Jan 15, 20350.26%0.71%0.45%
TRGP 6.125 03/15/33Targa Resources Corp 6.13 03/15/20330.10%0.46%0.36%
SNAP 6.875 03/01/33 0.10%0.36%0.26%
LVS 5.625 06/15/28Las Vegas Sands Corp 5.63 06/15/20280.20%0.17%0.03%
NIPLIF V6.5 04/30/55Nippon Life Insurance Subordinated 144A 04/55 Var 6.5 205504300.18%0.07%0.11%
BA 5.805 05/01/50Boeing Co/The 5.81 05/01/20500.20%0.02%0.18%
ARGENT 3.5 07/09/41Republic Of Argentina S/Up 07/09/410.06%0.14%0.08%
NRZT 2025-NQM2 A1New Residential Mortgage Loan Nrzt 2025 Nqm2 A1 144A0.17%0.01%0.16%
EDF 6.9 05/23/53 144Electricite De France Sa|6.9|05/23/2053, 6.90%, 05/23/530.14%0.02%0.12%

You are not choosing between two funds in isolation.

Whichever of BCPL and MFSB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCPLMFSB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCPL or MFSB?

BCPL has an expense ratio of 0.40% while MFSB charges 0.34%. MFSB is the cheaper option, by $6 a year on a $10,000 investment.

Which pays a higher dividend, BCPL or MFSB?

BCPL yields 3.20% while MFSB yields 4.75%, so MFSB currently pays the higher dividend yield.

Is MFSB better than BCPL?

MFSB has a lower expense ratio. BCPL led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.