BCPL vs MFSB

BCPL vs MFSB

Which is better, BCPL or MFSB?

MFSB costs less.

MFSB has a lower expense ratio.

Lower Fees: MFSB

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$327M$614M
Dividend Yield2.85%4.82%
Holdings366470
YTD Return-2.66%-1.56%Best
1Y Return--1.36%
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 2.66% versus a loss of 1.56% 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 2.85% against 4.82% for MFSB.

Holdings Overlap

We hold position weights for 110 holdings in BCPL and 180 in MFSB, totalling 38.1% and 42.2% 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 110 positions we hold weights for in BCPL and 180 in MFSB, against full books of 366 and 470.

Top Shared Holdings

StockWeight in BCPLWeight in MFSBDifference
BXP 5.75 01/15/35Boston Properties L.P. 5.75 2035-01-150.28%0.65%0.37%
FNCL 3 9/11Uniform Mortgage-Backed Security, Tba 3 09/01/2053-0.16%0.93%1.09%
LVS 5.625 06/15/28Las Vegas Sands Corp Sr Unsecured 06/28 5.6250.48%0.17%0.31%
TRGP 6.125 03/15/33Targa Resources Corp Sr Unsecured 03/33 6.1250.12%0.44%0.32%
SNAP 6.875 03/01/33 0.11%0.38%0.27%
BA 5.805 05/01/50Boeing Co 5.805%, Due 05/01/20500.23%0.03%0.20%
ARGENT 3.5 07/09/41Argentine Republic Government International Bond0.07%0.19%0.12%
EDF 6.9 05/23/53 144Electricite De France Sa|6.9|05/23/2053, 6.90%, 05/23/530.17%0.04%0.13%
NRZT 2025-NQM2 A1New Residential Mortgage Loan Nrzt 2025 Nqm2 A1 144A0.19%0.01%0.18%

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 2.85% while MFSB yields 4.82%, so MFSB currently pays the higher dividend yield.

Is MFSB better than BCPL?

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