Compare · 2 funds side by side · dividends reinvested

FXH and MFSV

FXHFirst Trust×MFSVMFS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,783FXH · best of the two

02 / 04

FXH and MFSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.33%+13.6%+17.9%[…][…]−6.4%10.1%$674M1.3

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.53%+21.8%+24.6%+16.0%+3.3%−12.2%15.9%$1.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FXH 2007 · MFSV 2024

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$11,783

FXH

MFSV

MFS Active Value ETF · $674M[…]

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

FXHMeasureMFSV

+21.8%Year to dateJan 1 → Nov 3+13.6%

+24.6%1 yearTotal return+17.9%

+16.0%3 years · per year$10,000 became $15,604 · […][…]

+3.3%5 years · per year$10,000 became $11,783 · […][…]

0.61%Expense ratio$61 · $44 a year on $10k · lower is better0.44%

0.53%Trailing 12-mo yield$53 · $133 a year on $10k1.33%

−12.2%Worst dropSmaller is better−6.4%

15.9%VolatilityLower is calmer10.1%

FXHMFSV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4MFSV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FXH vs MFSV: Top 5 Holdings

Today

FXH

12.6%in top 5

MFSV

in top 520.6%

FXHStockMFSV

not top 5MSFT5.3%

not top 5AMZN5.1%

not top 5JPM4.0%

not top 5XOM3.1%

not top 5AAPL3.1%

2.7%HALOnot top 5

2.5%CAInot top 5

2.5%CNCnot top 5

2.5%CInot top 5

2.4%ZBHnot top 5

Held in common9.8%

End-of-day Nov 3, 2026 · share of each fund

FXH vs MFSV Returns, Every Period

First TrustFXH

+24.6%

past year

MFSVMFS

+17.9%

past year

FXHMFSVFaded: behind in that period

2–0FXH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: FXH vs MFSV

YTD

First TrustFXH

+21.8%

MFSVMFS

+13.6%

+21.8%Year to date+13.6%

−12.2%Worst drop · 1Y−6.4%

15.9%Volatility · 1Y10.1%

0.5%Yield1.3%

$1.2BAssets$674M

3–1MFSV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXH, MFSV

Today

0.44%lowest, MFSV

FundExpense ratioFee$10k

MFSV0.44%$44

FXH0.61%$61

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FXH, MFSV

1.33%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.33%$133

FXH0.53%$53

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$89most kept, MFSV

MFSV$133 − $44 = $89

FXH$53 − $61 = −$8

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FXH, MFSV

Today

9.8%most shared, FXH and MFSV

FXHMFSV

FXH—9.8%

MFSV9.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%FXH, at 15.9% volatility

MFSVWorst drop−6.4%10.1% vol

FXHWorst drop−12.2%15.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MFSVFXH

+13.6%Year to date+21.8%

1.3%Yield0.5%

+17.9%Past year+24.6%

0.44%Fee0.61%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026