Compare · 3 funds side by side · dividends reinvested

FXH, MFSV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

FXH, MFSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.34%+12.8%+17.0%[…][…]−6.4%10.7%$678M1.5

First Trust Health Care AlphaDEX FundSectors · Health care0.61%0.54%+20.6%+23.3%+15.2%+2.9%−12.2%16.9%$1.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FXH 2007 · MFSV 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Health Care AlphaDEX Fund · $1.2B$11,534

FXH

MFSV

MFS Active Value ETF · $678M[…]

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

FXHMeasureMFSV

+20.6%Year to dateJan 1 → Nov 6+12.8%

+23.3%1 yearTotal return+17.0%

+15.2%3 years · per year$10,000 became $15,276 · […][…]

+2.9%5 years · per year$10,000 became $11,534 · […][…]

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

0.54%Trailing 12-mo yield$54 · $134 a year on $10k1.34%

−12.2%Worst dropSmaller is better−6.4%

16.9%VolatilityLower is calmer10.7%

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

2–4MFSV wins

End-of-day Nov 6, 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

12.9%in top 5

MFSV

in top 521.0%

FXHStockMFSV

not top 5MSFT5.6%

not top 5AMZN5.4%

not top 5JPM4.0%

not top 5AAPL3.1%

not top 5XOM2.9%

2.7%ZBHnot top 5

2.7%CNCnot top 5

2.6%UHSnot top 5

2.5%HALOnot top 5

2.5%CInot top 5

Held in common10.1%

End-of-day Nov 6, 2026 · share of each fund

FXH vs MFSV Returns, Every Period

First TrustFXH

+23.3%

past year

MFSVMFS

+17.0%

past year

FXHMFSVFaded: behind in that period

2–0FXH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: FXH vs MFSV

YTD

First TrustFXH

+20.6%

MFSVMFS

+12.8%

+20.6%Year to date+12.8%

−12.2%Worst drop · 1Y−6.4%

16.9%Volatility · 1Y10.7%

0.5%Yield1.3%

$1.2BAssets$678M

3–1MFSV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXH, MFSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MFSV0.44%$44

FXH0.61%$61

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FXH, MFSV, VUG

1.34%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.34%$134

FXH0.54%$54

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, MFSV

MFSV$134 − $44 = $90

VUG$42 − $3 = $39

FXH$54 − $61 = −$7

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FXH, MFSV, VUG

Today

15.8%most shared, MFSV and VUG

FXHMFSVVUG

FXH—10.1%3.5%

MFSV10.1%—15.8%

VUG3.5%15.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.3%FXH, at 16.9% volatility

MFSVWorst drop−6.4%10.7% vol

FXHWorst drop−12.2%16.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MFSVFXH

+12.8%Year to date+20.6%

1.3%Yield0.5%

+17.0%Past year+23.3%

0.44%Fee0.61%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026