Compare · 2 funds side by side · dividends reinvested

IWD and MFSV

IWDiShares×MFSVMFS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

IWD and MFSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.3

MFS Active Value ETFUS Stock Styles · Value0.44%1.29%+16.5%+21.3%[…][…]−6.4%10.3%$674M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWD 2000 · MFSV 2024

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,870

IWD

MFSV

MFS Active Value ETF · $674M[…]

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

IWDMeasureMFSV

+27.5%Year to dateJan 1 → Nov 4+16.5%

+32.0%1 yearTotal return+21.3%

+24.5%3 years · per year$10,000 became $19,285 · […][…]

+12.3%5 years · per year$10,000 became $17,870 · […][…]

0.18%Expense ratio$18 · $44 a year on $10k · lower is better0.44%

1.33%Trailing 12-mo yield$133 · $129 a year on $10k1.29%

−6.8%Worst dropSmaller is better−6.4%

11.2%VolatilityLower is calmer10.3%

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

4–2IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs MFSV: Top 5 Holdings

Today

IWD

21.9%in top 5

MFSV

in top 520.8%

IWDStockMFSV

5.9%AMZN5.2%

5.8%AAPL3.0%

5.1%MSFT5.5%

2.4%JPM4.0%

not top 5XOM3.1%

2.7%BRK-Bnot top 5

Held in common34.9%

End-of-day Nov 4, 2026 · share of each fund

IWD vs MFSV Returns, Every Period

iSharesIWD

+32.0%

past year

MFSVMFS

+21.3%

past year

IWDMFSVFaded: behind in that period

2–0IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWD vs MFSV

YTD

iSharesIWD

+27.5%

MFSVMFS

+16.5%

+27.5%Year to date+16.5%

−6.8%Worst drop · 1Y−6.4%

11.2%Volatility · 1Y10.3%

1.3%Yield1.3%

$83.2BAssets$674M

2–1MFSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, MFSV

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

MFSV0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWD, MFSV

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

MFSV1.29%$129

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

MFSV$129 − $44 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWD, MFSV

Today

34.9%most shared, IWD and MFSV

IWDMFSV

IWD—34.9%

MFSV34.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

MFSVWorst drop−6.4%10.3% vol

IWDWorst drop−6.8%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWDMFSV

+27.5%Year to date+16.5%

1.3%Yield1.3%

+32.0%Past year+21.3%

0.18%Fee0.44%

3–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026