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$17,246IWD · 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%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.3

MFS Active Value ETFUS Stock Styles · Value0.44%1.33%+13.6%+18.1%[…][…]−6.4%10.7%$678M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWD 2000 · MFSV 2024

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $678M[…]

MFSV

IWD

iShares Russell 1000 Value ETF · $83.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 35.2% in common

MFSVMeasureIWD

+13.6%Year to dateJan 1 → Nov 5+24.1%

+18.1%1 yearTotal return+29.3%

[…]3 years · per year$10,000 became […] · $18,611+23.0%

[…]5 years · per year$10,000 became […] · $17,246+11.5%

0.44%Expense ratio$44 · $18 a year on $10k · lower is better0.18%

1.33%Trailing 12-mo yield$133 · $137 a year on $10k1.37%

−6.4%Worst dropSmaller is better−6.8%

10.7%VolatilityLower is calmer11.6%

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

2–4IWD wins

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

More Ways to See the Pairs

MFSV vs IWD: Top 5 Holdings

Today

MFSV

21.1%in top 5

IWD

in top 522.6%

MFSVStockIWD

5.4%AMZN6.1%

3.1%AAPL6.0%

5.7%MSFT5.3%

4.1%JPM2.4%

2.9%XOMnot top 5

not top 5BRK-B2.8%

Held in common35.2%

End-of-day Nov 5, 2026 · share of each fund

MFSV vs IWD Returns, Every Period

MFSMFSV

+18.1%

past year

IWDiShares

+29.3%

past year

MFSVIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MFSV vs IWD

YTD

MFSMFSV

+13.6%

IWDiShares

+24.1%

+13.6%Year to date+24.1%

−6.4%Worst drop · 1Y−6.8%

10.7%Volatility · 1Y11.6%

1.3%Yield1.4%

$678MAssets$83.3B

2–2level

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: IWD, MFSV

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

MFSV1.33%$133

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWD, MFSV

Today

35.2%most shared, IWD and MFSV

IWDMFSV

IWD—35.2%

MFSV35.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

MFSVWorst drop−6.4%10.7% vol

IWDWorst drop−6.8%11.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDMFSV

+24.1%Year to date+13.6%

1.4%Yield1.3%

+29.3%Past year+18.1%

0.18%Fee0.44%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026