Compare · 3 funds side by side · dividends reinvested

MFSB, VTI and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

MFSB, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFBonds & Cash · Core aggregate0.34%4.73%+0.1%+1.0%[…][…]−4.1%3.9%$858M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

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: MFSB 2024 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $858M[…]

MFSB

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

MFSBMeasureVTI

+0.1%Year to dateJan 1 → Nov 6+8.9%

+1.0%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.34%Expense ratio$34 · $3 a year on $10k · lower is better0.03%

4.73%Trailing 12-mo yield$473 · $109 a year on $10k1.09%

−4.1%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSB vs VTI: Top 5 Holdings

Today

MFSB

0.5%in top 5

VTI

in top 525.0%

MFSBStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

0.5%TRGPnot top 5

Held in common0.1%

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

MFSB vs VTI Returns, Every Period

MFSMFSB

+1.0%

past year

VTIVanguard

+9.9%

past year

MFSBVTIFaded: behind in that period

0–2VTI wins

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

Bonds vs Core: MFSB vs IVV

YTD

MFSMFSB

+0.1%

IVViShares

+8.7%

+0.1%Year to date+8.7%

−4.1%Worst drop · 1Y−8.9%

3.9%Volatility · 1Y13.6%

4.7%Yield1.1%

$858MAssets$850B

3–1MFSB wins

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

Cost, Income and Risk

Fees: MFSB, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

MFSB0.34%$34

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

Yields: MFSB, VTI, IVV

4.73%highest, MFSB

FundTrailing yieldYield$10k

MFSB4.73%$473

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$439most kept, MFSB

MFSB$473 − $34 = $439

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: MFSB, VTI, IVV

Today

85.5%most shared, VTI and IVV

MFSBVTIIVV

MFSB—0.1%0.1%

VTI0.1%—85.5%

IVV0.1%85.5%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

MFSBWorst drop−4.1%3.9% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

MFSBVTI

+0.1%Year to date+8.9%

4.7%Yield1.1%

+1.0%Past year+9.9%

0.34%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026