Compare · 2 funds side by side · dividends reinvested

MFSG and IUSG

MFSGMFS×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,623IUSG · best of the two

02 / 04

MFSG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.49%+11.1%+9.5%+27.3%+12.0%−13.0%18.2%$32.6B1.0

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFUS Stock Styles · Growth0.49%0.07%+3.1%+0.6%[…][…]−15.2%18.4%$399M2.0

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: MFSG 2024 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $399M[…]

MFSG

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$17,623

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

MFSGMeasureIUSG

+3.1%Year to dateJan 1 → Nov 4+11.1%

+0.6%1 yearTotal return+9.5%

[…]3 years · per year$10,000 became […] · $20,612+27.3%

[…]5 years · per year$10,000 became […] · $17,623+12.0%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

0.07%Trailing 12-mo yield$7 · $49 a year on $10k0.49%

−15.2%Worst dropSmaller is better−13.0%

18.4%VolatilityLower is calmer18.2%

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

0–6IUSG wins

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

More Ways to See the Pairs

MFSG vs IUSG: Top 5 Holdings

Today

MFSG

40.5%in top 5

IUSG

in top 539.6%

MFSGStockIUSG

13.8%NVDA13.6%

7.0%MSFT10.5%

9.6%GOOGL4.5%

6.3%AAPL6.6%

not top 5AVGO4.3%

3.8%Vnot top 5

Held in common52.8%

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

MFSG vs IUSG Returns, Every Period

MFSMFSG

+0.6%

past year

IUSGiShares

+9.5%

past year

MFSGIUSGFaded: behind in that period

0–2IUSG wins

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

MFSG vs IUSG

YTD

MFSMFSG

+3.1%

IUSGiShares

+11.1%

+3.1%Year to date+11.1%

−15.2%Worst drop · 1Y−13.0%

18.4%Volatility · 1Y18.2%

0.1%Yield0.5%

$399MAssets$32.6B

4–0IUSG wins

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

Cost, Income and Risk

Fees: MFSG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

MFSG0.49%$49

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

Yields: MFSG, IUSG

0.49%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.49%$49

MFSG0.07%$7

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

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

MFSG$7 − $49 = −$42

KeptFee

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

Overlap: MFSG, IUSG

Today

52.8%most shared, MFSG and IUSG

MFSGIUSG

MFSG—52.8%

IUSG52.8%—

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

Return vs Bumpiness: 2 ETFs

+9.5%IUSG, at 18.2% volatility

IUSGWorst drop−13.0%18.2% vol

MFSGWorst drop−15.2%18.4% vol

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

Paid More vs Made More

YTD

IUSGMFSG

+11.1%Year to date+3.1%

0.5%Yield0.1%

+9.5%Past year+0.6%

0.04%Fee0.49%

4–0IUSG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026