Compare · 3 funds side by side · dividends reinvested

MFSG, IUSG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,500IUSG · best of the three

02 / 04

MFSG, IUSG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+5.8%+5.8%+24.5%+10.5%−13.0%19.1%$31.1B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFUS Stock Styles · Growth0.49%0.07%−1.3%−2.2%[…][…]−14.4%19.2%$390M2.8

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: MFSG 2024 · IUSG 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $390M[…]

MFSG

IUSG

iShares Core S&P U.S. Growth ETF · $31.1B$16,500

$10,000 five years ago, dividends reinvested · they hold 52.6% in common

MFSGMeasureIUSG

−1.3%Year to dateJan 1 → Nov 6+5.8%

−2.2%1 yearTotal return+5.8%

[…]3 years · per year$10,000 became […] · $19,299+24.5%

[…]5 years · per year$10,000 became […] · $16,501+10.5%

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

0.07%Trailing 12-mo yield$7 · $52 a year on $10k0.52%

−14.4%Worst dropSmaller is better−13.0%

19.2%VolatilityLower is calmer19.1%

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

0–6IUSG wins

End-of-day Nov 6, 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

42.1%in top 5

IUSG

in top 539.8%

MFSGStockIUSG

12.8%NVDA12.6%

7.8%MSFT11.4%

10.6%GOOGL4.7%

6.9%AAPL7.2%

4.0%Vnot top 5

not top 5AVGO4.0%

Held in common52.6%

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

MFSG vs IUSG Returns, Every Period

MFSMFSG

−2.2%

past year

IUSGiShares

+5.8%

past year

MFSGIUSGFaded: behind in that period

0–2IUSG wins

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

MFSG vs IUSG

YTD

MFSMFSG

−1.3%

IUSGiShares

+5.8%

−1.3%Year to date+5.8%

−14.4%Worst drop · 1Y−13.0%

19.2%Volatility · 1Y19.1%

0.1%Yield0.5%

$390MAssets$31.1B

4–0IUSG wins

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

Cost, Income and Risk

Fees: MFSG, IUSG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSG0.04%$4

MFSG0.49%$49

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

Yields: MFSG, IUSG, VUG

0.52%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.52%$52

VUG0.42%$42

MFSG0.07%$7

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

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

VUG$42 − $3 = $39

MFSG$7 − $49 = −$42

KeptFee

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

Overlap: MFSG, IUSG, VUG

Today

73.3%most shared, IUSG and VUG

MFSGIUSGVUG

MFSG—52.6%54.0%

IUSG52.6%—73.3%

VUG54.0%73.3%—

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

Return vs Bumpiness: 3 ETFs

+5.8%IUSG, at 19.1% volatility

VUGWorst drop−15.1%19.0% vol

IUSGWorst drop−13.0%19.1% vol

MFSGWorst drop−14.4%19.2% vol

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

Paid More vs Made More

YTD

IUSGVUG

+5.8%Year to date+1.4%

0.5%Yield0.4%

+5.8%Past year+0.2%

0.04%Fee0.03%

3–1IUSG wins

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026