Compare · 3 funds side by side · dividends reinvested

MFSG, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

MFSG, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.6

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFUS Stock Styles · Growth0.49%0.07%−1.3%−2.2%[…][…]−14.4%19.2%$390M3.0

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: MFSG 2024 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MFSG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

MFSGMeasureSPYM

−1.3%Year to dateJan 1 → Nov 6+8.8%

−2.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

0.07%Trailing 12-mo yield$7 · $105 a year on $10k1.05%

−14.4%Worst dropSmaller is better−8.9%

19.2%VolatilityLower is calmer13.6%

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

0–6SPYM 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 SPYM: Top 5 Holdings

Today

MFSG

42.1%in top 5

SPYM

in top 527.8%

MFSGStockSPYM

12.8%NVDA6.9%

10.6%GOOGL2.6%

6.9%AAPL7.9%

7.8%MSFT6.3%

4.0%Vnot top 5

not top 5AMZN4.0%

Held in common42.7%

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

MFSG vs SPYM Returns, Every Period

MFSMFSG

−2.2%

past year

SPYMSPDR

+9.8%

past year

MFSGSPYMFaded: behind in that period

0–2SPYM wins

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

Stocks vs Core: MFSG vs VOO

YTD

MFSMFSG

−1.3%

VOOVanguard

+8.7%

−1.3%Year to date+8.7%

−14.4%Worst drop · 1Y−8.9%

19.2%Volatility · 1Y13.5%

0.1%Yield1.1%

$390MAssets$1.00T

4–0VOO wins

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

Cost, Income and Risk

Fees: MFSG, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

MFSG0.49%$49

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

Yields: MFSG, SPYM, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

SPYM1.05%$105

MFSG0.07%$7

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

MFSG$7 − $49 = −$42

KeptFee

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

Overlap: MFSG, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

MFSGSPYMVOO

MFSG—42.7%45.0%

SPYM42.7%—92.2%

VOO45.0%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% 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

VOOSPYM

+8.7%Year to date+8.8%

1.1%Yield1.1%

+9.8%Past year+9.8%

0.03%Fee0.02%

2–0SPYM 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%

$178BAssets$778B

2–0SPYM 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$853B

0–0level

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