Compare · 2 funds side by side · dividends reinvested

MFSV and IUSV

MFSVMFS×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 04

MFSV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.3

MFS Active Value ETFUS Stock Styles · Value0.44%1.33%+13.6%+17.9%[…][…]−6.4%10.1%$674M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: MFSV 2024 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $674M[…]

MFSV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 28.2% in common

MFSVMeasureIUSV

+13.6%Year to dateJan 1 → Nov 3+13.8%

+17.9%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

0.44%Expense ratio$44 · $4 a year on $10k · lower is better0.04%

1.33%Trailing 12-mo yield$133 · $164 a year on $10k1.64%

−6.4%Worst dropSmaller is better−6.4%

10.1%VolatilityLower is calmer9.6%

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

1–4IUSV wins

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

More Ways to See the Pairs

MFSV vs IUSV: Top 5 Holdings

Today

MFSV

20.6%in top 5

IUSV

in top 516.8%

MFSVStockIUSV

3.1%AAPL7.8%

5.3%MSFTnot top 5

5.1%AMZN3.4%

4.0%JPMnot top 5

3.1%XOM2.4%

not top 5WMT1.7%

not top 5CVX1.4%

Held in common28.2%

End-of-day Nov 3, 2026 · share of each fund

MFSV vs IUSV Returns, Every Period

MFSMFSV

+17.9%

past year

IUSViShares

+16.1%

past year

MFSVIUSVFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MFSV vs IUSV

YTD

MFSMFSV

+13.6%

IUSViShares

+13.8%

+13.6%Year to date+13.8%

−6.4%Worst drop · 1Y−6.4%

10.1%Volatility · 1Y9.6%

1.3%Yield1.6%

$674MAssets$28.4B

3–0IUSV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

MFSV0.44%$44

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MFSV, IUSV

1.64%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.64%$164

MFSV1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MFSV, IUSV

Today

28.2%most shared, MFSV and IUSV

MFSVIUSV

MFSV—28.2%

IUSV28.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%MFSV, at 10.1% volatility

IUSVWorst drop−6.4%9.6% vol

MFSVWorst drop−6.4%10.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVMFSV

+13.8%Year to date+13.6%

1.6%Yield1.3%

+16.1%Past year+17.9%

0.04%Fee0.44%

3–1IUSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026