Compare · 2 funds side by side · dividends reinvested

MFSV and IWD

MFSVMFS×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

MFSV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.3

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 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $674M[…]

MFSV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

MFSVMeasureIWD

+13.6%Year to dateJan 1 → Nov 3+24.2%

+17.9%1 yearTotal return+28.4%

[…]3 years · per year$10,000 became […] · $18,980+23.8%

[…]5 years · per year$10,000 became […] · $17,178+11.4%

0.44%Expense ratio$44 · $18 a year on $10k · lower is better0.18%

1.33%Trailing 12-mo yield$133 · $137 a year on $10k1.37%

−6.4%Worst dropSmaller is better−6.8%

10.1%VolatilityLower is calmer11.0%

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

2–4IWD 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 IWD: Top 5 Holdings

Today

MFSV

20.6%in top 5

IWD

in top 521.8%

MFSVStockIWD

3.1%AAPL6.0%

5.1%AMZN5.6%

5.3%MSFT5.1%

4.0%JPM2.4%

3.1%XOMnot top 5

not top 5BRK-B2.7%

Held in common34.9%

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

MFSV vs IWD Returns, Every Period

MFSMFSV

+17.9%

past year

IWDiShares

+28.4%

past year

MFSVIWDFaded: behind in that period

0–2IWD wins

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

MFSV vs IWD

YTD

MFSMFSV

+13.6%

IWDiShares

+24.2%

+13.6%Year to date+24.2%

−6.4%Worst drop · 1Y−6.8%

10.1%Volatility · 1Y11.0%

1.3%Yield1.4%

$674MAssets$83.2B

2–2level

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

Cost, Income and Risk

Fees: MFSV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

MFSV0.44%$44

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

Yields: MFSV, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

MFSV1.33%$133

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

MFSV$133 − $44 = $89

KeptFee

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

Overlap: MFSV, IWD

Today

34.9%most shared, MFSV and IWD

MFSVIWD

MFSV—34.9%

IWD34.9%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

MFSVWorst drop−6.4%10.1% vol

IWDWorst drop−6.8%11.0% vol

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

Paid More vs Made More

YTD

IWDMFSV

+24.2%Year to date+13.6%

1.4%Yield1.3%

+28.4%Past year+17.9%

0.18%Fee0.44%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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