Compare · 3 funds side by side · dividends reinvested

MFSV, IWD and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,870IWD · best of the three

02 / 04

MFSV, IWD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.4

MFS Active Value ETFUS Stock Styles · Value0.44%1.29%+16.5%+21.3%[…][…]−6.4%10.3%$692M1.8

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B2.5

Rank among the three1st → 3rdFee, 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: MFSV 2024 · IWD 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $692M[…]

MFSV

IWD

iShares Russell 1000 Value ETF · $85.3B$17,870

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

MFSVMeasureIWD

+16.5%Year to dateJan 1 → Nov 4+27.5%

+21.3%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

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

1.29%Trailing 12-mo yield$129 · $133 a year on $10k1.33%

−6.4%Worst dropSmaller is better−6.8%

10.3%VolatilityLower is calmer11.2%

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

2–4IWD wins

End-of-day Nov 4, 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

20.8%in top 5

IWD

in top 521.9%

MFSVStockIWD

5.2%AMZN5.9%

3.0%AAPL5.8%

5.5%MSFT5.1%

4.0%JPM2.4%

3.1%XOMnot top 5

not top 5BRK-B2.7%

Held in common34.9%

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

MFSV vs IWD Returns, Every Period

MFSMFSV

+21.3%

past year

IWDiShares

+32.0%

past year

MFSVIWDFaded: behind in that period

0–2IWD wins

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

MFSV vs IWD

YTD

MFSMFSV

+16.5%

IWDiShares

+27.5%

+16.5%Year to date+27.5%

−6.4%Worst drop · 1Y−6.8%

10.3%Volatility · 1Y11.2%

1.3%Yield1.3%

$692MAssets$85.3B

2–1MFSV wins

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

Cost, Income and Risk

Fees: MFSV, IWD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWD0.18%$18

MFSV0.44%$44

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

Yields: MFSV, IWD, IJH

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

MFSV1.29%$129

IJH1.21%$121

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IWD$133 − $18 = $115

MFSV$129 − $44 = $85

KeptFee

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

Overlap: MFSV, IWD, IJH

Today

34.9%most shared, MFSV and IWD

MFSVIWDIJH

MFSV—34.9%0.0%

IWD34.9%—6.2%

IJH0.0%6.2%—

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

Return vs Bumpiness: 3 ETFs

+32.0%IWD, at 11.2% volatility

MFSVWorst drop−6.4%10.3% vol

IWDWorst drop−6.8%11.2% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

IWDMFSV

+27.5%Year to date+16.5%

1.3%Yield1.3%

+32.0%Past year+21.3%

0.18%Fee0.44%

3–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026