Compare · 3 funds side by side · dividends reinvested

MFSV, IWD and IWF

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,356IWD · best of the three

Story of the three · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the three · RiskSmallest drop

MFSV, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.9B1.3

MFS Active Value ETFUS Stock Styles · Value0.44%1.31%+15.3%+17.6%[…][…]−6.4%10.8%$691M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: MFSV 2024 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Value ETF · $691M[…]

MFSV

IWF

iShares Russell 1000 Growth ETF · $118B$15,505

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

MFSVMeasure

More Ways to See the Pairs

MFSV vs IWF: Top 5 Holdings

Today

MFSV

21.1%in top 5

IWF

in top 538.2%

MFSVStockIWF

not top 5NVDA12.8%

3.2%AAPL8.8%

5.4%MSFT6.1%

5.5%AMZNnot top 5

not top 5GOOGL

Cost, Income and Risk

Fees: MFSV, IWD, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

MFSV0.44%$44

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: MFSV, IWD, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IWF

+15.3%Year to dateJan 1 → Nov 13−2.6%

+17.6%1 yearTotal return−3.9%

[…]3 years · per year$10,000 became […] · $16,699+18.6%

[…]5 years · per year$10,000 became […] · $15,505+9.2%

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

1.31%Trailing 12-mo yield$131 · $38 a year on $10k0.38%

−6.4%Worst dropSmaller is better−14.6%

10.8%VolatilityLower is calmer19.6%

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

5–1MFSV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.4%

not top 5AVGO5.1%

4.0%JPMnot top 5

3.0%XOMnot top 5

Held in common14.2%

End-of-day Nov 13, 2026 · share of each fund

MFSV vs IWF Returns, Every Period

1Y

MFSMFSV

+17.6%

past year

IWFiShares

−3.9%

past year

MFSVIWFFaded: behind in that period

2–0MFSV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

MFSV vs IWD

YTD

MFSMFSV

+15.3%

IWDiShares

+26.5%

+15.3%Year to date+26.5%

−6.4%Worst drop · 1Y−6.8%

10.8%Volatility · 1Y11.7%

1.3%Yield1.3%

$691MAssets$84.9B

2–1MFSV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

MFSV1.31%$131

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

MFSV$131 − $44 = $87

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: MFSV, IWD, IWF

Today

35.1%most shared, MFSV and IWD

MFSVIWDIWF

MFSV—35.1%14.2%

IWD35.1%—18.6%

IWF14.2%18.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.6%IWD, at 11.7% volatility

MFSVWorst drop−6.4%10.8% vol

IWDWorst drop−6.8%11.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IWDMFSV

+26.5%Year to date+15.3%

1.3%Yield1.3%

+28.6%Past year+17.6%

0.18%Fee0.44%

3–0IWD wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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MFSV, IWD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three