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

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

IWD

MFSV

MFS Active Value ETF · $674M[…]

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

IWDMeasureMFSV

+24.2%Year to dateJan 1 → Nov 3+13.6%

+28.4%1 yearTotal return+17.9%

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

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

0.18%Expense ratio$18 · $44 a year on $10k · lower is better0.44%

1.37%Trailing 12-mo yield$137 · $133 a year on $10k1.33%

−6.8%Worst dropSmaller is better−6.4%

11.0%VolatilityLower is calmer10.1%

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

4–2IWD wins

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

More Ways to See the Pairs

IWD vs MFSV: Top 5 Holdings

Today

IWD

21.8%in top 5

MFSV

in top 520.6%

IWDStockMFSV

6.0%AAPL3.1%

5.6%AMZN5.1%

5.1%MSFT5.3%

2.4%JPM4.0%

not top 5XOM3.1%

2.7%BRK-Bnot top 5

Held in common34.9%

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

IWD vs MFSV Returns, Every Period

iSharesIWD

+28.4%

past year

MFSVMFS

+17.9%

past year

IWDMFSVFaded: behind in that period

2–0IWD wins

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

IWD vs MFSV

YTD

iSharesIWD

+24.2%

MFSVMFS

+13.6%

+24.2%Year to date+13.6%

−6.8%Worst drop · 1Y−6.4%

11.0%Volatility · 1Y10.1%

1.4%Yield1.3%

$83.2BAssets$674M

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