Compare · 2 funds side by side · dividends reinvested

MFSV and QQQ

MFSVMFS×QQQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,068QQQ · best of the two

02 / 04

MFSV and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.32%+14.6%+19.3%[…][…]−6.4%10.8%$673M1.2

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: MFSV 2024 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $673M[…]

MFSV

QQQ

Invesco QQQ Trust, Series 1 · $446B$18,068

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

MFSVMeasureQQQ

+14.6%Year to dateJan 1 → Nov 9+11.0%

+19.3%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $19,011+23.9%

[…]5 years · per year$10,000 became […] · $18,068+12.6%

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

1.32%Trailing 12-mo yield$132 · $46 a year on $10k0.46%

−6.4%Worst dropSmaller is better−14.8%

10.8%VolatilityLower is calmer21.5%

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

5–1MFSV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSV vs QQQ: Top 5 Holdings

Today

MFSV

21.1%in top 5

QQQ

in top 531.4%

MFSVStockQQQ

3.1%AAPL8.5%

not top 5NVDA7.7%

5.6%MSFT6.7%

5.4%AMZN4.8%

4.0%JPMnot top 5

not top 5MU3.7%

2.9%XOMnot top 5

Held in common18.4%

End-of-day Nov 9, 2026 · share of each fund

MFSV vs QQQ Returns, Every Period

MFSMFSV

+19.3%

past year

QQQInvesco

+11.6%

past year

MFSVQQQFaded: behind in that period

2–0MFSV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MFSV vs QQQ

YTD

MFSMFSV

+14.6%

QQQInvesco

+11.0%

+14.6%Year to date+11.0%

−6.4%Worst drop · 1Y−14.8%

10.8%Volatility · 1Y21.5%

1.3%Yield0.5%

$673MAssets$446B

4–0MFSV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSV, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

MFSV0.44%$44

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MFSV, QQQ

1.32%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.32%$132

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$88most kept, MFSV

MFSV$132 − $44 = $88

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MFSV, QQQ

Today

18.4%most shared, MFSV and QQQ

MFSVQQQ

MFSV—18.4%

QQQ18.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.3%MFSV, at 10.8% volatility

MFSVWorst drop−6.4%10.8% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MFSVQQQ

+14.6%Year to date+11.0%

1.3%Yield0.5%

+19.3%Past year+11.6%

0.44%Fee0.18%

3–1MFSV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026