Compare · 3 funds side by side · dividends reinvested

MFSV, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

MFSV, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.6

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $692M[…]

MFSV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 10.6% in common

MFSVMeasureSCHD

+16.5%Year to dateJan 1 → Nov 4+35.3%

+21.3%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.44%Expense ratio$44 · $6 a year on $10k · lower is better0.06%

1.29%Trailing 12-mo yield$129 · $291 a year on $10k2.91%

−6.4%Worst dropSmaller is better−6.9%

10.3%VolatilityLower is calmer11.5%

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

2–4SCHD 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 SCHD: Top 5 Holdings

Today

MFSV

21.1%in top 5

SCHD

in top 521.7%

MFSVStockSCHD

5.7%MSFTnot top 5

5.4%AMZNnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%JPMnot top 5

3.1%AAPLnot top 5

2.9%XOMnot top 5

Held in common10.6%

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

MFSV vs SCHD Returns, Every Period

MFSMFSV

+21.3%

past year

SCHDSchwab

+41.6%

past year

MFSVSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: MFSV vs SCHD

YTD

MFSMFSV

+16.5%

SCHDSchwab

+35.3%

+16.5%Year to date+35.3%

−6.4%Worst drop · 1Y−6.9%

10.3%Volatility · 1Y11.5%

1.3%Yield2.9%

$692MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: MFSV, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

MFSV0.44%$44

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

Yields: MFSV, SCHD, VUG

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

MFSV1.29%$129

VUG0.40%$40

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

MFSV$129 − $44 = $85

VUG$40 − $3 = $37

KeptFee

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

Overlap: MFSV, SCHD, VUG

Today

15.8%most shared, MFSV and VUG

MFSVSCHDVUG

MFSV—10.6%15.8%

SCHD10.6%—0.8%

VUG15.8%0.8%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

MFSVWorst drop−6.4%10.3% vol

SCHDWorst drop−6.9%11.5% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

SCHDMFSV

+35.3%Year to date+16.5%

2.9%Yield1.3%

+41.6%Past year+21.3%

0.06%Fee0.44%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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