Compare · 3 funds side by side · dividends reinvested

MFSV, VIG and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

MFSV, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.34%+12.8%+17.0%[…][…]−6.4%10.7%$678M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: MFSV 2024 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $678M[…]

MFSV

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

MFSVMeasureVIG

+12.8%Year to dateJan 1 → Nov 6+12.1%

+17.0%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.44%Expense ratio$44 · $4 a year on $10k · lower is better0.04%

1.34%Trailing 12-mo yield$134 · $150 a year on $10k1.50%

−6.4%Worst dropSmaller is better−7.9%

10.7%VolatilityLower is calmer10.8%

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

4–2MFSV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSV vs VIG: Top 5 Holdings

Today

MFSV

21.0%in top 5

VIG

in top 522.1%

MFSVStockVIG

5.6%MSFT4.9%

5.4%AMZNnot top 5

3.1%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%JPM3.9%

2.9%XOMnot top 5

Held in common31.3%

End-of-day Nov 6, 2026 · share of each fund

MFSV vs VIG Returns, Every Period

MFSMFSV

+17.0%

past year

VIGVanguard

+14.3%

past year

MFSVVIGFaded: behind in that period

2–0MFSV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MFSV vs VIG

YTD

MFSMFSV

+12.8%

VIGVanguard

+12.1%

+12.8%Year to date+12.1%

−6.4%Worst drop · 1Y−7.9%

10.7%Volatility · 1Y10.8%

1.3%Yield1.5%

$678MAssets$109B

3–1MFSV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSV, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

MFSV0.44%$44

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MFSV, VIG, VUG

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

MFSV1.34%$134

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

MFSV$134 − $44 = $90

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MFSV, VIG, VUG

Today

31.3%most shared, MFSV and VIG

MFSVVIGVUG

MFSV—31.3%15.8%

VIG31.3%—26.4%

VUG15.8%26.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.0%MFSV, at 10.7% volatility

MFSVWorst drop−6.4%10.7% vol

VIGWorst drop−7.9%10.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VIGMFSV

+12.1%Year to date+12.8%

1.5%Yield1.3%

+14.3%Past year+17.0%

0.04%Fee0.44%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026