Compare · 3 funds side by side · dividends reinvested

MFSV, VLUE and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,325VLUE · best of the three

Story of the three · IncomeMost incomeVLUE · 1.65% · $165 a year on $10k

Story of the three · RiskSmallest drop

MFSV, VLUE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.65%+38.4%+46.1%+29.9%+15.2%−11.0%21.5%$9.1B1.4

MFS Active Value ETFUS Stock Styles · Value0.44%1.31%+15.1%+19.0%[…][…]−6.4%10.8%$673M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$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 10, 2026 · returns include dividends · since: MFSV 2024 · VLUE 2013 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Value ETF · $673M[…]

MFSV

VLUE

iShares MSCI USA Value Factor ETF · $9.1B$20,325

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

MFSVMeasure

More Ways to See the Pairs

MFSV vs VLUE: Top 5 Holdings

Today

MFSV

21.1%in top 5

VLUE

in top 531.1%

MFSVStockVLUE

not top 5MU17.4%

5.6%MSFTnot top 5

5.4%AMZNnot top 5

not top 5GM4.1%

not top 5CSCO4.1%

Cost, Income and Risk

Fees: MFSV, VLUE, IWF

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

IWF0.18%$18

MFSV0.44%$44

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

Yields: MFSV, VLUE, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VLUE

+15.1%Year to dateJan 1 → Nov 10+38.4%

+19.0%1 yearTotal return+46.1%

[…]3 years · per year$10,000 became […] · $21,933+29.9%

[…]5 years · per year$10,000 became […] · $20,325+15.2%

0.44%Expense ratio$44 · $15 a year on $10k · lower is better0.15%

1.31%Trailing 12-mo yield$131 · $165 a year on $10k1.65%

−6.4%Worst dropSmaller is better−11.0%

10.8%VolatilityLower is calmer21.5%

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

2–4VLUE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%JPMnot top 5

3.1%AAPLnot top 5

not top 5VZ3.0%

2.8%XOMnot top 5

not top 5T2.5%

Held in common8.9%

End-of-day Nov 10, 2026 · share of each fund

MFSV vs VLUE Returns, Every Period

1Y

MFSMFSV

+19.0%

past year

VLUEiShares

+46.1%

past year

MFSVVLUEFaded: behind in that period

0–2VLUE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MFSV vs VLUE

YTD

MFSMFSV

+15.1%

VLUEiShares

+38.4%

+15.1%Year to date+38.4%

−6.4%Worst drop · 1Y−11.0%

10.8%Volatility · 1Y21.5%

1.3%Yield1.7%

$673MAssets$9.1B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.65%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.65%$165

MFSV1.31%$131

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$150most kept, VLUE

VLUE$165 − $15 = $150

MFSV$131 − $44 = $87

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MFSV, VLUE, IWF

Today

14.2%most shared, MFSV and IWF

MFSVVLUEIWF

MFSV—8.9%14.2%

VLUE8.9%—3.7%

IWF14.2%3.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+46.1%VLUE, at 21.5% volatility

MFSVWorst drop−6.4%10.8% vol

IWFWorst drop−14.6%19.5% vol

VLUEWorst drop−11.0%21.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VLUEMFSV

+38.4%Year to date+15.1%

1.7%Yield1.3%

+46.1%Past year+19.0%

0.15%Fee0.44%

4–0VLUE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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MFSV, VLUE and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three