Compare · 2 funds side by side · dividends reinvested

MFSV and VO

MFSVMFS×VOVanguard×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,748VO · best of the two

Story of the two · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the two · RiskSmallest drop

MFSV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.31%+15.3%+17.6%[…][…]−6.4%10.8%$694M1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: MFSV 2024 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MFS Active Value ETF · $694M[…]

MFSV

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

MFSVMeasureVO

+15.3%

More Ways to See the Pairs

MFSV vs VO: Top 5 Holdings

Today

MFSV

21.1%in top 5

VO

in top 55.3%

MFSVStockVO

5.5%AMZNnot top 5

5.4%MSFTnot top 5

4.0%JPMnot top 5

3.2%AAPLnot top 5

3.0%XOMnot top 5

Cost, Income and Risk

Fees: MFSV, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

MFSV0.44%$44

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: MFSV, VO

1Y

1.35%highest, VO

FundTrailing yieldYield

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+14.0%

+17.6%1 yearTotal return+13.7%

[…]3 years · per year$10,000 became […] · $16,641+18.5%

[…]5 years · per year$10,000 became […] · $13,748+6.6%

0.44%Expense ratio$44 · $3 a year on $10k · lower is better0.03%

1.31%Trailing 12-mo yield$131 · $135 a year on $10k1.35%

−6.4%Worst dropSmaller is better−8.2%

10.8%VolatilityLower is calmer13.2%

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

4–2MFSV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common7.6%

End-of-day Nov 13, 2026 · share of each fund

MFSV vs VO Returns, Every Period

1Y

MFSMFSV

+17.6%

past year

VOVanguard

+13.7%

past year

MFSVVOFaded: behind in that period

2–0MFSV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

MFSV vs VO

YTD

MFSMFSV

+15.3%

VOVanguard

+14.0%

+15.3%Year to date+14.0%

−6.4%Worst drop · 1Y−8.2%

10.8%Volatility · 1Y13.2%

1.3%Yield1.3%

$694MAssets$103B

3–0MFSV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

VO1.35%$135

MFSV1.31%$131

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

MFSV$131 − $44 = $87

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: MFSV, VO

Today

7.6%most shared, MFSV and VO

MFSVVO

MFSV—7.6%

VO7.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.6%MFSV, at 10.8% volatility

MFSVWorst drop−6.4%10.8% vol

VOWorst drop−8.2%13.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VOMFSV

+14.0%Year to date+15.3%

1.3%Yield1.3%

+13.7%Past year+17.6%

0.03%Fee0.44%

2–1MFSV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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MFSV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two