Compare · 2 funds side by side · dividends reinvested

MFSV and VOO

MFSVMFS×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

MFSV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.33%+13.6%+17.9%[…][…]−6.4%10.1%$674M1.2

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: MFSV 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $674M[…]

MFSV

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

MFSVMeasureVOO

+13.6%Year to dateJan 1 → Nov 3+11.5%

+17.9%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

1.33%Trailing 12-mo yield$133 · $107 a year on $10k1.07%

−6.4%Worst dropSmaller is better−8.9%

10.1%VolatilityLower is calmer12.7%

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

5–1MFSV wins

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

More Ways to See the Pairs

MFSV vs VOO: Top 5 Holdings

Today

MFSV

20.6%in top 5

VOO

in top 528.3%

MFSVStockVOO

not top 5NVDA8.4%

3.1%AAPL7.4%

5.3%MSFT5.8%

5.1%AMZN3.7%

4.0%JPMnot top 5

3.1%XOMnot top 5

not top 5GOOGL3.1%

Held in common26.4%

End-of-day Nov 3, 2026 · share of each fund

MFSV vs VOO Returns, Every Period

MFSMFSV

+17.9%

past year

VOOVanguard

+11.9%

past year

MFSVVOOFaded: behind in that period

2–0MFSV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MFSV vs VOO

YTD

MFSMFSV

+13.6%

VOOVanguard

+11.5%

+13.6%Year to date+11.5%

−6.4%Worst drop · 1Y−8.9%

10.1%Volatility · 1Y12.7%

1.3%Yield1.1%

$674MAssets$1.00T

4–0MFSV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MFSV0.44%$44

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MFSV, VOO

1.33%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.33%$133

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MFSV, VOO

Today

26.4%most shared, MFSV and VOO

MFSVVOO

MFSV—26.4%

VOO26.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%MFSV, at 10.1% volatility

MFSVWorst drop−6.4%10.1% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MFSVVOO

+13.6%Year to date+11.5%

1.3%Yield1.1%

+17.9%Past year+11.9%

0.44%Fee0.03%

3–1MFSV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026