Compare · 3 funds side by side · dividends reinvested

MFSV, VOO and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

MFSV, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.33%+13.6%+18.1%[…][…]−6.4%10.7%$692M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: MFSV 2024 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $692M[…]

MFSV

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

MFSVMeasureVOO

+13.6%Year to dateJan 1 → Nov 5+8.4%

+18.1%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

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

1.33%Trailing 12-mo yield$133 · $110 a year on $10k1.10%

−6.4%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.5%

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

5–1MFSV wins

End-of-day Nov 5, 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

21.1%in top 5

VOO

in top 528.3%

MFSVStockVOO

not top 5NVDA8.4%

3.1%AAPL7.4%

5.7%MSFT5.8%

5.4%AMZN3.7%

4.1%JPMnot top 5

not top 5GOOGL3.1%

2.9%XOMnot top 5

Held in common26.8%

End-of-day Nov 5, 2026 · share of each fund

MFSV vs VOO Returns, Every Period

MFSMFSV

+18.1%

past year

VOOVanguard

+9.8%

past year

MFSVVOOFaded: behind in that period

2–0MFSV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: MFSV vs IVV

YTD

MFSMFSV

+13.6%

IVViShares

+8.4%

+13.6%Year to date+8.4%

−6.4%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

1.3%Yield1.1%

$692MAssets$887B

4–0MFSV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSV, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MFSV0.44%$44

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MFSV, VOO, IVV

1.33%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.33%$133

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MFSV, VOO, IVV

Today

93.5%most shared, VOO and IVV

MFSVVOOIVV

MFSV—26.8%28.0%

VOO26.8%—93.5%

IVV28.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.1%MFSV, at 10.7% volatility

MFSVWorst drop−6.4%10.7% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MFSVVOO

+13.6%Year to date+8.4%

1.3%Yield1.1%

+18.1%Past year+9.8%

0.44%Fee0.03%

3–1MFSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026