Compare · 3 funds side by side · dividends reinvested

MFSV, VOO and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

MFSV, VOO and VTI, 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%$673M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: MFSV 2024 · VOO 2010 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $673M[…]

MFSV

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

MFSVMeasureVOO

+12.8%Year to dateJan 1 → Nov 6+8.7%

+17.0%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

1.34%Trailing 12-mo yield$134 · $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 6, 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

21.0%in top 5

VOO

in top 528.3%

MFSVStockVOO

not top 5NVDA8.4%

3.1%AAPL7.4%

5.6%MSFT5.8%

5.4%AMZN3.7%

4.0%JPMnot top 5

not top 5GOOGL3.1%

2.9%XOMnot top 5

Held in common26.8%

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

MFSV vs VOO Returns, Every Period

MFSMFSV

+17.0%

past year

VOOVanguard

+9.8%

past year

MFSVVOOFaded: behind in that period

2–0MFSV wins

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

Stocks vs Core: MFSV vs VOO

YTD

MFSMFSV

+12.8%

VOOVanguard

+8.7%

+12.8%Year to date+8.7%

−6.4%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.5%

1.3%Yield1.1%

$673MAssets$1.00T

4–0MFSV wins

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

Cost, Income and Risk

Fees: MFSV, VOO, VTI

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VTI0.03%$3

MFSV0.44%$44

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

Yields: MFSV, VOO, VTI

1.34%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.34%$134

VOO1.10%$110

VTI1.09%$109

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

VTI$109 − $3 = $106

MFSV$134 − $44 = $90

KeptFee

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

Overlap: MFSV, VOO, VTI

Today

89.0%most shared, VOO and VTI

MFSVVOOVTI

MFSV—26.8%24.5%

VOO26.8%—89.0%

VTI24.5%89.0%—

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

VOOWorst drop−8.9%13.5% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

MFSVVTI

+12.8%Year to date+8.9%

1.3%Yield1.1%

+17.0%Past year+9.9%

0.44%Fee0.03%

3–1MFSV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026