Compare · 3 funds side by side · dividends reinvested

MFSV, VTI and IVV

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

02 / 04

MFSV, VTI and IVV, 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%$678M1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

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 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $678M[…]

MFSV

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 24.5% in common

MFSVMeasureVTI

+12.8%Year to dateJan 1 → Nov 6+8.9%

+17.0%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

1.34%Trailing 12-mo yield$134 · $109 a year on $10k1.09%

−6.4%Worst dropSmaller is better−8.9%

10.7%VolatilityLower is calmer13.7%

MFSVVTI 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 VTI: Top 5 Holdings

Today

MFSV

21.0%in top 5

VTI

in top 525.0%

MFSVStockVTI

not top 5NVDA7.1%

3.1%AAPL6.6%

5.6%MSFT5.2%

5.4%AMZN3.3%

4.0%JPMnot top 5

2.9%XOMnot top 5

not top 5GOOGL2.8%

Held in common24.5%

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

MFSV vs VTI Returns, Every Period

MFSMFSV

+17.0%

past year

VTIVanguard

+9.9%

past year

MFSVVTIFaded: 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 IVV

YTD

MFSMFSV

+12.8%

IVViShares

+8.7%

+12.8%Year to date+8.7%

−6.4%Worst drop · 1Y−8.9%

10.7%Volatility · 1Y13.6%

1.3%Yield1.1%

$678MAssets$853B

4–0MFSV wins

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

Cost, Income and Risk

Fees: MFSV, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

MFSV0.44%$44

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

Yields: MFSV, VTI, IVV

1.34%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.34%$134

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

MFSV$134 − $44 = $90

KeptFee

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

Overlap: MFSV, VTI, IVV

Today

85.5%most shared, VTI and IVV

MFSVVTIIVV

MFSV—24.5%28.3%

VTI24.5%—85.5%

IVV28.3%85.5%—

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

IVVWorst drop−8.9%13.6% 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%

$182BAssets$819B

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