Compare · 3 funds side by side · dividends reinvested

MFSV, VTV and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

MFSV, VTV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

MFS Active Value ETFUS Stock Styles · Value0.44%1.29%+16.5%+21.3%[…][…]−6.4%10.3%$674M2.2

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: MFSV 2024 · VTV 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $674M[…]

MFSV

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 30.1% in common

MFSVMeasureVTV

+16.5%Year to dateJan 1 → Nov 4+22.8%

+21.3%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

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

1.29%Trailing 12-mo yield$129 · $180 a year on $10k1.80%

−6.4%Worst dropSmaller is better−6.4%

10.3%VolatilityLower is calmer10.2%

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

0–5VTV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSV vs VTV: Top 5 Holdings

Today

MFSV

20.8%in top 5

VTV

in top 515.8%

MFSVStockVTV

5.5%MSFTnot top 5

5.2%AMZNnot top 5

not top 5MU4.6%

4.0%JPM3.3%

3.1%XOM2.6%

3.0%AAPLnot top 5

not top 5BRK-B2.9%

not top 5JNJ2.4%

Held in common30.1%

End-of-day Nov 4, 2026 · share of each fund

MFSV vs VTV Returns, Every Period

MFSMFSV

+21.3%

past year

VTVVanguard

+27.5%

past year

MFSVVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MFSV vs VTV

YTD

MFSMFSV

+16.5%

VTVVanguard

+22.8%

+16.5%Year to date+22.8%

−6.4%Worst drop · 1Y−6.4%

10.3%Volatility · 1Y10.2%

1.3%Yield1.8%

$674MAssets$184B

3–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSV, VTV, VOO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

MFSV0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MFSV, VTV, VOO

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

MFSV1.29%$129

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VOO$105 − $3 = $102

MFSV$129 − $44 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MFSV, VTV, VOO

Today

41.1%most shared, VTV and VOO

MFSVVTVVOO

MFSV—30.1%26.5%

VTV30.1%—41.1%

VOO26.5%41.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

MFSVWorst drop−6.4%10.3% vol

VOOWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVMFSV

+22.8%Year to date+16.5%

1.8%Yield1.3%

+27.5%Past year+21.3%

0.03%Fee0.44%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026