Compare · 2 funds side by side · dividends reinvested

MFSV and VUG

MFSVMFS×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

MFSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.29%+16.5%+21.3%[…][…]−6.4%10.3%$692M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Value ETF · $692M[…]

MFSV

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

MFSVMeasureVUG

+16.5%Year to dateJan 1 → Nov 4+6.3%

+21.3%1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

1.29%Trailing 12-mo yield$129 · $40 a year on $10k0.40%

−6.4%Worst dropSmaller is better−16.1%

10.3%VolatilityLower is calmer18.2%

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

5–1MFSV 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 VUG: Top 5 Holdings

Today

MFSV

20.8%in top 5

VUG

in top 545.2%

MFSVStockVUG

not top 5NVDA13.5%

3.0%AAPL12.5%

5.5%MSFT9.7%

5.2%AMZNnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

4.0%JPMnot top 5

3.1%XOMnot top 5

Held in common15.5%

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

MFSV vs VUG Returns, Every Period

MFSMFSV

+21.3%

past year

VUGVanguard

+3.4%

past year

MFSVVUGFaded: behind in that period

2–0MFSV wins

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

MFSV vs VUG

YTD

MFSMFSV

+16.5%

VUGVanguard

+6.3%

+16.5%Year to date+6.3%

−6.4%Worst drop · 1Y−16.1%

10.3%Volatility · 1Y18.2%

1.3%Yield0.4%

$692MAssets$233B

4–0MFSV wins

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

Cost, Income and Risk

Fees: MFSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MFSV0.44%$44

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

Yields: MFSV, VUG

1.29%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.29%$129

VUG0.40%$40

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

Income After Fees on $10,000

$85most kept, MFSV

MFSV$129 − $44 = $85

VUG$40 − $3 = $37

KeptFee

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

Overlap: MFSV, VUG

Today

15.5%most shared, MFSV and VUG

MFSVVUG

MFSV—15.5%

VUG15.5%—

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

Return vs Bumpiness: 2 ETFs

+21.3%MFSV, at 10.3% volatility

MFSVWorst drop−6.4%10.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

MFSVVUG

+16.5%Year to date+6.3%

1.3%Yield0.4%

+21.3%Past year+3.4%

0.44%Fee0.03%

3–1MFSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026