Compare · 3 funds side by side · dividends reinvested

VOO, MFSB and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

VOO, MFSB and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

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

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFBonds & Cash · Core aggregate0.34%4.72%+0.2%+0.7%[…][…]−4.1%3.9%$862M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: VOO 2010 · MFSB 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

MFSB

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $862M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

VOOMeasureMFSB

+11.3%Year to dateJan 1 → Nov 9+0.2%

+13.6%1 yearTotal return+0.7%

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,543 · […][…]

0.03%Expense ratio$3 · $34 a year on $10k · lower is better0.34%

1.07%Trailing 12-mo yield$107 · $472 a year on $10k4.72%

−8.9%Worst dropSmaller is better−4.1%

13.7%VolatilityLower is calmer3.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs MFSB: Top 5 Holdings

Today

VOO

28.3%in top 5

MFSB

in top 50.5%

VOOStockMFSB

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

not top 5TRGP0.5%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

VOO vs MFSB Returns, Every Period

VanguardVOO

+13.6%

past year

MFSBMFS

+0.7%

past year

VOOMFSBFaded: behind in that period

2–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Bonds: VOO vs MFSB

YTD

VanguardVOO

+11.3%

MFSBMFS

+0.2%

+11.3%Year to date+0.2%

−8.9%Worst drop · 1Y−4.1%

13.7%Volatility · 1Y3.9%

1.1%Yield4.7%

$1.00TAssets$862M

3–1MFSB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VOO, MFSB, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

MFSB0.34%$34

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VOO, MFSB, IVV

4.72%highest, MFSB

FundTrailing yieldYield$10k

MFSB4.72%$472

IVV1.14%$114

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$438most kept, MFSB

MFSB$472 − $34 = $438

IVV$114 − $3 = $111

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VOO, MFSB, IVV

Today

92.2%most shared, VOO and IVV

VOOMFSBIVV

VOO—0.1%92.2%

MFSB0.1%—0.1%

IVV92.2%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

MFSBWorst drop−4.1%3.9% vol

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MFSBVOO

+0.2%Year to date+11.3%

4.7%Yield1.1%

+0.7%Past year+13.6%

0.34%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026