Compare · 3 funds side by side · dividends reinvested

VUG, MFSV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

VUG, MFSV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

MFS Active Value ETFUS Stock Styles · Value0.44%1.32%+14.6%+19.3%[…][…]−6.4%10.8%$673M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

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: VUG 2004 · MFSV 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

MFSV

MFS Active Value ETF · $673M[…]

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

VUGMeasureMFSV

+4.2%Year to dateJan 1 → Nov 9+14.6%

+4.7%1 yearTotal return+19.3%

+22.9%3 years · per year$10,000 became $18,569 · […][…]

+10.6%5 years · per year$10,000 became $16,565 · […][…]

0.03%Expense ratio$3 · $44 a year on $10k · lower is better0.44%

0.41%Trailing 12-mo yield$41 · $132 a year on $10k1.32%

−15.1%Worst dropSmaller is better−6.4%

19.1%VolatilityLower is calmer10.8%

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

1–5MFSV wins

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

More Ways to See the Pairs

VUG vs MFSV: Top 5 Holdings

Today

VUG

45.2%in top 5

MFSV

in top 521.1%

VUGStockMFSV

13.5%NVDAnot top 5

12.5%AAPL3.1%

9.7%MSFT5.6%

not top 5AMZN5.4%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5JPM4.0%

not top 5XOM2.9%

Held in common15.8%

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

VUG vs MFSV Returns, Every Period

VanguardVUG

+4.7%

past year

MFSVMFS

+19.3%

past year

VUGMFSVFaded: behind in that period

0–2MFSV wins

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

VUG vs MFSV

YTD

VanguardVUG

+4.2%

MFSVMFS

+14.6%

+4.2%Year to date+14.6%

−15.1%Worst drop · 1Y−6.4%

19.1%Volatility · 1Y10.8%

0.4%Yield1.3%

$233BAssets$673M

4–0MFSV wins

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

Cost, Income and Risk

Fees: VUG, MFSV, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

MFSV0.44%$44

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

Yields: VUG, MFSV, IWF

1.32%highest, MFSV

FundTrailing yieldYield$10k

MFSV1.32%$132

VUG0.41%$41

IWF0.38%$38

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

Income After Fees on $10,000

$88most kept, MFSV

MFSV$132 − $44 = $88

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: VUG, MFSV, IWF

Today

78.1%most shared, VUG and IWF

VUGMFSVIWF

VUG—15.8%78.1%

MFSV15.8%—14.1%

IWF78.1%14.1%—

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

Return vs Bumpiness: 3 ETFs

+19.3%MFSV, at 10.8% volatility

MFSVWorst drop−6.4%10.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

MFSVVUG

+14.6%Year to date+4.2%

1.3%Yield0.4%

+19.3%Past year+4.7%

0.44%Fee0.03%

3–1MFSV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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