IVV vs MFSG

AIVV

BMFSG

Measures won4–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common42.7%IVV and MFSG

IVV

MFSG

iShares Core S&P 500 ETF · $850BMFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $382M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $49 on $10k · lower wins0.49%

1.14%12-mo yield$114 · $7 on $10k0.07%

−8.9%Worst dropSmaller wins−14.4%

13.6%VolatilityLower wins19.2%

4–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · MFSG

6.9%NVDA12.8%

7.9%AAPL6.9%

6.3%MSFT7.8%

4.0%AMZN3.2%

Held in common42.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk	0.49%	0.07%	+1.4%	−1.3%	−2.2%	new	new	−14.4%	$382M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk	0.49%	0.07%	+1.4%	−1.3%	−2.2%	new	new	−14.4%	$382M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs MFSG

IVV

iShares Core S&P 500

$17,177

MFSG

MFS Active Exchange Traded Funds Trust - MFS Active Growth

[…]

MeasureIVVMFSG

Fee0.03%0.49%

Cost on $10k a year$3$49

Yield1.14%0.07%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−14.4%

Volatility · 1Y13.6%19.2%

4–0measures won
IVV first

42.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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$92.8B

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$850B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, MFSG, VTI

Today

85.5%most shared, IVV and VTI

IVVMFSGVTI

IVV—42.7%85.5%

MFSG42.7%—41.5%

VTI85.5%41.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

MFSG$7 − $49 = −$42

KeptFee

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