IVV vs MFSV

AIVV

BMFSV

Measures won1–3MFSV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.32%MFSV · $132 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common28.1%IVV and MFSV

IVV

MFSV

iShares Core S&P 500 ETF · $875BMFS Active Value ETF · $673M

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

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $44 on $10k · lower wins0.44%

1.11%12-mo yield$111 · $132 on $10k1.32%

−8.9%Worst dropSmaller wins−6.4%

13.8%VolatilityLower wins10.8%

1–3MFSV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · MFSV

6.2%MSFT5.6%

4.0%AMZN5.4%

7.9%AAPL3.1%

1.4%JPM4.0%

Held in common28.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.32%	+1.7%	+14.6%	+19.3%	new	new	−6.4%	$673M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.32%	+1.7%	+14.6%	+19.3%	new	new	−6.4%	$673M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs MFSV

IVV

iShares Core S&P 500

$17,545

MFSV

MFS Active Value

[…]

MeasureIVVMFSV

Fee0.03%0.44%

Cost on $10k a year$3$44

Yield1.11%1.32%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y13.8%10.8%

3–1measures won
MFSV first

28.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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$61.4B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IVV, MFSV, VOO, VUG

Today

92.7%most shared, IVV and VOO

IVVMFSVVOOVUG

IVV—28.1%92.7%55.1%

MFSV28.1%—26.8%15.8%

VOO92.7%26.8%—58.2%

VUG55.1%15.8%58.2%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

MFSV$132 − $44 = $88

VUG$41 − $3 = $38

KeptFee

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