IVV vs MFSV5YIVVIVVAvsBMFSVMFSViShares Core S&P 500 ETF · $875BMFS Active Value ETF · $673MReturns · dividends in+21.5%3 years · per year$17,934 · […][…]+11.7%5 years · per year$17,414 · […][…]Cost and income0.03%Expense ratio$3 · $44 on $10k · lower wins0.44%1.11%12-mo yield$111 · $131 on $10k1.31%
Overlap: IVV, MFSV, VUGToday55.3%most shared, IVV and VUGIVVMFSVVUGIVV—28.1%55.3%MFSV28.1%—15.8%VUG55.3%15.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IVV vs MFSV5YAIVViShares Core S&P 500$17,414vsMFSVBMFS Active Value[…]MeasureIVVMFSVFee0.03%0.44%Cost on $10k a year$3$44Yield1.11%1.31%5 years, per year+11.7%[…]3 years, per year+21.5%[…]Worst drop · 1Y−8.9%−6.4%Volatility · 1Y13.8%10.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BMFSVMFS Active Value ETFReadDesk0.44%1.31%+0.4%+15.1%+19.0%newnew−6.4%$673MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BMFSVMFS Active Value ETFReadDesk0.44%1.31%+0.4%+15.1%+19.0%newnew−6.4%$673MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 10, 2026
Overlap: IVV, MFSV, VUGToday55.3%most shared, IVV and VUGIVVMFSVVUGIVV—28.1%55.3%MFSV28.1%—15.8%VUG55.3%15.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108MFSV$131 − $44 = $87VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee