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AIVV

BMFSV

Measures won1–3MFSV wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%MFSV · $131 on $10k

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

Held in common28.1%IVV and MFSV

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

+21.5%3 years · per year$17,934 · […][…]

+11.7%5 years · per year$17,414 · […][…]

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

1.11%12-mo yield$111 · $131 on $10k1.31%

Cards for this view

IVV

iShares Core S&P 500

$17,414

MFSV

MFS Active Value

[…]

MeasureIVVMFSV

Fee0.03%0.44%

Cost on $10k a year$3$44

Yield1.11%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%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
4	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
4	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M