IWD vs MFSV

AIWD

BMFSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,885VTV · IWD $17,402

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common35.0%IWD and MFSV

iShares Russell 1000 Value ETF · $85.1BMFS Active Value ETF · $694M

+22.6%3 years · per year$18,423 · […][…]

+11.7%5 years · per year$17,402 · […][…]

0.18%Expense ratio$18 · $44 on $10k · lower wins0.44%

1.34%12-mo yield$134 · $131 on $10k1.31%

Cards for this view

IWD

iShares Russell 1000 Value

$17,402

MFSV

MFS Active Value

[…]

MeasureIWDMFSV

Fee0.18%0.44%

Cost on $10k a year$18$44

Yield1.34%1.31%

5 years, per year+11.7%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−6.8%−6.4%

Volatility · 1Y11.7%10.8%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	−0.4%	+26.2%	+28.7%	+22.6%	+11.7%	−6.8%	$85.1B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	−0.4%	+14.9%	+17.6%	new	new	−6.4%	$694M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	−0.4%	+26.2%	+28.7%	+22.6%	+11.7%	−6.8%	$85.1B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	−0.4%	+14.9%	+17.6%	new	new	−6.4%	$694M

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