IWD vs MFSV

AIWD

BMFSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,246IWD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common35.2%IWD and MFSV

IWD

MFSV

iShares Russell 1000 Value ETF · $83.3BMFS Active Value ETF · $678M

+23.0%3 years · per year$18,611 · […][…]

+11.5%5 years · per year$17,246 · […][…]

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

1.37%12-mo yield$137 · $133 on $10k1.33%

−6.8%Worst dropSmaller wins−6.4%

11.6%VolatilityLower wins10.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · MFSV

6.1%AMZN5.4%

5.3%MSFT5.7%

6.0%AAPL3.1%

2.4%JPM4.1%

Held in common35.2%

End-of-day Nov 5, 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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$678M

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

All Three

5Y3 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$678M

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

Cards for this view

IWD vs MFSV

IWD

iShares Russell 1000 Value

$17,246

MFSV

MFS Active Value

[…]

MeasureIWDMFSV

Fee0.18%0.44%

Cost on $10k a year$18$44

Yield1.37%1.33%

5 years, per year+11.5%[…]

3 years, per year+23.0%[…]

Worst drop · 1Y−6.8%−6.4%

Volatility · 1Y11.6%10.7%

2–2measures won
level

35.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWD, MFSV, VUG

Today

35.2%most shared, IWD and MFSV

IWDMFSVVUG

IWD—35.2%22.9%

MFSV35.2%—15.8%

VUG22.9%15.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

MFSV$133 − $44 = $89

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee