MFSG vs IUSG

AMFSG

BIUSG

Measures won0–4IUSG wins · of 6 · 5Y

$10,000 · 5Y$17,623IUSG

Lowest cost0.04%IUSG · $4 on $10k

Most income0.49%IUSG · $49 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common52.8%MFSG and IUSG

MFSG

IUSG

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $404MiShares Core S&P U.S. Growth ETF · $32.6B

[…]3 years · per year[…] · $20,612+27.3%

[…]5 years · per year[…] · $17,623+12.0%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

0.07%12-mo yield$7 · $49 on $10k0.49%

−15.2%Worst dropSmaller wins−13.0%

18.4%VolatilityLower wins18.2%

0–4IUSG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSG · IUSG

13.8%NVDA13.6%

7.0%MSFT10.5%

6.3%AAPL6.6%

9.6%GOOGL4.5%

Held in common52.8%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk		0.49%	0.07%	+0.9%	+3.1%	+0.6%	new	new	−15.2%	$404M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.49%	+1.2%	+11.1%	+9.5%	+27.3%	+12.0%	−13.0%	$32.6B
2	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk		0.49%	0.07%	+0.9%	+3.1%	+0.6%	new	new	−15.2%	$404M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSG vs IUSG

MFSG

MFS Active Exchange Traded Funds Trust - MFS Active Growth

[…]

IUSG

iShares Core S&P U.S. Growth

$17,623

MeasureMFSGIUSG

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield0.07%0.49%

5 years, per year[…]+12.0%

3 years, per year[…]+27.3%

Worst drop · 1Y−15.2%−13.0%

Volatility · 1Y18.4%18.2%

4–0measures won
IUSG first

52.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFSG, IUSG

Today

52.8%most shared, MFSG and IUSG

MFSGIUSG

MFSG—52.8%

IUSG52.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

MFSG$7 − $49 = −$42

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee