MFSG vs VUG

AMFSG

BVUG

Measures won1–3VUG wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWF $15,441

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−14.4%MFSG · worst fall in 1Y

Held in common54.0%MFSG and VUG

MFSG

VUG

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $382MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,415+22.6%

[…]5 years · per year[…] · $16,124+10.0%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.07%12-mo yield$7 · $42 on $10k0.42%

−14.4%Worst dropSmaller wins−15.1%

19.2%VolatilityLower wins19.0%

1–3VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSG · VUG

12.8%NVDA13.5%

7.8%MSFT9.7%

6.9%AAPL12.5%

10.6%GOOGL5.2%

Held in common54.0%

End-of-day Nov 6, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk	0.49%	0.07%	+1.4%	−1.3%	−2.2%	new	new	−14.4%	$382M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk	0.49%	0.07%	+1.4%	−1.3%	−2.2%	new	new	−14.4%	$382M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSG vs VUG

MFSG

MFS Active Exchange Traded Funds Trust - MFS Active Growth

[…]

VUG

Vanguard Morningstar Growth

$16,124

MeasureMFSGVUG

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.07%0.42%

5 years, per year[…]+10.0%

3 years, per year[…]+22.6%

Worst drop · 1Y−14.4%−15.1%

Volatility · 1Y19.2%19.0%

3–1measures won
VUG first

54.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MFSG, VUG, IWF

Today

78.0%most shared, VUG and IWF

MFSGVUGIWF

MFSG—54.0%51.6%

VUG54.0%—78.0%

IWF51.6%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

MFSG$7 − $49 = −$42

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee