MFSV vs DFAT

AMFSV

BDFAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,937DFAT · IJH $13,971

Lowest cost0.05%IJH · $5 on $10k

Most income1.33%DFAT · $133 on $10k

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

Held in common0.0%MFSV and DFAT

MFS Active Value ETF · $673MDimensional - US Targeted Value ETF · $31.7B

[…]3 years · per year[…] · $15,988+16.9%

[…]5 years · per year[…] · $15,937+9.8%

0.44%Expense ratio$44 · $31 on $10k · lower wins0.31%

1.31%12-mo yield$131 · $133 on $10k1.33%

Cards for this view

MFSV

MFS Active Value

[…]

DFAT

Dimensional - US Targeted Value

$15,937

MeasureMFSVDFAT

Fee0.44%0.31%

Cost on $10k a year$44$31

Yield1.31%1.33%

5 years, per year[…]+9.8%

3 years, per year[…]+16.9%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y10.8%14.7%

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+13.2%	+15.7%	+16.0%	+6.9%	−8.8%	$125.2B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M

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