MFSV vs DFAT

AMFSV

BDFAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,714DFAT · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income1.33%VO · $133 on $10k

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

Held in common0.0%MFSV and DFAT

MFS Active Value ETF · $694MDimensional - US Targeted Value ETF · $31.8B

[…]3 years · per year[…] · $16,277+17.6%

[…]5 years · per year[…] · $15,714+9.5%

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

1.31%12-mo yield$131 · $132 on $10k1.32%

Cards for this view

MFSV

MFS Active Value

[…]

DFAT

Dimensional - US Targeted Value

$15,714

MeasureMFSVDFAT

Fee0.44%0.31%

Cost on $10k a year$44$31

Yield1.31%1.32%

5 years, per year[…]+9.5%

3 years, per year[…]+17.6%

Worst drop · 1Y−6.4%−9.6%

Volatility · 1Y10.8%14.7%

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.2%	+15.3%	+19.0%	new	new	−6.4%	$694M

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.2%	+15.3%	+19.0%	new	new	−6.4%	$694M

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