MFSV vs IVV

AMFSV

BIVV

Measures won3–1MFSV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.33%MFSV · $133 on $10k

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

Held in common28.0%MFSV and IVV

MFSV

IVV

MFS Active Value ETF · $678MiShares Core S&P 500 ETF · $850B

[…]3 years · per year[…] · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

1.33%12-mo yield$133 · $114 on $10k1.14%

−6.4%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.6%

3–1MFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · IVV

5.7%MSFT6.2%

5.4%AMZN3.9%

3.1%AAPL7.7%

4.1%JPM1.4%

Held in common28.0%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AMFSV	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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AMFSV	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

MFSV vs IVV

MFSV

MFS Active Value

[…]

IVV

iShares Core S&P 500

$17,151

MeasureMFSVIVV

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.33%1.14%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.7%13.6%

3–1measures won
MFSV first

28.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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: MFSV, IVV, SPY

Today

99.9%most shared, IVV and SPY

MFSVIVVSPY

MFSV—28.0%28.0%

IVV28.0%—99.9%

SPY28.0%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

MFSV$133 − $44 = $89

KeptFee

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