MFSV vs IVV5YMFSVMFSVAvsBIVVIVVMFS Active Value ETF · $694MiShares Core S&P 500 ETF · $883BReturns · dividends in[…]3 years · per year[…] · $18,122+21.9%[…]5 years · per year[…] · $17,530+11.9%Cost and income0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%1.31%12-mo yield$131 · $110 on $10k1.10%
Overlap: MFSV, IVV, VUGToday55.0%most shared, IVV and VUGMFSVIVVVUGMFSV—28.1%15.6%IVV28.1%—55.0%VUG15.6%55.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
MFSV vs IVV5YAMFSVMFS Active Value[…]vsIVVBiShares Core S&P 500$17,530MeasureMFSVIVVFee0.44%0.03%Cost on $10k a year$44$3Yield1.31%1.10%5 years, per year[…]+11.9%3 years, per year[…]+21.9%Worst drop · 1Y−6.4%−8.9%Volatility · 1Y10.8%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3AMFSVMFS Active Value ETFReadDesk0.44%1.31%+0.2%+15.3%+19.0%newnew−6.4%$694MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIVViShares Core S&P 500 ETFReadDesk0.03%1.10%+1.3%+12.3%+12.7%+21.9%+11.9%−8.9%$882.8B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B3AMFSVMFS Active Value ETFReadDesk0.44%1.31%+0.2%+15.3%+19.0%newnew−6.4%$694MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
VOO vs IVVYTDVanguardVOOVA+12.3%vsBiSIVViShares+12.3%Jan 1Nov 11+12.3%+12.3%+12.3%Year to date+12.3%1.1%Yield1.1%$1.00TAssets$883B0–0levelEnd-of-day Nov 11, 2026
Overlap: MFSV, IVV, VUGToday55.0%most shared, IVV and VUGMFSVIVVVUGMFSV—28.1%15.6%IVV28.1%—55.0%VUG15.6%55.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$107most kept, IVVIVV$110 − $3 = $107MFSV$131 − $44 = $87VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee