MFSV vs IWD

AMFSV

BIWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,178IWD · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common34.9%MFSV and IWD

MFSV

IWD

MFS Active Value ETF · $674MiShares Russell 1000 Value ETF · $83.2B

[…]3 years · per year[…] · $18,980+23.8%

[…]5 years · per year[…] · $17,178+11.4%

0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%

1.33%12-mo yield$133 · $137 on $10k1.37%

−6.4%Worst dropSmaller wins−6.8%

10.1%VolatilityLower wins11.0%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · IWD

5.3%MSFT5.1%

5.1%AMZN5.6%

3.1%AAPL6.0%

4.0%JPM2.4%

Held in common34.9%

End-of-day Nov 3, 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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−0.3%	+13.6%	+17.9%	new	new	−6.4%	$674M

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

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−0.3%	+13.6%	+17.9%	new	new	−6.4%	$674M

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

Cards for this view

MFSV vs IWD

MFSV

MFS Active Value

[…]

IWD

iShares Russell 1000 Value

$17,178

MeasureMFSVIWD

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.33%1.37%

5 years, per year[…]+11.4%

3 years, per year[…]+23.8%

Worst drop · 1Y−6.4%−6.8%

Volatility · 1Y10.1%11.0%

2–2measures won
level

34.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MFSV, IWD, IJH

Today

34.9%most shared, MFSV and IWD

MFSVIWDIJH

MFSV—34.9%0.0%

IWD34.9%—6.2%

IJH0.0%6.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IJH$122 − $5 = $117

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee