MFSV vs IWD

AMFSV

BIWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,870IWD · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common34.9%MFSV and IWD

MFSV

IWD

MFS Active Value ETF · $692MiShares Russell 1000 Value ETF · $85.3B

[…]3 years · per year[…] · $19,285+24.5%

[…]5 years · per year[…] · $17,870+12.3%

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

1.29%12-mo yield$129 · $133 on $10k1.33%

−6.4%Worst dropSmaller wins−6.8%

10.3%VolatilityLower wins11.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · IWD

5.2%AMZN5.9%

5.5%MSFT5.1%

3.0%AAPL5.8%

4.0%JPM2.4%

Held in common34.9%

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

End-of-day Nov 4, 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

$17,870

MeasureMFSVIWD

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.29%1.33%

5 years, per year[…]+12.3%

3 years, per year[…]+24.5%

Worst drop · 1Y−6.4%−6.8%

Volatility · 1Y10.3%11.2%

2–1measures won
MFSV first

34.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: MFSV, IWD, VUG

Today

34.9%most shared, MFSV and IWD

MFSVIWDVUG

MFSV—34.9%15.5%

IWD34.9%—22.6%

VUG15.5%22.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

MFSV$129 − $44 = $85

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee