MFSV vs SCHD

AMFSV

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common10.6%MFSV and SCHD

MFS Active Value ETF · $694MSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

0.44%Expense ratio$44 · $6 on $10k · lower wins0.06%

1.31%12-mo yield$131 · $293 on $10k2.93%

Cards for this view

MFSV

MFS Active Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureMFSVSCHD

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield1.31%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y10.8%11.7%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	−0.4%	+14.9%	+17.6%	new	new	−6.4%	$694M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$124.0B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	−0.4%	+14.9%	+17.6%	new	new	−6.4%	$694M

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