MFSV vs SCHD

AMFSV

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHD $16,267

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common10.7%MFSV and SCHD

MFSV

SCHD

MFS Active Value ETF · $678MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

1.34%12-mo yield$134 · $300 on $10k3.00%

−6.4%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · SCHD

2.2%CVX4.0%

2.0%ABT4.0%

2.0%COP3.9%

1.5%HD4.3%

Held in common10.7%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$678M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$678M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFSV vs SCHD

MFSV

MFS Active Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureMFSVSCHD

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield1.34%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y10.7%11.7%

2–2measures won
level

10.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MFSV, SCHD, VTV

Today

30.1%most shared, MFSV and VTV

MFSVSCHDVTV

MFSV—10.7%30.1%

SCHD10.7%—17.9%

VTV30.1%17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

MFSV$134 − $44 = $90

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee