MFSV vs SPYM

AMFSV

BSPYM

Measures won3–1MFSV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.34%MFSV · $134 on $10k

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

Held in common28.3%MFSV and SPYM

MFSV

SPYM

MFS Active Value ETF · $678MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.44%Expense ratio$44 · $2 on $10k · lower wins0.02%

1.34%12-mo yield$134 · $105 on $10k1.05%

−6.4%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.6%

3–1MFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · SPYM

5.6%MSFT6.3%

5.4%AMZN4.0%

3.1%AAPL7.9%

4.0%JPM1.4%

Held in common28.3%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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 SPYM

MFSV

MFS Active Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureMFSVSPYM

Fee0.44%0.02%

Cost on $10k a year$44$2

Yield1.34%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.7%13.6%

3–1measures won
MFSV first

28.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

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

Overlap: MFSV, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MFSVSPYMIVV

MFSV—28.3%28.3%

SPYM28.3%—99.9%

IVV28.3%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

MFSV$134 − $44 = $90

KeptFee

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