MFSV vs VIG

AMFSV

BVIG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common31.3%MFSV and VIG

MFSV

VIG

MFS Active Value ETF · $678MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.44%Expense ratio$44 · $4 on $10k · lower wins0.04%

1.34%12-mo yield$134 · $150 on $10k1.50%

−6.4%Worst dropSmaller wins−7.9%

10.7%VolatilityLower wins10.8%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · VIG

5.6%MSFT4.9%

4.0%JPM3.9%

3.1%AAPL4.9%

2.9%XOM3.0%

Held in common31.3%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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 VIG

MFSV

MFS Active Value

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMFSVVIG

Fee0.44%0.04%

Cost on $10k a year$44$4

Yield1.34%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y−6.4%−7.9%

Volatility · 1Y10.7%10.8%

2–2measures won
level

31.3%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: MFSV, VIG, VUG

Today

31.3%most shared, MFSV and VIG

MFSVVIGVUG

MFSV—31.3%15.8%

VIG31.3%—26.4%

VUG15.8%26.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

MFSV$134 − $44 = $90

VUG$42 − $3 = $39

KeptFee

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