MFSV vs VLUE

AMFSV

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$21,521VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

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

Held in common8.4%MFSV and VLUE

MFSV

VLUE

MFS Active Value ETF · $692MiShares MSCI USA Value Factor ETF · $9.4B

[…]3 years · per year[…] · $23,930+33.8%

[…]5 years · per year[…] · $21,521+16.6%

0.44%Expense ratio$44 · $15 on $10k · lower wins0.15%

1.29%12-mo yield$129 · $160 on $10k1.60%

−6.4%Worst dropSmaller wins−9.0%

10.3%VolatilityLower wins20.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMFSV · VLUE

2.0%BAC1.8%

1.4%PFE1.9%

1.8%WFC1.2%

2.7%CI1.0%

Held in common8.4%

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

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	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

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	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 VLUE

MFSV

MFS Active Value

[…]

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureMFSVVLUE

Fee0.44%0.15%

Cost on $10k a year$44$15

Yield1.29%1.60%

5 years, per year[…]+16.6%

3 years, per year[…]+33.8%

Worst drop · 1Y−6.4%−9.0%

Volatility · 1Y10.3%20.6%

2–2measures won
level

8.4%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFSV, VLUE

Today

8.4%most shared, MFSV and VLUE

MFSVVLUE

MFSV—8.4%

VLUE8.4%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

MFSV$129 − $44 = $85

KeptFee

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