MFSV vs VLUE

AMFSV

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,325VLUE · IWF $15,699

Lowest cost0.15%VLUE · $15 on $10k

Most income1.65%VLUE · $165 on $10k

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

Held in common8.9%MFSV and VLUE

MFS Active Value ETF · $673MiShares MSCI USA Value Factor ETF · $9.1B

[…]3 years · per year[…] · $21,933+29.9%

[…]5 years · per year[…] · $20,325+15.2%

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

1.31%12-mo yield$131 · $165 on $10k1.65%

Cards for this view

MFSV

MFS Active Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,325

MeasureMFSVVLUE

Fee0.44%0.15%

Cost on $10k a year$44$15

Yield1.31%1.65%

5 years, per year[…]+15.2%

3 years, per year[…]+29.9%

Worst drop · 1Y−6.4%−11.0%

Volatility · 1Y10.8%

#
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.65%	−0.1%	+38.4%	+46.1%	+29.9%	+15.2%	−11.0%	$9.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M

#
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.65%	−0.1%	+38.4%	+46.1%	+29.9%	+15.2%	−11.0%	$9.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.1%	+19.0%	new	new	−6.4%	$673M

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