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AMFSV

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,220VLUE · VTV $17,830

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

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

Held in common8.8%MFSV and VLUE

MFS Active Value ETF · $691MiShares MSCI USA Value Factor ETF · $9.1B

[…]3 years · per year[…] · $22,564+31.2%

[…]5 years · per year[…] · $20,220+15.1%

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

1.31%12-mo yield$131 · $163 on $10k1.63%

Cards for this view

MFSV

MFS Active Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,220

MeasureMFSVVLUE

Fee0.44%0.15%

Cost on $10k a year$44$15

Yield1.31%1.63%

5 years, per year[…]+15.1%

3 years, per year[…]+31.2%

Worst drop · 1Y−6.4%−11.0%

Volatility · 1Y10.8%

#
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.63%	−0.6%	+40.1%	+45.3%	+31.2%	+15.1%	−11.0%	$9.1B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.3%	+17.6%	new	new	−6.4%	$691M

#
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.63%	−0.6%	+40.1%	+45.3%	+31.2%	+15.1%	−11.0%	$9.1B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.3%	+17.6%	new	new	−6.4%	$691M