MFSV vs VOO

AMFSV

BVOO

Measures won3–1MFSV wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.29%MFSV · $129 on $10k

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

Held in common26.5%MFSV and VOO

MFSV

VOO

MFS Active Value ETF · $674MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $19,172+24.2%

[…]5 years · per year[…] · $18,115+12.6%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

1.29%12-mo yield$129 · $105 on $10k1.05%

−6.4%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins12.8%

3–1MFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFSV · VOO

5.5%MSFT5.8%

5.2%AMZN3.7%

3.0%AAPL7.4%

4.0%JPM1.3%

Held in common26.5%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$674M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$674M

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 VOO

MFSV

MFS Active Value

[…]

VOO

Vanguard S&P 500

$18,115

MeasureMFSVVOO

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.29%1.05%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.3%12.8%

3–1measures won
MFSV first

26.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: MFSV, VOO

Today

26.5%most shared, MFSV and VOO

MFSVVOO

MFSV—26.5%

VOO26.5%—

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

MFSV$129 − $44 = $85

KeptFee

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