MFSV vs VOO

AMFSV

BVOO

Measures won3–1MFSV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%VOO · $3 on $10k

Most income1.33%MFSV · $133 on $10k

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

Held in common26.8%MFSV and VOO

MFSV

VOO

MFS Active Value ETF · $692MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

1.33%12-mo yield$133 · $110 on $10k1.10%

−6.4%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.5%

3–1MFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · VOO

5.7%MSFT5.8%

5.4%AMZN3.7%

3.1%AAPL7.4%

4.1%JPM1.3%

Held in common26.8%

End-of-day Nov 5, 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$692M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$692M

End-of-day Nov 5, 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

$17,156

MeasureMFSVVOO

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.33%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.7%13.5%

3–1measures won
MFSV first

26.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MFSV, VOO, IVV

Today

93.5%most shared, VOO and IVV

MFSVVOOIVV

MFSV—26.8%28.0%

VOO26.8%—93.5%

IVV28.0%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

MFSV$133 − $44 = $89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee