MFSV vs VOO

AMFSV

BVOO

Measures won3–1MFSV wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VUG $16,565

Lowest cost0.03%VOO · $3 on $10k

Most income1.32%MFSV · $132 on $10k

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

Held in common26.8%MFSV and VOO

MFSV

VOO

MFS Active Value ETF · $673MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,159+22.0%

[…]5 years · per year[…] · $17,543+11.9%

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

1.32%12-mo yield$132 · $107 on $10k1.07%

−6.4%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.7%

3–1MFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · VOO

5.6%MSFT5.8%

5.4%AMZN3.7%

3.1%AAPL7.4%

4.0%JPM1.3%

Held in common26.8%

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.32%	+1.7%	+14.6%	+19.3%	new	new	−6.4%	$673M

End-of-day Nov 9, 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%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.32%	+1.7%	+14.6%	+19.3%	new	new	−6.4%	$673M

End-of-day Nov 9, 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

$17,543

MeasureMFSVVOO

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.32%1.07%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.8%13.7%

3–1measures won
MFSV first

26.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: MFSV, VOO, VUG

Today

58.2%most shared, VOO and VUG

MFSVVOOVUG

MFSV—26.8%15.8%

VOO26.8%—58.2%

VUG15.8%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

MFSV$132 − $44 = $88

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee