MFSV vs VUG

AMFSV

BVUG

Measures won3–1MFSV wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IWF $15,330

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%MFSV · $133 on $10k

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

Held in common15.8%MFSV and VUG

MFSV

VUG

MFS Active Value ETF · $678MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

1.33%12-mo yield$133 · $43 on $10k0.43%

−6.4%Worst dropSmaller wins−15.1%

10.7%VolatilityLower wins19.0%

3–1MFSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSV · VUG

5.7%MSFT9.7%

5.4%AMZN4.3%

3.1%AAPL12.5%

1.2%KLAC0.7%

Held in common15.8%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$678M

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.33%	−2.5%	+13.6%	+18.1%	new	new	−6.4%	$678M

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 VUG

MFSV

MFS Active Value

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureMFSVVUG

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.33%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−6.4%−15.1%

Volatility · 1Y10.7%19.0%

3–1measures won
MFSV first

15.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MFSV, VUG, IWF

Today

78.0%most shared, VUG and IWF

MFSVVUGIWF

MFSV—15.8%14.2%

VUG15.8%—78.0%

IWF14.2%78.0%—

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

Income After Fees on $10,000

$89most kept, MFSV

MFSV$133 − $44 = $89

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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