VLUE vs MFSV

AVLUE

BMFSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$21,521VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

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

Held in common8.4%VLUE and MFSV

VLUE

MFSV

iShares MSCI USA Value Factor ETF · $9.4BMFS Active Value ETF · $692M

+33.8%3 years · per year$23,930 · […][…]

+16.6%5 years · per year$21,521 · […][…]

0.15%Expense ratio$15 · $44 on $10k · lower wins0.44%

1.60%12-mo yield$160 · $129 on $10k1.29%

−9.0%Worst dropSmaller wins−6.4%

20.6%VolatilityLower wins10.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVLUE · MFSV

1.8%BAC2.0%

1.9%PFE1.4%

1.2%WFC1.8%

1.0%CI2.7%

Held in common8.4%

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	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	BMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

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	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	BMFSV	MFS Active Value ETFRead Desk		0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

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

VLUE vs MFSV

VLUE

iShares MSCI USA Value Factor

$21,521

MFSV

MFS Active Value

[…]

MeasureVLUEMFSV

Fee0.15%0.44%

Cost on $10k a year$15$44

Yield1.60%1.29%

5 years, per year+16.6%[…]

3 years, per year+33.8%[…]

Worst drop · 1Y−9.0%−6.4%

Volatility · 1Y20.6%10.3%

2–2measures won
level

8.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VLUE, MFSV

Today

8.4%most shared, VLUE and MFSV

VLUEMFSV

VLUE—8.4%

MFSV8.4%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

MFSV$129 − $44 = $85

KeptFee

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