VOO vs MFSB

AVOO

BMFSB

Measures won1–3MFSB wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income4.72%MFSB · $472 on $10k

Smallest drop−4.1%MFSB · worst fall in 1Y

Held in common0.1%VOO and MFSB

VOO

MFSB

Vanguard S&P 500 ETF · $1.00TMFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETF · $862M

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

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

0.03%Expense ratio$3 · $34 on $10k · lower wins0.34%

1.07%12-mo yield$107 · $472 on $10k4.72%

−8.9%Worst dropSmaller wins−4.1%

13.7%VolatilityLower wins3.9%

1–3MFSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · MFSB

0.1%TRGP0.5%

Held in common0.1%

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	AVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.72%	+0.1%	+0.2%	+0.7%	new	new	−4.1%	$862M

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	AVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BMFSB	MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond ETFRead Desk	0.34%	4.72%	+0.1%	+0.2%	+0.7%	new	new	−4.1%	$862M

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

VOO vs MFSB

VOO

Vanguard S&P 500

$17,543

MFSB

MFS Active Exchange Traded Funds Trust - MFS Active Core Plus Bond

[…]

MeasureVOOMFSB

Fee0.03%0.34%

Cost on $10k a year$3$34

Yield1.07%4.72%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−4.1%

Volatility · 1Y13.7%3.9%

3–1measures won
MFSB first

0.1%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VOO, MFSB, IVV

Today

92.2%most shared, VOO and IVV

VOOMFSBIVV

VOO—0.1%92.2%

MFSB0.1%—0.1%

IVV92.2%0.1%—

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

Income After Fees on $10,000

$438most kept, MFSB

MFSB$472 − $34 = $438

IVV$114 − $3 = $111

VOO$107 − $3 = $104

KeptFee

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