VUG vs MFSV

AVUG

BMFSV

Measures won1–3MFSV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%MFSV · $134 on $10k

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

Held in common15.8%VUG and MFSV

VUG

MFSV

Vanguard Morningstar Growth ETF · $233BMFS Active Value ETF · $673M

+22.6%3 years · per year$18,415 · […][…]

+10.0%5 years · per year$16,124 · […][…]

0.03%Expense ratio$3 · $44 on $10k · lower wins0.44%

0.42%12-mo yield$42 · $134 on $10k1.34%

−15.1%Worst dropSmaller wins−6.4%

19.0%VolatilityLower wins10.7%

1–3MFSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · MFSV

9.7%MSFT5.6%

4.3%AMZN5.4%

12.5%AAPL3.1%

0.7%KLAC1.0%

Held in common15.8%

End-of-day Nov 6, 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	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BMFSV	MFS Active Value ETFRead Desk		0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$673M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BMFSV	MFS Active Value ETFRead Desk		0.44%	1.34%	−0.8%	+12.8%	+17.0%	new	new	−6.4%	$673M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUG vs MFSV

VUG

Vanguard Morningstar Growth

$16,124

MFSV

MFS Active Value

[…]

MeasureVUGMFSV

Fee0.03%0.44%

Cost on $10k a year$3$44

Yield0.42%1.34%

5 years, per year+10.0%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−15.1%−6.4%

Volatility · 1Y19.0%10.7%

3–1measures won
MFSV first

15.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VUG, MFSV

Today

15.8%most shared, VUG and MFSV

VUGMFSV

VUG—15.8%

MFSV15.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, MFSV

MFSV$134 − $44 = $90

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee