Screener
APUE vs MFSV
ActivePassive U.S. Equity ETF vs MFS Active Value ETF
Key differences
- APUE costs 0.13% less per year.
- APUE is significantly larger than MFSV — larger funds tend to be more liquid and less likely to close.
Side-by-side comparison
| APUE | MFSV | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.44% |
| Fund size (AUM) | $2.4B | $443M |
| Since | 2023 | 2024 |
| Dividend yield | 0.79% | 1.49% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +30.2% | +14.6% |
| CAGR 3Y | +22.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.24 | N/A |
| Volatility 1Y | 12.36% | 10.34% |
| Max drawdown | -18.83% | -12.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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