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MFSV vs APUE

MFS Active Value ETF vs ActivePassive U.S. Equity ETF

MFSV

MFS Active Value ETF

MFS

Annual cost

0.44%

Fund size

$443M

APUE

ActivePassive U.S. Equity ETF

Active Passive Funds

Annual cost

0.31%

Fund size

$2.4B

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

MFSVAPUE
Annual cost (TER)0.44%0.31%
Fund size (AUM)$443M$2.4B
Since20242023
Dividend yield1.49%0.79%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+15.7%+30.2%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.24
Volatility 1Y10.31%12.36%
Max drawdown-12.74%-18.83%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MFSV and APUE