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MFSV vs VO

MFS Active Value ETF vs Vanguard Mid-Cap Index Fund ETF Shares

MFSV

MFS Active Value ETF

MFS

Annual cost

0.44%

Fund size

$443M

VO

Vanguard Mid-Cap Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$213.8B

Key differences

  • VO costs 0.41% less per year.
  • VO is significantly larger than MFSV — larger funds tend to be more liquid and less likely to close.
  • MFSV follows a active selection strategy; VO uses index tracking.
  • VO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MFSVVO
Annual cost (TER)0.44%0.03%
Fund size (AUM)$443M$213.8B
Since20242004
Dividend yield1.49%1.40%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+14.6%+18.5%
CAGR 3YN/A+16.7%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.88
Volatility 1Y10.34%12.42%
Max drawdown-12.74%-39.37%

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

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