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MFSV vs VSLU

MFS Active Value ETF vs Applied Finance Valuation Large Cap US ETF

MFSV

MFS Active Value ETF

MFS

Annual cost

0.44%

Fund size

$443M

VSLU

Applied Finance Valuation Large Cap US ETF

Applied Finance

Annual cost

0.49%

Fund size

$496M

Key differences

  • MFSV follows a active selection strategy; VSLU uses index tracking.

Side-by-side comparison

MFSVVSLU
Annual cost (TER)0.44%0.49%
Fund size (AUM)$443M$496M
Since20242021
Dividend yield1.49%0.45%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+14.6%+27.3%
CAGR 3YN/A+22.6%
CAGR 5YN/A+14.2%
Sharpe 3YN/A1.24
Volatility 1Y10.34%12.61%
Max drawdown-12.74%-23.86%

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

Similar to MFSV and VSLU