Screener
TMFS vs MFSV
Motley Fool Small-Cap Growth ETF vs MFS Active Value ETF
Key differences
- MFSV costs 0.41% less per year.
- MFSV is significantly larger than TMFS — larger funds tend to be more liquid and less likely to close.
- TMFS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TMFS | MFSV | |
|---|---|---|
| Annual cost (TER) | 0.85% | 0.44% |
| Fund size (AUM) | $64M | $443M |
| Since | 2018 | 2024 |
| Dividend yield | 0.00% | 1.49% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +1.4% | +14.6% |
| CAGR 3Y | +7.6% | N/A |
| CAGR 5Y | -0.7% | N/A |
| Sharpe 3Y | 0.29 | N/A |
| Volatility 1Y | 19.56% | 10.34% |
| Max drawdown | -48.79% | -12.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to TMFS and MFSV
Explore further