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VOE vs MFSV
Vanguard Mid-Cap Value Index Fund vs MFS Active Value ETF
Key differences
- VOE costs 0.39% less per year.
- VOE is significantly larger than MFSV — larger funds tend to be more liquid and less likely to close.
- VOE follows a index tracking strategy; MFSV uses active selection.
- VOE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VOE | MFSV | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.44% |
| Fund size (AUM) | $36.7B | $443M |
| Since | 2006 | 2024 |
| Dividend yield | 1.88% | 1.49% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.7% | +14.6% |
| CAGR 3Y | +16.6% | N/A |
| CAGR 5Y | +8.6% | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 11.61% | 10.34% |
| Max drawdown | -43.18% | -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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