MFSG vs VOO
MFS Active Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | MFSG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.03% | |
| AUM | $353M | $979.0B | |
| Dividend Yield | 0.07% | 1.09% | |
| Holdings | 58 | 509 | |
| YTD Return | +8.95% | +14.48% | |
| 1Y Return | +11.19% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 18.6% | 14.2% | |
| Max Drawdown | -23.2% | -34.3% | |
| Fund Family | MFS Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 5, 2024 | Sep 7, 2010 |
MFSG vs VOO Performance
MFS Active Growth ETF (MFSG) is a ETF from MFS Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MFSG returned +11.19% while VOO returned +22.02%. Year to date, MFSG is up 8.95% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
MFSG has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 14.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.2% for MFSG and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
MFSG charges 0.49% per year while VOO charges 0.03%. On a $10,000 position that is $49 vs $3 annually, a gap of $46 per year that compounds over a long holding period. On income, MFSG currently yields 0.07% against 1.09% for VOO.
Holdings Overlap
MFSG and VOO share 49 holdings out of 512 unique holdings combined, representing a 41.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MFSG or VOO?
MFSG has an expense ratio of 0.49% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, MFSG or VOO?
Over the past year MFSG returned +11.19% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), MFSG annualized +12.14% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, MFSG or VOO?
MFSG has been the more volatile fund at 18.6% annualized versus 14.2% for VOO. Worst drawdown: MFSG -23.2% vs VOO -34.3%.
Should I hold both MFSG and VOO?
MFSG and VOO have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between MFSG and VOO?
MFSG and VOO share 49 common holdings with a 41.0% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, MFSG or VOO?
MFSG yields 0.07% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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