MFSV vs REVS
MFS Active Value ETF vs Columbia Research Enhanced Value ETF
Which is better, MFSV or REVS?
REVS has been ahead.
REVS has a lower expense ratio. REVS led over 1Y and the full window. MFSV is less concentrated, with 33.0% of the fund in its ten largest positions against 34.2%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MFSV | REVS |
|---|---|---|
| Expense Ratio | 0.44% | 0.19%Best |
| AUM | $673M | $395M |
| Dividend Yield | 1.33% | 1.75% |
| Holdings | 124 | 609 |
| YTD Return | +14.38% | +22.18%Best |
| 1Y Return | +18.11% | +25.77%Best |
| 3Y Return (annualized) | - | +22.48% |
| 5Y Return (annualized) | - | +12.61% |
| Volatility (annualized) | 10.0%Best | 10.5% |
| Max Drawdown | -12.7%Best | -15.3% |
| $10,000 over 1.9 years | $12,449 | $13,528Best |
| Top 10 Weight | 33.0%Best | 34.2% |
| Fund Family | MFS Investment Management | Columbia Threadneedle Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 5, 2024 | Sep 25, 2019 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Nov 11, 2026 (1.9 years).
MFSV vs REVS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
MFSV vs REVS Performance
MFS Active Value ETF (MFSV) is an ETF from MFS Investment Management and Columbia Research Enhanced Value ETF (REVS) is an ETF from Columbia Threadneedle Investments. Over the past year MFSV returned +18.11% while REVS returned +25.77%. Year to date, MFSV is up 14.38% versus a gain of 22.18% for REVS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REVS has been the more volatile fund, with annualized monthly volatility of 10.5% compared with 10.0% for MFSV. 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 -12.7% for MFSV and -15.3% for REVS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MFSV charges 0.44% per year while REVS charges 0.19%. On a $10,000 position that is $44 vs $19 annually, a gap of $25 per year that compounds over a long holding period. On income, MFSV currently yields 1.33% against 1.75% for REVS.
Holdings Overlap
29.3% of MFSV's money is in holdings REVS also owns. 33.5% of REVS's money is in holdings MFSV also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 61 positions we hold weights for in MFSV and 301 in REVS, against full books of 124 and 609.
What only one of them owns
Our book lists 275 positions for REVS that do not appear in our book for MFSV (65.6% of the fund), and 45 for MFSV that do not appear in REVS (69.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in MFSV | Weight in REVS | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.78% | 7.82% | 2.04% |
| AAPLApple Inc | 3.17% | 8.87% | 5.70% |
| CVXChevron Corp | 2.29% | 3.07% | 0.78% |
| BACBank of America Corp.: Financials | 2.12% | 3.13% | 1.01% |
| CICigna Corp. | 2.83% | 0.98% | 1.85% |
| COPConocophillips Common Stock USD 0.01 | 2.14% | 1.30% | 0.84% |
| PGRProgressive Corporation | 1.85% | 1.32% | 0.53% |
| ABBVAbbvie Inc. | 1.58% | 1.24% | 0.34% |
| ADIAnalog Devices | 2.09% | 0.65% | 1.44% |
| GDGeneral Dynamics Corp. | 1.48% | 0.91% | 0.57% |
33.5% of REVS is already inside MFSV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MFSV or REVS?
MFSV has an expense ratio of 0.44% while REVS charges 0.19%. REVS is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, MFSV or REVS?
Over the past year MFSV returned +18.11% vs +25.77% for REVS, so REVS leads on 1-year performance. Over the longest common window we track (2 years), MFSV annualized +12.22% vs +17.24% for REVS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MFSV or REVS?
REVS has been the more volatile fund at 10.5% annualized versus 10.0% for MFSV. Worst drawdown: MFSV -12.7% vs REVS -15.3%.
Should I hold both MFSV and REVS?
MFSV and REVS have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MFSV and REVS?
33.5% of REVS's money is in holdings MFSV also owns. 33.5% of REVS's is in holdings MFSV also owns. They hold 15 positions in common, counted across the 61 positions we hold weights for in MFSV and 301 in REVS.
Which pays a higher dividend, MFSV or REVS?
MFSV yields 1.33% while REVS yields 1.75%, so REVS currently pays the higher dividend yield.
Is REVS better than MFSV?
REVS has a lower expense ratio. REVS led over 1Y and the full window. MFSV is less concentrated, with 33.0% of the fund in its ten largest positions against 34.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.