MFSV vs VXUS

MFSV vs VXUS

Which is better, MFSV or VXUS?

Large Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricMFSVVXUS
Expense Ratio0.44%0.05%Best
AUM$599M$158.1B
Dividend Yield1.32%2.51%
Holdings648,747
YTD Return+8.23%+12.82%Best
1Y Return+12.33%+19.86%Best
3Y Return (annualized)-+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)9.2%Best11.5%
Max Drawdown-12.7%Best-13.6%
$10,000 over 1.8 years$11,840$14,579Best
Fund FamilyMFS Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionDec 5, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 5, 2024 to Sep 18, 2026 (1.8 years).

MFSV vs VXUS 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 1.8 years both funds cover.

MFSV vs VXUS Performance

MFS Active Value ETF (MFSV) is an ETF from MFS Investment Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year MFSV returned +12.33% while VXUS returned +19.86%. Year to date, MFSV is up 8.23% versus a gain of 12.82% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.5% compared with 9.2% 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

MFSV charges 0.44% per year while VXUS charges 0.05%. On a $10,000 position that is $44 vs $5 annually, a gap of $39 per year that compounds over a long holding period. On income, MFSV currently yields 1.32% against 2.51% for VXUS.

Holdings Overlap

We hold position weights for 61 holdings in MFSV and 8,082 in VXUS, totalling 99.2% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 61 positions we hold weights for in MFSV and 8,082 in VXUS, against full books of 64 and 8,747.

You are not choosing between two funds in isolation.

Whichever of MFSV and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MFSVVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MFSV or VXUS?

MFSV has an expense ratio of 0.44% while VXUS charges 0.05%. VXUS is the cheaper option, by $39 a year on a $10,000 investment.

Which performed better, MFSV or VXUS?

Over the past year MFSV returned +12.33% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), MFSV annualized +9.84% vs +23.30% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MFSV or VXUS?

VXUS has been the more volatile fund at 11.5% annualized versus 9.2% for MFSV. Worst drawdown: MFSV -12.7% vs VXUS -13.6%.

Should I hold both MFSV and VXUS?

MFSV and VXUS have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MFSV or VXUS?

MFSV yields 1.32% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than MFSV?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.