MFV vs VYM

MFV vs VYM

Which is better, MFV or VYM?

We do not have enough on MFV and VYM to separate them.

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

MetricMFVVYM
Expense Ratio-0.04%
AUM-$81.6B
Dividend Yield-2.22%
Holdings-613
YTD Price Return-+10.13%
1Y Price Return-+13.80%
3Y Price Return (annualized)-+15.07%
5Y Price Return (annualized)-+9.28%
Volatility (annualized)-14.6%
Max Drawdown--58.8%
Fund FamilyMFS SPECIAL VALUE TRUSTVanguard (US)
Category-Equity
Style-Large Cap Value
Inception-Nov 10, 2006

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for MFV. We have no price series for MFV, so there is nothing to compare it against.

MFV vs VYM Performance

MFS SPECIAL VALUE TRUST (MFV) is an ETF from MFS SPECIAL VALUE TRUST and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US).

You are not choosing between two funds in isolation.

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

MFVVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is VYM better than MFV?

We hold very little data on MFV and VYM, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.