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MFSVvsSCHVETF Comparison
MFS Active Value ETF (MFSV) and Schwab U.S. Large-Cap Value ETF (SCHV) belong to the same industry segment: US Large Cap Value. MFSV's top 3 sector exposures are Financials, Industrials and Health Care. In contrast, SCHV's top sector exposures are Financials, Information Technology and Industrials. MFSV is more expensive with a Total Expense Ratio (TER) of 0.44%, versus 0.04% for SCHV. MFSV is up 2.04% year-to-date (YTD) with +$142M in YTD flows. SCHV performs better with 4.87% YTD performance, and +$162M in YTD flows. Run a side-by-side ETF comparison of MFSV and SCHV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MFSV vs SCHV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MFSV SCHV | -3.53%-3.63% | +2.83%+4.11% | +2.04%+4.87% | +11.46%+21.05% | n/a+57.48% | n/a+61.32% |
| Flows | MFSV SCHV | +$110M+$153M | +$176M+$211M | +$142M+$162M | +$299M+$1.02B | -+$1.12B | -+$1.85B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MFSV SCHV | +11.06%+10.96% | +14.65%+15.48% | n/a+12.85% | n/a+14.50% |
| Max drawdown | MFSV SCHV | -3.87%-3.71% | -10.90%-11.95% | n/a-15.13% | n/a-19.73% |
| Max drawdown duration | MFSV SCHV | 8d13d | 42d51d | n/a208d | n/a752d |
MFSV | SCHV | |
Last sale 3/12/2026 at 1:30 PM | $26.74 | $30.64 |
| Previous close 03/11/2026 | $26.93 | $31.04 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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MFSV | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MFSV | SCHV | |
|---|---|---|
| Last price | $26.74 | $30.64 |
| 1D performance | -0.72% | -1.29% |
| AuM | $356.91 M | $15.07 B |
| E/R | 0.44% | 0.04% |
MFSV | SCHV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | MFS | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 57 | 520 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 4, 2024 | December 11, 2009 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the MFSV and SCHV ETFs performed in 2026?
As of March 10, 2026, MFSV is up 2.04% year-to-date (YTD), while SCHV has returned 4.87%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: MFSV or SCHV?
Year-to-date, the MFSV ETF saw +$142M in flows, compared to +$162M for SCHV.
Which ETF is more volatile: MFSV or SCHV?
Over the past year, MFSV had a volatility of 14.65%, while SCHV experienced 15.48%.
Which ETF is bigger: MFSV or SCHV?
As of March 10, 2026, MFSV holds $356.91 M in assets under management (AUM), while SCHV manages $15.07 B.
What sectors do the MFSV and SCHV ETFs invest in?
MFSV leans toward sectors like Financials, Industrials and Health Care. Meanwhile, SCHV focuses on Financials, Information Technology and Industrials.
What are the top holdings of the MFSV ETF and SCHV ETF?
MFSV top holdings include JPMORGAN CHASE, MCKESSON and PROGRESSIVE. SCHV holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: MFSV or SCHV?
MFSV holds 57 securities with 40.51% of its assets in the top 15. SCHV has 553 securities and a top 15 weight of 24.14%.
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