JLVP vs MFSV
JPMorgan US Large Cap Value Plus ETF vs MFS Active Value ETF
Which is better, JLVP or MFSV?
MFSV costs less.
MFSV has a lower expense ratio.
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 | JLVP | MFSV |
|---|---|---|
| Expense Ratio | 1.05% | 0.44%Best |
| AUM | $28M | $618M |
| Dividend Yield | 0.00% | 1.41% |
| Holdings | 154 | 64 |
| YTD Return | +1.10% | +9.21%Best |
| 1Y Return | - | +12.64% |
| Fund Family | J.P. Morgan Asset Management | MFS Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 30, 2026 | Dec 5, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
JLVP vs MFSV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JLVP vs MFSV Performance
JPMorgan US Large Cap Value Plus ETF (JLVP) is an ETF from J.P. Morgan Asset Management and MFS Active Value ETF (MFSV) is an ETF from MFS Investment Management. Year to date, JLVP is up 1.10% versus a gain of 9.21% for MFSV.
Past performance does not guarantee future results.
Fees and Cost Over Time
JLVP charges 1.05% per year while MFSV charges 0.44%. On a $10,000 position that is $105 vs $44 annually, a gap of $61 per year that compounds over a long holding period. On income, JLVP currently yields 0.00% against 1.41% for MFSV.
Holdings Overlap
At least 47.7% of MFSV's money is in holdings JLVP also owns.
Only one direction is shown: for JLVP, our book for it lists positions totalling 132.0% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
22 positions in common, counted across the 153 positions we hold weights for in JLVP and 60 in MFSV, against full books of 154 and 64.
Top Shared Holdings
| Stock | Weight in JLVP | Weight in MFSV | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 8.99% | 5.28% | 3.71% |
| MSFTMicrosoft Corp | 6.60% | 5.35% | 1.25% |
| AAPLApple, Inc | 2.59% | 3.09% | 0.50% |
| BACBank Of America Corp | 2.71% | 2.25% | 0.46% |
| WFCWells Fargo & Co. | 2.30% | 1.95% | 0.35% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.02% | 3.04% | 2.02% |
| CICigna Corp. | 1.23% | 2.75% | 1.52% |
| COPConocophillips Common Stock USD 0.01 | 1.55% | 2.14% | 0.59% |
| PGRProgressive Corporation | 1.51% | 1.93% | 0.42% |
| ABBVAbbvie Inc. | 1.72% | 1.48% | 0.24% |
47.7% of MFSV is already inside JLVP.
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, JLVP or MFSV?
JLVP has an expense ratio of 1.05% while MFSV charges 0.44%. MFSV is the cheaper option, by $61 a year on a $10,000 investment.
What is the holdings overlap between JLVP and MFSV?
At least 47.7% of MFSV's money is in holdings JLVP also owns. Our book for JLVP is partial, so the real figure is this or higher. They hold 22 positions in common, counted across the 153 positions we hold weights for in JLVP and 60 in MFSV.
Which pays a higher dividend, JLVP or MFSV?
JLVP yields 0.00% while MFSV yields 1.41%, so MFSV currently pays the higher dividend yield.
Is MFSV better than JLVP?
MFSV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.