BMSLX vs. IJR
Compare and contrast key facts about MFS Blended Research Mid Cap Equity Fund (BMSLX) and iShares Core S&P Small-Cap ETF (IJR).
BMSLX is managed by MFS. It was launched on Aug 19, 2016. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Performance
BMSLX vs. IJR - Performance Comparison
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BMSLX vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMSLX MFS Blended Research Mid Cap Equity Fund | 0.41% | 8.08% | 19.25% | 19.81% | -13.70% | 26.54% | 10.44% | 30.21% | -11.11% | 18.04% |
IJR iShares Core S&P Small-Cap ETF | 4.11% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
Returns By Period
In the year-to-date period, BMSLX achieves a 0.41% return, which is significantly lower than IJR's 4.11% return.
BMSLX
- 1D
- 2.76%
- 1M
- -5.47%
- YTD
- 0.41%
- 6M
- -0.63%
- 1Y
- 11.68%
- 3Y*
- 14.03%
- 5Y*
- 8.92%
- 10Y*
- —
IJR
- 1D
- 0.49%
- 1M
- -4.18%
- YTD
- 4.11%
- 6M
- 5.47%
- 1Y
- 20.83%
- 3Y*
- 10.67%
- 5Y*
- 4.19%
- 10Y*
- 9.88%
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BMSLX vs. IJR - Expense Ratio Comparison
BMSLX has a 0.59% expense ratio, which is higher than IJR's 0.06% expense ratio.
Return for Risk
BMSLX vs. IJR — Risk / Return Rank
BMSLX
IJR
BMSLX vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Mid Cap Equity Fund (BMSLX) and iShares Core S&P Small-Cap ETF (IJR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BMSLX | IJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.92 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.43 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.42 | -0.54 |
Martin ratioReturn relative to average drawdown | 3.53 | 5.73 | -2.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMSLX | IJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.92 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.20 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.42 | +0.12 |
Correlation
The correlation between BMSLX and IJR is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BMSLX vs. IJR - Dividend Comparison
BMSLX's dividend yield for the trailing twelve months is around 3.07%, more than IJR's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSLX MFS Blended Research Mid Cap Equity Fund | 3.07% | 3.08% | 10.98% | 2.32% | 5.15% | 23.06% | 0.94% | 4.90% | 8.27% | 2.63% | 0.47% | 0.00% |
IJR iShares Core S&P Small-Cap ETF | 1.28% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Drawdowns
BMSLX vs. IJR - Drawdown Comparison
The maximum BMSLX drawdown since its inception was -41.06%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for BMSLX and IJR.
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Drawdown Indicators
| BMSLX | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.06% | -58.15% | +17.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -14.85% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -22.28% | -28.02% | +5.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.36% | — |
Current DrawdownCurrent decline from peak | -6.65% | -5.26% | -1.39% |
Average DrawdownAverage peak-to-trough decline | -5.12% | -9.34% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.68% | -0.11% |
Volatility
BMSLX vs. IJR - Volatility Comparison
The current volatility for MFS Blended Research Mid Cap Equity Fund (BMSLX) is 5.90%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 6.25%. This indicates that BMSLX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMSLX | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 6.25% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 10.98% | 12.99% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.06% | 22.66% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.41% | 21.51% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.82% | 22.91% | -3.09% |