BRCE vs. BREE

Last updated Jun 5, 2026

BRCE (MFS Blended Research Core Equity ETF) and BREE (MFS Blended Research Emerging Markets Equity ETF) are both exchange-traded funds - BRCE is a Large Cap Blend Equities fund actively managed by MFS, while BREE is a Emerging Markets Diversified fund actively managed by MFS. Both are actively managed. Their correlation of 0.82 suggests significant overlap in exposure. BRCE charges 0.24%/yr vs 0.44%/yr for BREE.

Performance

BRCE vs. BREE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Blended Research Core Equity ETF (BRCE) and MFS Blended Research Emerging Markets Equity ETF (BREE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BRCE

• 1D: 0.46%
• 1M: 4.31%
• YTD: 12.37%
• 6M: 12.96%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BREE

• 1D: -0.76%
• 1M: 7.53%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRCE vs. BREE - Yearly Performance Comparison

	2026 (YTD)
BRCE MFS Blended Research Core Equity ETF	10.71%
BREE MFS Blended Research Emerging Markets Equity ETF	19.58%

Correlation

The correlation between BRCE and BREE is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 6, 2026	0.82

Return for Risk

BRCE vs. BREE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity ETF (BRCE) and MFS Blended Research Emerging Markets Equity ETF (BREE). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BRCE	BREE	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.88	3.87	-2.00

Drawdowns

BRCE vs. BREE - Drawdown Comparison

The maximum BRCE drawdown since its inception was -8.77%, which is greater than BREE's maximum drawdown of -7.70%. Use the drawdown chart below to compare losses from any high point for BRCE and BREE.

Drawdown Indicators

	BRCE	BREE	Difference
Max Drawdown Largest peak-to-trough decline	-8.77%	-7.70%	-1.07%
Current Drawdown Current decline from peak	-0.39%	-2.00%	+1.61%
Average Drawdown Average peak-to-trough decline	-1.55%	-1.78%	+0.23%

Volatility

Volatility by Period

	BRCE	BREE	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.11%	27.19%	-13.08%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.11%	27.19%	-13.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.11%	27.19%	-13.08%

BRCE vs. BREE - Expense Ratio Comparison

BRCE has a 0.24% expense ratio, which is lower than BREE's 0.44% expense ratio.

Dividends

BRCE vs. BREE - Dividend Comparison

BRCE's dividend yield for the trailing twelve months is around 0.34%, while BREE has not paid dividends to shareholders.

Position	TTM	2025
BRCE MFS Blended Research Core Equity ETF	0.34%	0.19%
BREE MFS Blended Research Emerging Markets Equity ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both BRCE and BREE in my portfolio?

BRCE and BREE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BRCE or BREE?

On fees, BRCE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BRCE or BREE?

BRCE is cheaper with a 0.24% expense ratio, compared with 0.44% for BREE.

Which ETF pays a higher dividend yield, BRCE or BREE?

BRCE has the higher dividend yield at 0.34%, compared with 0.00% for BREE.

What is the main difference between BRCE and BREE?

BRCE is categorized as Large Cap Blend Equities, while BREE is Emerging Markets Diversified. Their fees differ too: 0.24% for BRCE and 0.44% for BREE.