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BRCE vs. BRIE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BRCE vs. BRIE - 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 International Equity ETF (BRIE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BRCE achieves a 12.81% return, which is significantly lower than BRIE's 14.80% return.


BRCE

1D
0.08%
1M
5.21%
YTD
12.81%
6M
14.11%
1Y
3Y*
5Y*
10Y*

BRIE

1D
0.86%
1M
5.48%
YTD
14.80%
6M
17.61%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRCE vs. BRIE - Yearly Performance Comparison


Correlation

The correlation between BRCE and BRIE is 0.81, 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 Oct 23, 2025

0.81

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Return for Risk

BRCE vs. BRIE - 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 International Equity ETF (BRIE). 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.

BRCE vs. BRIE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BRCEBRIEDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.96

2.28

-0.32

Drawdowns

BRCE vs. BRIE - Drawdown Comparison

The maximum BRCE drawdown since its inception was -8.77%, smaller than the maximum BRIE drawdown of -11.39%. Use the drawdown chart below to compare losses from any high point for BRCE and BRIE.


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Drawdown Indicators


BRCEBRIEDifference

Max Drawdown

Largest peak-to-trough decline

-8.77%

-11.39%

+2.62%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.56%

-2.15%

+0.59%

Volatility

BRCE vs. BRIE - Volatility Comparison


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Volatility by Period


BRCEBRIEDifference

Volatility (1Y)

Calculated over the trailing 1-year period

14.14%

17.50%

-3.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.14%

17.50%

-3.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.14%

17.50%

-3.36%

BRCE vs. BRIE - Expense Ratio Comparison

BRCE has a 0.24% expense ratio, which is lower than BRIE's 0.34% expense ratio.


Dividends

BRCE vs. BRIE - Dividend Comparison

BRCE's dividend yield for the trailing twelve months is around 0.34%, more than BRIE's 0.24% yield.


Frequently Asked Questions


BRCE and BRIE have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

BRCE is cheaper with a 0.24% expense ratio, compared with 0.34% for BRIE.

BRCE has the higher dividend yield at 0.34%, compared with 0.24% for BRIE.

BRCE is categorized as Large Cap Blend Equities, while BRIE is Foreign Large Cap Equities. Their fees differ too: 0.24% for BRCE and 0.34% for BRIE.

Portfolio Optimizer

Find the right allocation for BRCE and BRIE

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