BRCE vs. BRSM

Last updated Aug 1, 2026

BRCE (MFS Blended Research Core Equity ETF) and BRSM (MFS Blended Research Small-Mid Cap ETF) are both exchange-traded funds - BRCE is a Large Cap Blend Equities fund actively managed by MFS, while BRSM is a Mid Cap Blend Equities fund actively managed by MFS. Both are actively managed. Their 0.73 correlation means they have sometimes moved together and sometimes differently. BRCE charges 0.24%/yr vs 0.38%/yr for BRSM.

Performance

BRCE vs. BRSM - 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 Small-Mid Cap ETF (BRSM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BRCE

• 1D: 0.69%
• 1M: 1.38%
• 6M: 11.17%
• YTD: 14.35%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

BRSM

• 1D: -0.49%
• 1M: -1.22%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BRCE MFS Blended Research Core Equity ETF	$4.38K	$9.51K	$34.09K
BRSM MFS Blended Research Small-Mid Cap ETF	$110.85K	$221.25K	$782.10K

BRCE vs. BRSM - Yearly Performance Comparison

	2026 (YTD)
BRCE MFS Blended Research Core Equity ETF	2.23%
BRSM MFS Blended Research Small-Mid Cap ETF	1.56%

Correlation

The correlation between BRCE and BRSM is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 4, 2026	0.73

Return for Risk

BRCE vs. BRSM - 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 Small-Mid Cap ETF (BRSM). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

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

Drawdowns

BRCE vs. BRSM - Drawdown Comparison

The maximum BRCE drawdown since its inception was -8.77%, which is greater than BRSM's maximum drawdown of -3.25%. Use the drawdown chart below to compare losses from any high point for BRCE and BRSM.

Drawdown Indicators

	BRCE	BRSM	Difference
Max Drawdown Largest peak-to-trough decline	-8.77%	-3.25%	-5.52%
Current Drawdown Current decline from peak	-0.65%	-2.57%	+1.92%
Average Drawdown Average peak-to-trough decline	-1.47%	-1.40%	-0.07%

Volatility

Volatility by Period

	BRCE	BRSM	Difference
Volatility (1Y) Calculated over the trailing 1-year period	14.19%	16.88%	-2.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.19%	16.88%	-2.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.19%	16.88%	-2.69%

BRCE vs. BRSM - Expense Ratio Comparison

BRCE has a 0.24% expense ratio, which is lower than BRSM's 0.38% expense ratio.

Dividends

BRCE vs. BRSM - Dividend Comparison

BRCE's dividend yield for the trailing twelve months is around 0.51%, while BRSM has not paid dividends to shareholders.

Position	TTM	2025
BRCE MFS Blended Research Core Equity ETF	0.51%	0.19%
BRSM MFS Blended Research Small-Mid Cap ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both BRCE and BRSM in my portfolio?

BRCE and BRSM have a correlation of 0.73, 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 BRSM?

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 BRSM?

BRCE is cheaper with a 0.24% expense ratio, compared with 0.38% for BRSM.

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

BRCE has the higher dividend yield at 0.51%, compared with 0.00% for BRSM.

What is the main difference between BRCE and BRSM?

BRCE is categorized as Large Cap Blend Equities, while BRSM is Mid Cap Blend Equities. Their fees differ too: 0.24% for BRCE and 0.38% for BRSM.