PortfoliosLab logoPortfoliosLab logo
BRCE vs. CVSE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BRCE vs. CVSE - Performance Comparison

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

Loading charts...

Returns By Period


BRCE

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

CVSE

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
9.15%
3Y*
13.34%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BRCE vs. CVSE - Yearly Performance Comparison


2026 (YTD)2025
BRCE
MFS Blended Research Core Equity ETF
12.81%2.68%
CVSE
Calvert US Select Equity ETF
0.00%0.00%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BRCE vs. CVSE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRCE

CVSE
CVSE Risk / Return Rank: 5050
Overall Rank
CVSE Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
CVSE Sortino Ratio Rank: 4242
Sortino Ratio Rank
CVSE Omega Ratio Rank: 7474
Omega Ratio Rank
CVSE Calmar Ratio Rank: 5757
Calmar Ratio Rank
CVSE Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRCE vs. CVSE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity ETF (BRCE) and Calvert US Select Equity ETF (CVSE). 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. CVSE - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


BRCECVSEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

Sharpe Ratio (All Time)

Calculated using the full available price history

1.96

0.92

+1.04

Drawdowns

BRCE vs. CVSE - Drawdown Comparison

The maximum BRCE drawdown since its inception was -8.77%, smaller than the maximum CVSE drawdown of -20.29%. Use the drawdown chart below to compare losses from any high point for BRCE and CVSE.


Loading charts...

Drawdown Indicators


BRCECVSEDifference

Max Drawdown

Largest peak-to-trough decline

-8.77%

-20.29%

+11.52%

Max Drawdown (1Y)

Largest decline over 1 year

-3.08%

Max Drawdown (3Y)

Largest decline over 3 years

-20.29%

Current Drawdown

Current decline from peak

0.00%

-1.68%

+1.68%

Average Drawdown

Average peak-to-trough decline

-1.56%

-2.69%

+1.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.42%

Volatility

BRCE vs. CVSE - Volatility Comparison


Loading charts...

Volatility by Period


BRCECVSEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

0.00%

Volatility (1Y)

Calculated over the trailing 1-year period

14.14%

6.49%

+7.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.14%

13.88%

+0.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.14%

13.88%

+0.26%

BRCE vs. CVSE - Expense Ratio Comparison

BRCE has a 0.24% expense ratio, which is lower than CVSE's 0.29% expense ratio.


Dividends

BRCE vs. CVSE - Dividend Comparison

BRCE's dividend yield for the trailing twelve months is around 0.34%, less than CVSE's 0.59% yield.


PositionTTM202520242023
BRCE
MFS Blended Research Core Equity ETF
0.34%0.19%0.00%0.00%
CVSE
Calvert US Select Equity ETF
0.59%0.81%1.05%1.22%

Frequently Asked Questions


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 0.29% for CVSE.

CVSE has the higher dividend yield at 0.59%, compared with 0.34% for BRCE.

They also come from different issuers: MFS and Calvert. Their fees differ too: 0.24% for BRCE and 0.29% for CVSE.

Portfolio Optimizer

Find the right allocation for BRCE and CVSE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer