BRCE vs. MFSI

Last updated Aug 1, 2026

BRCE (MFS Blended Research Core Equity ETF) and MFSI (MFS Active International ETF) are both exchange-traded funds - BRCE is a Large Cap Blend Equities fund actively managed by MFS, while MFSI is a Foreign Large Cap Equities fund actively managed by MFS. Both are actively managed. Their correlation of 0.81 means they have usually moved in the same direction. BRCE charges 0.24%/yr vs 0.59%/yr for MFSI.

Performance

BRCE vs. MFSI - Performance Comparison

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

Returns By Period

In the year-to-date period, BRCE achieves a 14.35% return, which is significantly higher than MFSI's 9.70% return.

BRCE

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

MFSI

• 1D: -0.23%
• 1M: 2.78%
• 6M: 7.40%
• YTD: 9.70%
• 1Y: 21.20%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 19.34%

*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
MFSI MFS Active International ETF	$6.35M	$6.69M	$6.66M

BRCE vs. MFSI - Yearly Performance Comparison

	2026 (YTD)	2025
BRCE MFS Blended Research Core Equity ETF	14.35%	2.04%
MFSI MFS Active International ETF	9.70%	3.34%

Correlation

The correlation between BRCE and MFSI is 0.81, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 22, 2025	0.81

Return for Risk

BRCE vs. MFSI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BRCE

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

MFSI

MFSI Risk / Return Rank: 53
MFSI Sharpe Ratio Rank: 54
MFSI Sortino Ratio Rank: 53
MFSI Omega Ratio Rank: 52
MFSI Calmar Ratio Rank: 50
MFSI Martin Ratio Rank: 57

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BRCE vs. MFSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Core Equity ETF (BRCE) and MFS Active International ETF (MFSI). 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.

	BRCE	MFSI	Difference
Sharpe ratio: Return per unit of total volatility	—	1.32	—
Sortino ratio: Return per unit of downside risk	—	1.90	—
Omega ratio: Gain probability vs. loss probability	—	1.24	—
Calmar ratio: Return relative to maximum drawdown	—	1.80	—
Martin ratio: Return relative to average drawdown	—	6.83	—

Drawdowns

BRCE vs. MFSI - Drawdown Comparison

The maximum BRCE drawdown since its inception was -8.77%, smaller than the maximum MFSI drawdown of -13.67%. Use the drawdown chart below to compare losses from any high point for BRCE and MFSI.

Drawdown Indicators

	BRCE	MFSI	Difference
Max Drawdown Largest peak-to-trough decline	-8.77%	-13.67%	+4.90%
Max Drawdown (1Y) Largest decline over 1 year	—	-11.17%	—
Current Drawdown Current decline from peak	-0.65%	-0.23%	-0.42%
Average Drawdown Average peak-to-trough decline	-1.47%	-1.94%	+0.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.95%	—

Volatility

Volatility by Period

	BRCE	MFSI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.42%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.23%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.19%	15.29%	-1.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.19%	16.33%	-2.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.19%	16.33%	-2.14%

BRCE vs. MFSI - Expense Ratio Comparison

BRCE has a 0.24% expense ratio, which is lower than MFSI's 0.59% expense ratio.

Dividends

BRCE vs. MFSI - Dividend Comparison

BRCE's dividend yield for the trailing twelve months is around 0.51%, less than MFSI's 0.75% yield.

Position	TTM	2025
BRCE MFS Blended Research Core Equity ETF	0.51%	0.19%
MFSI MFS Active International ETF	0.75%	0.81%

Frequently Asked Questions

Can I hold both BRCE and MFSI in my portfolio?

BRCE and MFSI 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.

Which ETF is better, BRCE or MFSI?

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 MFSI?

BRCE is cheaper with a 0.24% expense ratio, compared with 0.59% for MFSI.

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

MFSI has the higher dividend yield at 0.75%, compared with 0.51% for BRCE.

What is the main difference between BRCE and MFSI?

BRCE is categorized as Large Cap Blend Equities, while MFSI is Foreign Large Cap Equities. Their fees differ too: 0.24% for BRCE and 0.59% for MFSI.