BREE vs. BRIE

Last updated Jun 4, 2026

BREE (MFS Blended Research Emerging Markets Equity ETF) and BRIE (MFS Blended Research International Equity ETF) are both exchange-traded funds - BREE is a Emerging Markets Diversified fund actively managed by MFS, while BRIE is a Foreign Large Cap Equities fund actively managed by MFS. Both are actively managed. Their correlation of 0.92 suggests significant overlap in exposure. BREE charges 0.44%/yr vs 0.34%/yr for BRIE.

Performance

BREE vs. BRIE - Performance Comparison

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

Returns By Period

BREE

• 1D: -1.25%
• 1M: 10.36%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRIE

• 1D: -1.18%
• 1M: 5.18%
• YTD: 13.44%
• 6M: 15.92%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BREE vs. BRIE - Yearly Performance Comparison

	2026 (YTD)
BREE MFS Blended Research Emerging Markets Equity ETF	20.50%
BRIE MFS Blended Research International Equity ETF	8.95%

Correlation

The correlation between BREE and BRIE is 0.92, 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	0.92

Return for Risk

BREE vs. BRIE - Risk-Adjusted Trends Comparison

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

Sharpe Ratios by Period

	BREE	BRIE	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	4.18	2.11	+2.08

Drawdowns

BREE vs. BRIE - Drawdown Comparison

The maximum BREE drawdown since its inception was -7.70%, smaller than the maximum BRIE drawdown of -11.39%. Use the drawdown chart below to compare losses from any high point for BREE and BRIE.

Drawdown Indicators

	BREE	BRIE	Difference
Max Drawdown Largest peak-to-trough decline	-7.70%	-11.39%	+3.69%
Current Drawdown Current decline from peak	-1.25%	-1.18%	-0.07%
Average Drawdown Average peak-to-trough decline	-1.77%	-2.14%	+0.37%

Volatility

Volatility by Period

	BREE	BRIE	Difference
Volatility (1Y) Calculated over the trailing 1-year period	27.33%	17.53%	+9.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.33%	17.53%	+9.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.33%	17.53%	+9.80%

BREE vs. BRIE - Expense Ratio Comparison

BREE has a 0.44% expense ratio, which is higher than BRIE's 0.34% expense ratio.

Dividends

BREE vs. BRIE - Dividend Comparison

BREE has not paid dividends to shareholders, while BRIE's dividend yield for the trailing twelve months is around 0.24%.

Position	TTM	2025
BREE MFS Blended Research Emerging Markets Equity ETF	0.00%	0.00%
BRIE MFS Blended Research International Equity ETF	0.24%	0.27%

Frequently Asked Questions

Can I hold both BREE and BRIE in my portfolio?

With a correlation of 0.92, BREE and BRIE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BREE or BRIE?

On fees, BRIE is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BREE or BRIE?

BRIE is cheaper with a 0.34% expense ratio, compared with 0.44% for BREE.

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

BRIE has the higher dividend yield at 0.24%, compared with 0.00% for BREE.

What is the main difference between BREE and BRIE?

BREE is categorized as Emerging Markets Diversified, while BRIE is Foreign Large Cap Equities. Their fees differ too: 0.44% for BREE and 0.34% for BRIE.