BREE vs. MFSI
BREE (MFS Blended Research Emerging Markets Equity ETF) and MFSI (MFS Active International ETF) are both exchange-traded funds - BREE is a Emerging Markets Equities fund actively managed by MFS, while MFSI is a Foreign Large Cap Equities fund actively managed by MFS. Both are actively managed. Their 0.78 correlation means they have sometimes moved together and sometimes differently. BREE charges 0.44%/yr vs 0.59%/yr for MFSI.
Performance
BREE vs. MFSI - Performance Comparison
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Returns By Period
BREE
- 1D
- 1.87%
- 1M
- -1.44%
- 6M
- —
- YTD
- —
- 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%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $14.86K | $23.21K | $47.24K | |
| $6.35M | $6.69M | $6.66M |
BREE vs. MFSI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BREE MFS Blended Research Emerging Markets Equity ETF | 5.43% |
MFSI MFS Active International ETF | 7.61% |
Correlation
The correlation between BREE and MFSI is 0.78, 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 Mar 5, 2026 | 0.78 |
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Return for Risk
BREE vs. MFSI — Risk / Return Rank
BREE
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MFSI
BREE vs. MFSI - 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 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.
| BREE | MFSI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.80 | — |
| Martin ratioReturn relative to average drawdown | — | 6.83 | — |
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Drawdowns
BREE vs. MFSI - Drawdown Comparison
The maximum BREE drawdown since its inception was -12.97%, smaller than the maximum MFSI drawdown of -13.67%. Use the drawdown chart below to compare losses from any high point for BREE and MFSI.
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Drawdown Indicators
| BREE | MFSI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.97% | -13.67% | +0.70% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.17% | — |
Current DrawdownCurrent decline from peak | -8.75% | -0.23% | -8.52% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -1.94% | -2.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.95% | — |
Volatility
BREE vs. MFSI - Volatility Comparison
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Volatility by Period
| BREE | 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 | 32.95% | 15.29% | +17.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.95% | 16.33% | +16.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.95% | 16.33% | +16.62% |
BREE vs. MFSI - Expense Ratio Comparison
BREE has a 0.44% expense ratio, which is lower than MFSI's 0.59% expense ratio.
Dividends
BREE vs. MFSI - Dividend Comparison
BREE has not paid dividends to shareholders, while MFSI's dividend yield for the trailing twelve months is around 0.75%.
| Position | TTM | 2025 |
|---|---|---|
BREE MFS Blended Research Emerging Markets Equity ETF | 0.00% | 0.00% |
MFSI MFS Active International ETF | 0.75% | 0.81% |
Frequently Asked Questions
BREE and MFSI have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BREE is cheaper at 0.44% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BREE is cheaper with a 0.44% expense ratio, compared with 0.59% for MFSI.
MFSI has the higher dividend yield at 0.75%, compared with 0.00% for BREE.
BREE is categorized as Emerging Markets Equities, while MFSI is Foreign Large Cap Equities. Their fees differ too: 0.44% for BREE and 0.59% for MFSI.
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