BREE vs. MFSV

Last updated Jun 4, 2026

BREE (MFS Blended Research Emerging Markets Equity ETF) and MFSV (MFS Active Value ETF) are both exchange-traded funds - BREE is a Emerging Markets Diversified fund actively managed by MFS, while MFSV is a Large Cap Value Equities fund actively managed by MFS. Both are actively managed. At a 0.38 correlation, their price movements are largely independent. Both charge a 0.44% expense ratio.

Performance

BREE vs. MFSV - 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 Active Value ETF (MFSV). 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*: —

MFSV

• 1D: -0.29%
• 1M: 0.36%
• YTD: 4.53%
• 6M: 5.79%
• 1Y: 12.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BREE vs. MFSV - Yearly Performance Comparison

	2026 (YTD)
BREE MFS Blended Research Emerging Markets Equity ETF	20.50%
MFSV MFS Active Value ETF	0.80%

Correlation

The correlation between BREE and MFSV is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 6, 2026	0.38

Return for Risk

BREE vs. MFSV — Risk / Return Rank

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

MFSV

MFSV Risk / Return Rank: 38
MFSV Sharpe Ratio Rank: 36
MFSV Sortino Ratio Rank: 36
MFSV Omega Ratio Rank: 34
MFSV Calmar Ratio Rank: 42
MFSV Martin Ratio Rank: 44

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.

BREE vs. MFSV - 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 Value ETF (MFSV). 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	MFSV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.26	—
Sharpe Ratio (All Time) Calculated using the full available price history	4.18	0.64	+3.54

Drawdowns

BREE vs. MFSV - Drawdown Comparison

The maximum BREE drawdown since its inception was -7.70%, smaller than the maximum MFSV drawdown of -12.74%. Use the drawdown chart below to compare losses from any high point for BREE and MFSV.

Drawdown Indicators

	BREE	MFSV	Difference
Max Drawdown Largest peak-to-trough decline	-7.70%	-12.74%	+5.04%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.34%	—
Current Drawdown Current decline from peak	-1.25%	-1.45%	+0.20%
Average Drawdown Average peak-to-trough decline	-1.77%	-1.93%	+0.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.85%	—

Volatility

Volatility by Period

	BREE	MFSV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.30%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.59%	—
Volatility (1Y) Calculated over the trailing 1-year period	27.33%	10.21%	+17.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.33%	13.73%	+13.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.33%	13.73%	+13.60%

BREE vs. MFSV - Expense Ratio Comparison

Both BREE and MFSV have an expense ratio of 0.44%.

Dividends

BREE vs. MFSV - Dividend Comparison

BREE has not paid dividends to shareholders, while MFSV's dividend yield for the trailing twelve months is around 1.51%.

Position	TTM	2025	2024
BREE MFS Blended Research Emerging Markets Equity ETF	0.00%	0.00%	0.00%
MFSV MFS Active Value ETF	1.51%	1.53%	0.11%

Frequently Asked Questions

Can I hold both BREE and MFSV in my portfolio?

BREE and MFSV have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BREE or MFSV?

Both ETFs have the same 0.44% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BREE or MFSV?

BREE and MFSV have the same expense ratio: 0.44% per year.

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

MFSV has the higher dividend yield at 1.51%, compared with 0.00% for BREE.

What is the main difference between BREE and MFSV?

BREE is categorized as Emerging Markets Diversified, while MFSV is Large Cap Value Equities.