BRIE vs. BREE

Last updated Jun 4, 2026

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

Performance

BRIE vs. BREE - Performance Comparison

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

Returns By Period

BRIE

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

BREE

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

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

BRIE vs. BREE - Yearly Performance Comparison

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

Correlation

The correlation between BRIE and BREE 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

BRIE vs. BREE - Risk-Adjusted Trends Comparison

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

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

Drawdowns

BRIE vs. BREE - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

Volatility by Period

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

BRIE vs. BREE - Expense Ratio Comparison

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

Dividends

BRIE vs. BREE - Dividend Comparison

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

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 BRIE and BREE in my portfolio?

With a correlation of 0.92, BRIE and BREE 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, BRIE or BREE?

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, BRIE or BREE?

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

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

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

What is the main difference between BRIE and BREE?

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