BRIE vs. BRSM

Last updated Jul 11, 2026

BRIE (MFS Blended Research International Equity ETF) and BRSM (MFS Blended Research Small-Mid Cap ETF) are both exchange-traded funds - BRIE is a Foreign Large Cap Equities fund actively managed by MFS, while BRSM is a Mid Cap Blend Equities fund actively managed by MFS. Both are actively managed. Their correlation of 0.88 suggests significant overlap in exposure. BRIE charges 0.34%/yr vs 0.38%/yr for BRSM.

Performance

BRIE vs. BRSM - 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 Small-Mid Cap ETF (BRSM). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BRIE

• 1D: 0.27%
• 1M: 0.47%
• 6M: 10.48%
• YTD: 13.81%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRSM

• 1D: -0.05%
• 1M: 2.67%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BRIE vs. BRSM - Yearly Performance Comparison

	2026 (YTD)
BRIE MFS Blended Research International Equity ETF	0.33%
BRSM MFS Blended Research Small-Mid Cap ETF	2.71%

Correlation

The correlation between BRIE and BRSM is 0.88, 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 Jun 4, 2026	0.88

Return for Risk

BRIE vs. BRSM - 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 Small-Mid Cap ETF (BRSM). 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.

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

Drawdowns

BRIE vs. BRSM - Drawdown Comparison

The maximum BRIE drawdown since its inception was -11.39%, which is greater than BRSM's maximum drawdown of -3.25%. Use the drawdown chart below to compare losses from any high point for BRIE and BRSM.

Drawdown Indicators

	BRIE	BRSM	Difference
Max Drawdown Largest peak-to-trough decline	-11.39%	-3.25%	-8.14%
Current Drawdown Current decline from peak	-1.82%	-1.46%	-0.36%
Average Drawdown Average peak-to-trough decline	-2.10%	-1.01%	-1.09%

Volatility

Volatility by Period

	BRIE	BRSM	Difference
Volatility (1Y) Calculated over the trailing 1-year period	18.20%	19.63%	-1.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.20%	19.63%	-1.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.20%	19.63%	-1.43%

BRIE vs. BRSM - Expense Ratio Comparison

BRIE has a 0.34% expense ratio, which is lower than BRSM's 0.38% expense ratio.

Dividends

BRIE vs. BRSM - Dividend Comparison

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

Position	TTM	2025
BRIE MFS Blended Research International Equity ETF	0.24%	0.27%
BRSM MFS Blended Research Small-Mid Cap ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both BRIE and BRSM in my portfolio?

BRIE and BRSM have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BRIE or BRSM?

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 BRSM?

BRIE is cheaper with a 0.34% expense ratio, compared with 0.38% for BRSM.

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

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

What is the main difference between BRIE and BRSM?

BRIE is categorized as Foreign Large Cap Equities, while BRSM is Mid Cap Blend Equities. Their fees differ too: 0.34% for BRIE and 0.38% for BRSM.