BRIE vs. MFSB

Last updated Jun 25, 2026

BRIE (MFS Blended Research International Equity ETF) and MFSB (MFS Active Core Plus Bond ETF) are both exchange-traded funds - BRIE is a Foreign Large Cap Equities fund actively managed by MFS, while MFSB is a Intermediate Core-Plus Bond fund actively managed by MFS. Both are actively managed. At a 0.49 correlation, their price movements are largely independent. Both charge a 0.34% expense ratio.

Performance

BRIE vs. MFSB - Performance Comparison

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

Returns By Period

In the year-to-date period, BRIE achieves a 12.49% return, which is significantly higher than MFSB's 1.29% return.

BRIE

• 1D: -0.20%
• 1M: 1.60%
• YTD: 12.49%
• 6M: 12.28%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MFSB

• 1D: 0.34%
• 1M: 1.35%
• YTD: 1.29%
• 6M: 1.25%
• 1Y: 5.22%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BRIE vs. MFSB - Yearly Performance Comparison

	2026 (YTD)	2025
BRIE MFS Blended Research International Equity ETF	12.49%	6.54%
MFSB MFS Active Core Plus Bond ETF	1.29%	-0.01%

Correlation

The correlation between BRIE and MFSB is 0.49, 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 Oct 22, 2025	0.49

Return for Risk

BRIE vs. MFSB — Risk / Return Rank

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

BRIE

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

MFSB

MFSB Risk / Return Rank: 46
MFSB Sharpe Ratio Rank: 48
MFSB Sortino Ratio Rank: 50
MFSB Omega Ratio Rank: 45
MFSB Calmar Ratio Rank: 44
MFSB Martin Ratio Rank: 41

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.

BRIE vs. MFSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity ETF (BRIE) and MFS Active Core Plus Bond ETF (MFSB). 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.

	BRIE	MFSB	Difference
Sharpe ratio: Return per unit of total volatility	—	1.46	—
Sortino ratio: Return per unit of downside risk	—	2.16	—
Omega ratio: Gain probability vs. loss probability	—	1.25	—
Calmar ratio: Return relative to maximum drawdown	—	1.94	—
Martin ratio: Return relative to average drawdown	—	5.84	—

Drawdowns

BRIE vs. MFSB - Drawdown Comparison

The maximum BRIE drawdown since its inception was -11.39%, which is greater than MFSB's maximum drawdown of -3.19%. Use the drawdown chart below to compare losses from any high point for BRIE and MFSB.

Drawdown Indicators

	BRIE	MFSB	Difference
Max Drawdown Largest peak-to-trough decline	-11.39%	-3.19%	-8.20%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.71%	—
Current Drawdown Current decline from peak	-2.96%	-0.54%	-2.42%
Average Drawdown Average peak-to-trough decline	-2.10%	-0.83%	-1.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.89%	—

Volatility

Volatility by Period

	BRIE	MFSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.15%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.79%	—
Volatility (1Y) Calculated over the trailing 1-year period	18.38%	3.60%	+14.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.38%	4.22%	+14.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.38%	4.22%	+14.16%

BRIE vs. MFSB - Expense Ratio Comparison

Both BRIE and MFSB have an expense ratio of 0.34%.

Dividends

BRIE vs. MFSB - Dividend Comparison

BRIE's dividend yield for the trailing twelve months is around 0.24%, less than MFSB's 4.55% yield.

Position	TTM	2025	2024
BRIE MFS Blended Research International Equity ETF	0.24%	0.27%	0.00%
MFSB MFS Active Core Plus Bond ETF	4.55%	4.58%	0.37%

Frequently Asked Questions

Can I hold both BRIE and MFSB in my portfolio?

BRIE and MFSB have a correlation of 0.49, 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 MFSB?

Both ETFs have the same 0.34% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BRIE or MFSB?

BRIE and MFSB have the same expense ratio: 0.34% per year.

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

MFSB has the higher dividend yield at 4.55%, compared with 0.24% for BRIE.

What is the main difference between BRIE and MFSB?

BRIE is categorized as Foreign Large Cap Equities, while MFSB is Intermediate Core-Plus Bond.