BRIE vs. MFSV

Last updated Jun 24, 2026

BRIE (MFS Blended Research International Equity ETF) and MFSV (MFS Active Value ETF) are both exchange-traded funds - BRIE is a Foreign Large Cap Equities fund actively managed by MFS, while MFSV is a Large Cap Value Equities fund actively managed by MFS. Both are actively managed. A 0.57 correlation means they provide meaningful diversification when combined. BRIE charges 0.34%/yr vs 0.44%/yr for MFSV.

Performance

BRIE vs. MFSV - 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 Value ETF (MFSV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BRIE achieves a 12.72% return, which is significantly higher than MFSV's 7.33% return.

BRIE

• 1D: -2.77%
• 1M: 1.81%
• YTD: 12.72%
• 6M: 12.67%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MFSV

• 1D: -0.35%
• 1M: 2.09%
• YTD: 7.33%
• 6M: 6.48%
• 1Y: 15.59%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BRIE vs. MFSV - Yearly Performance Comparison

	2026 (YTD)	2025
BRIE MFS Blended Research International Equity ETF	12.72%	6.54%
MFSV MFS Active Value ETF	7.33%	1.98%

Correlation

The correlation between BRIE and MFSV is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 22, 2025	0.57

Return for Risk

BRIE vs. MFSV — 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.

MFSV

MFSV Risk / Return Rank: 49
MFSV Sharpe Ratio Rank: 47
MFSV Sortino Ratio Rank: 48
MFSV Omega Ratio Rank: 44
MFSV Calmar Ratio Rank: 54
MFSV Martin Ratio Rank: 53

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. MFSV - 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 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.

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	MFSV	Difference
Sharpe ratio: Return per unit of total volatility	—	1.50	—
Sortino ratio: Return per unit of downside risk	—	2.20	—
Omega ratio: Gain probability vs. loss probability	—	1.26	—
Calmar ratio: Return relative to maximum drawdown	—	2.47	—
Martin ratio: Return relative to average drawdown	—	8.46	—

Drawdowns

BRIE vs. MFSV - Drawdown Comparison

The maximum BRIE drawdown since its inception was -11.39%, smaller than the maximum MFSV drawdown of -12.74%. Use the drawdown chart below to compare losses from any high point for BRIE and MFSV.

Drawdown Indicators

	BRIE	MFSV	Difference
Max Drawdown Largest peak-to-trough decline	-11.39%	-12.74%	+1.35%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.34%	—
Current Drawdown Current decline from peak	-2.77%	-1.18%	-1.59%
Average Drawdown Average peak-to-trough decline	-2.09%	-1.87%	-0.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.85%	—

Volatility

Volatility by Period

	BRIE	MFSV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.19%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.82%	—
Volatility (1Y) Calculated over the trailing 1-year period	18.43%	10.47%	+7.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.43%	13.68%	+4.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.43%	13.68%	+4.75%

BRIE vs. MFSV - Expense Ratio Comparison

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

Dividends

BRIE vs. MFSV - Dividend Comparison

BRIE's dividend yield for the trailing twelve months is around 0.24%, less than MFSV's 1.47% yield.

Position	TTM	2025	2024
BRIE MFS Blended Research International Equity ETF	0.24%	0.27%	0.00%
MFSV MFS Active Value ETF	1.47%	1.53%	0.11%

Frequently Asked Questions

Can I hold both BRIE and MFSV in my portfolio?

BRIE and MFSV have a correlation of 0.57, 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 MFSV?

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 MFSV?

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

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

MFSV has the higher dividend yield at 1.47%, compared with 0.24% for BRIE.

What is the main difference between BRIE and MFSV?

BRIE is categorized as Foreign Large Cap Equities, while MFSV is Large Cap Value Equities. Their fees differ too: 0.34% for BRIE and 0.44% for MFSV.