BRSM vs. BRCE

Last updated Jul 28, 2026

BRSM (MFS Blended Research Small-Mid Cap ETF) and BRCE (MFS Blended Research Core Equity ETF) are both exchange-traded funds - BRSM is a Mid Cap Blend Equities fund actively managed by MFS, while BRCE is a Large Cap Blend Equities fund actively managed by MFS. Both are actively managed. Their 0.73 correlation means they have sometimes moved together and sometimes differently. BRSM charges 0.38%/yr vs 0.24%/yr for BRCE.

Performance

BRSM vs. BRCE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MFS Blended Research Small-Mid Cap ETF (BRSM) and MFS Blended Research Core Equity ETF (BRCE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BRSM

• 1D: 0.44%
• 1M: -0.54%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

BRCE

• 1D: 0.05%
• 1M: 2.36%
• 6M: 9.88%
• YTD: 13.17%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BRCE MFS Blended Research Core Equity ETF	$12.61K	$19.53K	$35.64K
BRSM MFS Blended Research Small-Mid Cap ETF	$230.40K	$287.28K	$868.97K

BRSM vs. BRCE - Yearly Performance Comparison

	2026 (YTD)
BRSM MFS Blended Research Small-Mid Cap ETF	2.26%
BRCE MFS Blended Research Core Equity ETF	1.17%

Correlation

The correlation between BRSM and BRCE is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 4, 2026	0.73

Return for Risk

BRSM vs. BRCE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Small-Mid Cap ETF (BRSM) and MFS Blended Research Core Equity ETF (BRCE). 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

BRSM vs. BRCE - Drawdown Comparison

The maximum BRSM drawdown since its inception was -3.25%, smaller than the maximum BRCE drawdown of -8.77%. Use the drawdown chart below to compare losses from any high point for BRSM and BRCE.

Drawdown Indicators

	BRSM	BRCE	Difference
Max Drawdown Largest peak-to-trough decline	-3.25%	-8.77%	+5.52%
Current Drawdown Current decline from peak	-1.90%	-1.68%	-0.22%
Average Drawdown Average peak-to-trough decline	-1.29%	-1.47%	+0.18%

Volatility

Volatility by Period

	BRSM	BRCE	Difference
Volatility (1Y) Calculated over the trailing 1-year period	16.98%	14.11%	+2.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.98%	14.11%	+2.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.98%	14.11%	+2.87%

BRSM vs. BRCE - Expense Ratio Comparison

BRSM has a 0.38% expense ratio, which is higher than BRCE's 0.24% expense ratio.

Dividends

BRSM vs. BRCE - Dividend Comparison

BRSM has not paid dividends to shareholders, while BRCE's dividend yield for the trailing twelve months is around 0.52%.

Position	TTM	2025
BRCE MFS Blended Research Core Equity ETF	0.52%	0.19%
BRSM MFS Blended Research Small-Mid Cap ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both BRSM and BRCE in my portfolio?

BRSM and BRCE have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BRSM or BRCE?

On fees, BRCE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BRSM or BRCE?

BRCE is cheaper with a 0.24% expense ratio, compared with 0.38% for BRSM.

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

BRCE has the higher dividend yield at 0.52%, compared with 0.00% for BRSM.

What is the main difference between BRSM and BRCE?

BRSM is categorized as Mid Cap Blend Equities, while BRCE is Large Cap Blend Equities. Their fees differ too: 0.38% for BRSM and 0.24% for BRCE.