BRSM vs. BREE
BRSM (MFS Blended Research Small-Mid Cap ETF) and BREE (MFS Blended Research Emerging Markets Equity ETF) are both exchange-traded funds - BRSM is a Mid Cap Blend Equities fund actively managed by MFS, while BREE is a Emerging Markets Equities fund actively managed by MFS. Both are actively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. BRSM charges 0.38%/yr vs 0.44%/yr for BREE.
Performance
BRSM vs. BREE - Performance Comparison
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Returns By Period
BRSM
- 1D
- 0.44%
- 1M
- -0.54%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BREE
- 1D
- 0.81%
- 1M
- -4.53%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $20.01K | $27.34K | $47.48K | |
| $230.40K | $287.28K | $868.97K |
BRSM vs. BREE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BRSM MFS Blended Research Small-Mid Cap ETF | 2.26% |
BREE MFS Blended Research Emerging Markets Equity ETF | -6.93% |
Correlation
The correlation between BRSM and BREE is 0.72, 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 | 0.72 |
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Return for Risk
BRSM vs. BREE - 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 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.
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.
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Drawdowns
BRSM vs. BREE - Drawdown Comparison
The maximum BRSM drawdown since its inception was -3.25%, smaller than the maximum BREE drawdown of -12.31%. Use the drawdown chart below to compare losses from any high point for BRSM and BREE.
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Drawdown Indicators
| BRSM | BREE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.25% | -12.31% | +9.06% |
Current DrawdownCurrent decline from peak | -1.90% | -9.24% | +7.34% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -4.48% | +3.19% |
Volatility
BRSM vs. BREE - Volatility Comparison
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Volatility by Period
| BRSM | BREE | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 32.82% | -15.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 32.82% | -15.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 32.82% | -15.84% |
BRSM vs. BREE - Expense Ratio Comparison
BRSM has a 0.38% expense ratio, which is lower than BREE's 0.44% expense ratio.
Dividends
BRSM vs. BREE - Dividend Comparison
Neither BRSM nor BREE has paid dividends to shareholders.
Frequently Asked Questions
BRSM and BREE have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BRSM is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BRSM is cheaper with a 0.38% expense ratio, compared with 0.44% for BREE.
BRSM and BREE have nearly identical dividend yields, around 0.00%.
BRSM is categorized as Mid Cap Blend Equities, while BREE is Emerging Markets Equities. Their fees differ too: 0.38% for BRSM and 0.44% for BREE.
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