BRSM vs. IMCB
BRSM (MFS Blended Research Small-Mid Cap ETF) and IMCB (iShares Morningstar Mid-Cap ETF) are both Mid Cap Blend Equities funds. BRSM is actively managed, while IMCB is passively managed. Their correlation of 0.82 suggests significant overlap in exposure. BRSM charges 0.38%/yr vs 0.04%/yr for IMCB.
Performance
BRSM vs. IMCB - Performance Comparison
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Returns By Period
BRSM
- 1D
- -0.82%
- 1M
- 5.09%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMCB
- 1D
- -0.23%
- 1M
- 4.42%
- 6M
- 14.07%
- YTD
- 17.89%
- 1Y
- 22.20%
- 3Y*
- 17.32%
- 5Y*
- 9.52%
- 10Y*
- 11.48%
BRSM vs. IMCB - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BRSM MFS Blended Research Small-Mid Cap ETF | 2.65% |
IMCB iShares Morningstar Mid-Cap ETF | 2.76% |
Correlation
The correlation between BRSM and IMCB is 0.82, 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 | 0.82 |
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Return for Risk
BRSM vs. IMCB — Risk / Return Rank
BRSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IMCB
BRSM vs. IMCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Small-Mid Cap ETF (BRSM) and iShares Morningstar Mid-Cap ETF (IMCB). 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.
| BRSM | IMCB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.77 | — |
| Martin ratioReturn relative to average drawdown | — | 10.85 | — |
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Drawdowns
BRSM vs. IMCB - Drawdown Comparison
The maximum BRSM drawdown since its inception was -3.25%, smaller than the maximum IMCB drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for BRSM and IMCB.
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Drawdown Indicators
| BRSM | IMCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.25% | -58.80% | +55.55% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.05% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.80% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.99% | — |
Current DrawdownCurrent decline from peak | -1.52% | -0.23% | -1.29% |
Average DrawdownAverage peak-to-trough decline | -0.89% | -7.70% | +6.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.05% | — |
Volatility
BRSM vs. IMCB - Volatility Comparison
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Volatility by Period
| BRSM | IMCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.50% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.15% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 19.99% | 13.19% | +6.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.99% | 17.64% | +2.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.99% | 19.60% | +0.39% |
BRSM vs. IMCB - Expense Ratio Comparison
BRSM has a 0.38% expense ratio, which is higher than IMCB's 0.04% expense ratio.
Dividends
BRSM vs. IMCB - Dividend Comparison
BRSM has not paid dividends to shareholders, while IMCB's dividend yield for the trailing twelve months is around 1.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSM MFS Blended Research Small-Mid Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMCB iShares Morningstar Mid-Cap ETF | 1.21% | 1.42% | 1.43% | 1.55% | 1.70% | 1.08% | 1.12% | 1.32% | 1.80% | 1.31% | 1.79% | 1.47% |
Frequently Asked Questions
BRSM and IMCB have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMCB is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMCB is cheaper with a 0.04% expense ratio, compared with 0.38% for BRSM.
IMCB has the higher dividend yield at 1.21%, compared with 0.00% for BRSM.
They also come from different issuers: MFS and iShares. Their fees differ too: 0.38% for BRSM and 0.04% for IMCB.
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