BRSM vs. MFSB

Last updated Jul 28, 2026

BRSM (MFS Blended Research Small-Mid Cap ETF) and MFSB (MFS Active Core Plus Bond ETF) are both exchange-traded funds - BRSM is a Mid Cap Blend Equities fund actively managed by MFS, while MFSB is a Intermediate Core-Plus Bond fund actively managed by MFS. Both are actively managed. Their 0.32 correlation means their historical movements had little consistent relationship. BRSM charges 0.38%/yr vs 0.34%/yr for MFSB.

Performance

BRSM vs. MFSB - 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 Active Core Plus Bond ETF (MFSB). 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*: —

MFSB

• 1D: 0.12%
• 1M: -1.25%
• 6M: -0.26%
• YTD: 0.16%
• 1Y: 3.73%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 3.73%

*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)
BRSM MFS Blended Research Small-Mid Cap ETF	$230.40K	$287.28K	$868.97K
MFSB MFS Active Core Plus Bond ETF	$5.33M	$4.37M	$3.12M

BRSM vs. MFSB - Yearly Performance Comparison

	2026 (YTD)
BRSM MFS Blended Research Small-Mid Cap ETF	2.26%
MFSB MFS Active Core Plus Bond ETF	-0.40%

Correlation

The correlation between BRSM and MFSB is 0.32, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 4, 2026	0.32

Return for Risk

BRSM vs. MFSB — Risk / Return Rank

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

BRSM

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

MFSB

MFSB Risk / Return Rank: 40
MFSB Sharpe Ratio Rank: 42
MFSB Sortino Ratio Rank: 42
MFSB Omega Ratio Rank: 38
MFSB Calmar Ratio Rank: 39
MFSB Martin Ratio Rank: 38

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.

BRSM vs. MFSB - 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 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.

	BRSM	MFSB	Difference
Sharpe ratio: Return per unit of total volatility	—	1.07	—
Sortino ratio: Return per unit of downside risk	—	1.55	—
Omega ratio: Gain probability vs. loss probability	—	1.18	—
Calmar ratio: Return relative to maximum drawdown	—	1.38	—
Martin ratio: Return relative to average drawdown	—	3.93	—

Drawdowns

BRSM vs. MFSB - Drawdown Comparison

The maximum BRSM drawdown since its inception was -3.25%, roughly equal to the maximum MFSB drawdown of -3.19%. Use the drawdown chart below to compare losses from any high point for BRSM and MFSB.

Drawdown Indicators

	BRSM	MFSB	Difference
Max Drawdown Largest peak-to-trough decline	-3.25%	-3.19%	-0.06%
Max Drawdown (1Y) Largest decline over 1 year	—	-2.71%	—
Current Drawdown Current decline from peak	-1.90%	-1.66%	-0.24%
Average Drawdown Average peak-to-trough decline	-1.29%	-0.84%	-0.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.95%	—

Volatility

Volatility by Period

	BRSM	MFSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.78%	—
Volatility (6M) Calculated over the trailing 6-month period	—	2.79%	—
Volatility (1Y) Calculated over the trailing 1-year period	16.98%	3.52%	+13.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.98%	4.16%	+12.82%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.98%	4.16%	+12.82%

BRSM vs. MFSB - Expense Ratio Comparison

BRSM has a 0.38% expense ratio, which is higher than MFSB's 0.34% expense ratio.

Dividends

BRSM vs. MFSB - Dividend Comparison

BRSM has not paid dividends to shareholders, while MFSB's dividend yield for the trailing twelve months is around 4.66%.

Position	TTM	2025	2024
BRSM MFS Blended Research Small-Mid Cap ETF	0.00%	0.00%	0.00%
MFSB MFS Active Core Plus Bond ETF	4.66%	4.58%	0.37%

Frequently Asked Questions

Can I hold both BRSM and MFSB in my portfolio?

BRSM and MFSB have a correlation of 0.32, 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 MFSB?

On fees, MFSB 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, BRSM or MFSB?

MFSB is cheaper with a 0.34% expense ratio, compared with 0.38% for BRSM.

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

MFSB has the higher dividend yield at 4.66%, compared with 0.00% for BRSM.

What is the main difference between BRSM and MFSB?

BRSM is categorized as Mid Cap Blend Equities, while MFSB is Intermediate Core-Plus Bond. Their fees differ too: 0.38% for BRSM and 0.34% for MFSB.