BRSM vs. MFSM
BRSM (MFS Blended Research Small-Mid Cap ETF) and MFSM (MFS Active Intermediate Muni Bond ETF) are both exchange-traded funds - BRSM is a Mid Cap Blend Equities fund actively managed by MFS, while MFSM is a Municipal Bonds fund actively managed by MFS. Both are actively managed. Their 0.52 correlation means they have sometimes moved together and sometimes differently. BRSM charges 0.38%/yr vs 0.34%/yr for MFSM.
Performance
BRSM vs. MFSM - Performance Comparison
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Returns By Period
BRSM
- 1D
- 0.44%
- 1M
- -0.54%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
MFSM
- 1D
- 0.26%
- 1M
- -1.49%
- 6M
- 0.11%
- YTD
- 0.77%
- 1Y
- 5.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 2.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $230.40K | $287.28K | $868.97K | |
| $455.11K | $437.95K | $470.33K |
BRSM vs. MFSM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BRSM MFS Blended Research Small-Mid Cap ETF | 2.26% |
MFSM MFS Active Intermediate Muni Bond ETF | -0.95% |
Correlation
The correlation between BRSM and MFSM is 0.52, 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 | 0.52 |
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Return for Risk
BRSM vs. MFSM — Risk / Return Rank
BRSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MFSM
BRSM vs. MFSM - 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 Intermediate Muni Bond ETF (MFSM). 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 | MFSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.44 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.16 | — |
| Martin ratioReturn relative to average drawdown | — | 7.50 | — |
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Drawdowns
BRSM vs. MFSM - Drawdown Comparison
The maximum BRSM drawdown since its inception was -3.25%, smaller than the maximum MFSM drawdown of -3.86%. Use the drawdown chart below to compare losses from any high point for BRSM and MFSM.
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Drawdown Indicators
| BRSM | MFSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.25% | -3.86% | +0.61% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.65% | — |
Current DrawdownCurrent decline from peak | -1.90% | -1.71% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -0.85% | -0.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.76% | — |
Volatility
BRSM vs. MFSM - Volatility Comparison
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Volatility by Period
| BRSM | MFSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.89% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.12% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.98% | 2.71% | +14.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.98% | 3.39% | +13.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 3.39% | +13.59% |
BRSM vs. MFSM - Expense Ratio Comparison
BRSM has a 0.38% expense ratio, which is higher than MFSM's 0.34% expense ratio.
Dividends
BRSM vs. MFSM - Dividend Comparison
BRSM has not paid dividends to shareholders, while MFSM's dividend yield for the trailing twelve months is around 3.60%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BRSM MFS Blended Research Small-Mid Cap ETF | 0.00% | 0.00% | 0.00% |
MFSM MFS Active Intermediate Muni Bond ETF | 3.60% | 3.53% | 0.23% |
Frequently Asked Questions
BRSM and MFSM have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MFSM is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MFSM is cheaper with a 0.34% expense ratio, compared with 0.38% for BRSM.
MFSM has the higher dividend yield at 3.60%, compared with 0.00% for BRSM.
BRSM is categorized as Mid Cap Blend Equities, while MFSM is Municipal Bonds. Their fees differ too: 0.38% for BRSM and 0.34% for MFSM.
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