MFSB vs. BRCE

Last updated Jul 17, 2026

MFSB (MFS Active Core Plus Bond ETF) and BRCE (MFS Blended Research Core Equity ETF) are both exchange-traded funds - MFSB is a Intermediate Core-Plus Bond fund actively managed by MFS, while BRCE is a Large Cap Blend Equities fund actively managed by MFS. Both are actively managed. At a 0.43 correlation, their price movements are largely independent. MFSB charges 0.34%/yr vs 0.24%/yr for BRCE.

Performance

MFSB vs. BRCE - Performance Comparison

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

Returns By Period

In the year-to-date period, MFSB achieves a 0.62% return, which is significantly lower than BRCE's 14.62% return.

MFSB

• 1D: 0.02%
• 1M: -0.48%
• 6M: 0.32%
• YTD: 0.62%
• 1Y: 4.95%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRCE

• 1D: -0.41%
• 1M: 1.85%
• 6M: 11.85%
• YTD: 14.62%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MFSB vs. BRCE - Yearly Performance Comparison

	2026 (YTD)	2025
MFSB MFS Active Core Plus Bond ETF	0.62%	-0.01%
BRCE MFS Blended Research Core Equity ETF	14.62%	2.04%

Correlation

The correlation between MFSB and BRCE is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 22, 2025	0.43

Return for Risk

MFSB vs. BRCE — Risk / Return Rank

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

MFSB

MFSB Risk / Return Rank: 47
MFSB Sharpe Ratio Rank: 50
MFSB Sortino Ratio Rank: 52
MFSB Omega Ratio Rank: 46
MFSB Calmar Ratio Rank: 44
MFSB Martin Ratio Rank: 42

BRCE

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

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.

MFSB vs. BRCE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MFS Active Core Plus Bond ETF (MFSB) 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.

	MFSB	BRCE	Difference
Sharpe ratio: Return per unit of total volatility	1.41	—	—
Sortino ratio: Return per unit of downside risk	2.06	—	—
Omega ratio: Gain probability vs. loss probability	1.25	—	—
Calmar ratio: Return relative to maximum drawdown	1.84	—	—
Martin ratio: Return relative to average drawdown	5.42	—	—

Drawdowns

MFSB vs. BRCE - Drawdown Comparison

The maximum MFSB drawdown since its inception was -3.19%, smaller than the maximum BRCE drawdown of -8.77%. Use the drawdown chart below to compare losses from any high point for MFSB and BRCE.

Drawdown Indicators

	MFSB	BRCE	Difference
Max Drawdown Largest peak-to-trough decline	-3.19%	-8.77%	+5.58%
Max Drawdown (1Y) Largest decline over 1 year	-2.71%	—	—
Current Drawdown Current decline from peak	-1.20%	-0.41%	-0.79%
Average Drawdown Average peak-to-trough decline	-0.83%	-1.48%	+0.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.91%	—	—

Volatility

Volatility by Period

	MFSB	BRCE	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.94%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.83%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.52%	14.23%	-10.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.18%	14.23%	-10.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.18%	14.23%	-10.05%

MFSB vs. BRCE - Expense Ratio Comparison

MFSB has a 0.34% expense ratio, which is higher than BRCE's 0.24% expense ratio.

Dividends

MFSB vs. BRCE - Dividend Comparison

MFSB's dividend yield for the trailing twelve months is around 4.63%, more than BRCE's 0.51% yield.

Position	TTM	2025	2024
BRCE MFS Blended Research Core Equity ETF	0.51%	0.19%	0.00%
MFSB MFS Active Core Plus Bond ETF	4.63%	4.58%	0.37%

Frequently Asked Questions

Can I hold both MFSB and BRCE in my portfolio?

MFSB and BRCE have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MFSB 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, MFSB or BRCE?

BRCE is cheaper with a 0.24% expense ratio, compared with 0.34% for MFSB.

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

MFSB has the higher dividend yield at 4.63%, compared with 0.51% for BRCE.

What is the main difference between MFSB and BRCE?

MFSB is categorized as Intermediate Core-Plus Bond, while BRCE is Large Cap Blend Equities. Their fees differ too: 0.34% for MFSB and 0.24% for BRCE.