MFSG vs. BRCE
MFSG (MFS Active Growth ETF) and BRCE (MFS Blended Research Core Equity ETF) are both exchange-traded funds - MFSG is a Large Cap Growth Equities fund actively managed by MFS, while BRCE is a Large Cap Blend Equities fund actively managed by MFS. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. MFSG charges 0.49%/yr vs 0.24%/yr for BRCE.
Performance
MFSG vs. BRCE - Performance Comparison
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Returns By Period
In the year-to-date period, MFSG achieves a 7.55% return, which is significantly lower than BRCE's 11.86% return.
MFSG
- 1D
- -0.94%
- 1M
- 4.46%
- YTD
- 7.55%
- 6M
- 7.63%
- 1Y
- 21.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BRCE
- 1D
- -0.85%
- 1M
- 4.81%
- YTD
- 11.86%
- 6M
- 12.84%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MFSG vs. BRCE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MFSG MFS Active Growth ETF | 7.55% | 1.27% |
BRCE MFS Blended Research Core Equity ETF | 11.86% | 2.68% |
Correlation
The correlation between MFSG and BRCE is 0.93, 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 Oct 23, 2025 | 0.93 |
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Return for Risk
MFSG vs. BRCE — Risk / Return Rank
MFSG
BRCE
MFSG vs. BRCE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Active Growth ETF (MFSG) 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.
| MFSG | BRCE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | — | — |
| Martin ratioReturn relative to average drawdown | 4.66 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MFSG | BRCE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 1.82 | -1.22 |
Drawdowns
MFSG vs. BRCE - Drawdown Comparison
The maximum MFSG drawdown since its inception was -23.24%, which is greater than BRCE's maximum drawdown of -8.77%. Use the drawdown chart below to compare losses from any high point for MFSG and BRCE.
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Drawdown Indicators
| MFSG | BRCE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.24% | -8.77% | -14.47% |
Max Drawdown (1Y)Largest decline over 1 year | -16.15% | — | — |
Current DrawdownCurrent decline from peak | -1.01% | -0.85% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -4.67% | -1.55% | -3.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | — | — |
Volatility
MFSG vs. BRCE - Volatility Comparison
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Volatility by Period
| MFSG | BRCE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.00% | 14.15% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.69% | 14.15% | +7.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 14.15% | +7.54% |
MFSG vs. BRCE - Expense Ratio Comparison
MFSG has a 0.49% expense ratio, which is higher than BRCE's 0.24% expense ratio.
Dividends
MFSG vs. BRCE - Dividend Comparison
MFSG's dividend yield for the trailing twelve months is around 0.07%, less than BRCE's 0.34% yield.
| Position | TTM | 2025 |
|---|---|---|
BRCE MFS Blended Research Core Equity ETF | 0.34% | 0.19% |
MFSG MFS Active Growth ETF | 0.07% | 0.08% |
Frequently Asked Questions
With a correlation of 0.93, MFSG and BRCE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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.
BRCE is cheaper with a 0.24% expense ratio, compared with 0.49% for MFSG.
BRCE has the higher dividend yield at 0.34%, compared with 0.07% for MFSG.
MFSG is categorized as Large Cap Growth Equities, while BRCE is Large Cap Blend Equities. Their fees differ too: 0.49% for MFSG and 0.24% for BRCE.
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