BRCE vs IVV
MFS Blended Research Core Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BRCE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | $37M | $907.0B | |
| Dividend Yield | 0.51% | 1.10% | |
| Holdings | 99 | 508 | |
| YTD Return | +16.66% | +12.76% | |
| 1Y Return | - | +20.63% | |
| 3Y Return (annualized) | - | +21.71% | |
| 5Y Return (annualized) | - | +12.87% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -8.8% | -56.5% | |
| Fund Family | MFS Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | May 15, 2000 |
BRCE vs IVV Performance
MFS Blended Research Core Equity ETF (BRCE) is a ETF from MFS Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BRCE is up 16.66% versus a gain of 12.76% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.8% for BRCE and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BRCE charges 0.24% per year while IVV charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period. On income, BRCE currently yields 0.51% against 1.10% for IVV.
Holdings Overlap
BRCE and IVV share 84 holdings out of 522 unique holdings combined, representing a 50.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, BRCE or IVV?
BRCE has an expense ratio of 0.24% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
What is the holdings overlap between BRCE and IVV?
BRCE and IVV share 84 common holdings with a 50.6% weight overlap. Combined, they hold 522 unique securities.
Which pays a higher dividend, BRCE or IVV?
BRCE yields 0.51% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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