BRCE vs QQQ
MFS Blended Research Core Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | BRCE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.18% | |
| AUM | $37M | $496.3B | |
| Dividend Yield | 0.51% | 0.44% | |
| Holdings | 99 | 108 | |
| YTD Return | +16.66% | +16.19% | |
| 1Y Return | - | +25.22% | |
| 3Y Return (annualized) | - | +25.47% | |
| 5Y Return (annualized) | - | +14.34% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -8.8% | -83.0% | |
| Fund Family | MFS Investment Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | Mar 10, 1999 |
BRCE vs QQQ Performance
MFS Blended Research Core Equity ETF (BRCE) is a ETF from MFS Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BRCE is up 16.66% versus a gain of 16.19% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.8% for BRCE and -83.0% for QQQ. 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 QQQ charges 0.18%. On a $10,000 position that is $24 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, BRCE currently yields 0.51% against 0.44% for QQQ.
Holdings Overlap
BRCE and QQQ share 29 holdings out of 174 unique holdings combined, representing a 42.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRCE or QQQ?
BRCE has an expense ratio of 0.24% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
What is the holdings overlap between BRCE and QQQ?
BRCE and QQQ share 29 common holdings with a 42.9% weight overlap. Combined, they hold 174 unique securities.
Which pays a higher dividend, BRCE or QQQ?
BRCE yields 0.51% while QQQ yields 0.44%, so BRCE currently pays the higher dividend yield.
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