BRCE vs VYM

BRCE vs VYM

Which is better, BRCE or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. BRCE led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 39.7%.

Lower Fees: VYMHigher Returns (1Y): BRCELess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBRCEVYM
Expense Ratio0.24%0.04%Best
AUM$37M$81.6B
Dividend Yield0.50%2.22%
Holdings103613
YTD Return+16.73%Best+13.91%
1Y Return+20.40%Best+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Top 10 Weight39.7%25.9%Best
Fund FamilyMFS Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 22, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BRCE vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BRCE vs VYM Performance

MFS Blended Research Core Equity ETF (BRCE) is an ETF from MFS Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BRCE returned +20.40% while VYM returned +17.57%. Year to date, BRCE is up 16.73% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

BRCE charges 0.24% per year while VYM charges 0.04%. On a $10,000 position that is $24 vs $4 annually, a gap of $20 per year that compounds over a long holding period. On income, BRCE currently yields 0.50% against 2.22% for VYM.

Holdings Overlap

BRCE already in VYM29.1%
VYM already in BRCE31.2%

29.1% of BRCE's money is in holdings VYM also owns. 31.2% of VYM's money is in holdings BRCE also owns.

The two portfolios partly overlap.

The two holdings books were reported 49 days apart, BRCE as of Aug 18, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

35 positions in common, counted across the 102 positions we hold weights for in BRCE and 603 in VYM, against full books of 103 and 613.

What only one of them owns

Our book lists 532 positions for VYM that do not appear in our book for BRCE (66.2% of the fund), and 63 for BRCE that do not appear in VYM (69.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BRCEWeight in VYMDifference
AVGOBroadcom Inc2.38%7.29%4.91%
JNJJohnson & Johnson2.32%2.54%0.22%
JPMJpmorgan Chase & Co.0.32%3.38%3.06%
CATCaterpillar, Inc.1.20%2.01%0.81%
XOMExxonmobil Holdings Corp Common Stock Usd0.58%2.36%1.78%
PMPhilip Morris International Inc.1.58%1.17%0.41%
ABBVAbbvie Inc.0.61%1.85%1.24%
CCitigroup Inc.1.51%0.94%0.57%
PFEPfizer, Inc.1.46%0.57%0.89%
UNPUnion Pacific Corp1.27%0.67%0.60%

31.2% of VYM is already inside BRCE.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BRCEVYM

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Frequently Asked Questions

Which is cheaper, BRCE or VYM?

BRCE has an expense ratio of 0.24% while VYM charges 0.04%. VYM is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, BRCE or VYM?

Over the past year BRCE returned +20.40% vs +17.57% for VYM, so BRCE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between BRCE and VYM?

31.2% of VYM's money is in holdings BRCE also owns. 31.2% of VYM's is in holdings BRCE also owns. They hold 35 positions in common, counted across the 102 positions we hold weights for in BRCE and 603 in VYM.

Which pays a higher dividend, BRCE or VYM?

BRCE yields 0.50% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BRCE?

VYM has a lower expense ratio. BRCE led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 39.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.