BREE vs VTI

BREE vs VTI

Which is better, BREE or VTI?

VTI costs less.

VTI has a lower expense ratio.

Lower Fees: VTI

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

MetricBREEVTI
Expense Ratio0.44%0.03%Best
AUM$27M$666.9B
Dividend Yield0.00%1.07%
Holdings1463,543
YTD Return+20.81%Best+12.95%
1Y Return-+19.17%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+11.72%
Fund FamilyMFS Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 5, 2026May 24, 2001

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

BREE vs VTI 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.

BREE vs VTI Performance

MFS Blended Research Emerging Markets Equity ETF (BREE) is an ETF from MFS Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, BREE is up 20.81% versus a gain of 12.95% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

BREE charges 0.44% per year while VTI charges 0.03%. On a $10,000 position that is $44 vs $3 annually, a gap of $41 per year that compounds over a long holding period. On income, BREE currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 132 holdings in BREE and 2,788 in VTI, totalling 94.8% and 92.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 132 positions we hold weights for in BREE and 2,788 in VTI, against full books of 146 and 3,543.

You are not choosing between two funds in isolation.

Whichever of BREE and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BREEVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BREE or VTI?

BREE has an expense ratio of 0.44% while VTI charges 0.03%. VTI is the cheaper option, by $41 a year on a $10,000 investment.

Which pays a higher dividend, BREE or VTI?

BREE yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than BREE?

VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.