BREE vs VYM
MFS Blended Research Emerging Markets Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BREE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.04% | |
| AUM | $26M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 140 | 616 | |
| YTD Return | +17.03% | +16.42% | |
| 1Y Return | - | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -13.0% | -58.8% | |
| Fund Family | MFS Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2026 | Nov 10, 2006 |
BREE vs VYM Performance
MFS Blended Research Emerging Markets Equity ETF (BREE) is a ETF from MFS Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BREE is up 17.03% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -13.0% for BREE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BREE charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, BREE currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, BREE or VYM?
BREE has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
What is the holdings overlap between BREE and VYM?
BREE and VYM share 2 common holdings with a 0.1% weight overlap. Combined, they hold 741 unique securities.
Which pays a higher dividend, BREE or VYM?
BREE yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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