BREE vs VYM

BREE vs VYM

Which is better, BREE or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: 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

MetricBREEVYM
Expense Ratio0.44%0.04%Best
AUM$27M$81.6B
Dividend Yield0.00%2.24%
Holdings146613
YTD Return+20.30%Best+14.82%
1Y Return-+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Fund FamilyMFS Investment ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 5, 2026Nov 10, 2006

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

BREE 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.

BREE vs VYM Performance

MFS Blended Research Emerging Markets Equity ETF (BREE) is an ETF from MFS Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, BREE is up 20.30% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

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

VYM already in BREE0.1%

At least 0.1% of VYM's money is in holdings BREE also owns.

Stated as a floor: for BREE, our book for it covers 94.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 132 positions we hold weights for in BREE and 603 in VYM, against full books of 146 and 613.

Top Shared Holdings

StockWeight in BREEWeight in VYMDifference
BAPCredicorp Ltd - Common1.11%0.11%1.00%
XPXp Inc. Class A Common Stock0.25%0.03%0.22%

You are not choosing between two funds in isolation.

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

BREEVYM

Free for up to 10 holdings. No account needed.

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, by $40 a year on a $10,000 investment.

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.

Is VYM better than BREE?

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