BRIE vs IVV
MFS Blended Research International Equity ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BRIE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.34% | 0.03% | |
| AUM | $441M | $907.0B | |
| Dividend Yield | 0.36% | 1.10% | |
| Holdings | 166 | 508 | |
| YTD Return | +13.97% | +12.96% | |
| 1Y Return | - | +20.70% | |
| 3Y Return (annualized) | - | +22.10% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -11.4% | -56.5% | |
| Fund Family | MFS Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | May 15, 2000 |
BRIE vs IVV Performance
MFS Blended Research International Equity ETF (BRIE) is a ETF from MFS Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BRIE is up 13.97% versus a gain of 12.96% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.4% for BRIE and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BRIE charges 0.34% per year while IVV charges 0.03%. On a $10,000 position that is $34 vs $3 annually, a gap of $31 per year that compounds over a long holding period. On income, BRIE currently yields 0.36% against 1.10% for IVV.
Holdings Overlap
BRIE and IVV share 0 holdings out of 664 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRIE or IVV?
BRIE has an expense ratio of 0.34% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
What is the holdings overlap between BRIE and IVV?
BRIE and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 664 unique securities.
Which pays a higher dividend, BRIE or IVV?
BRIE yields 0.36% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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