BRIE vs IVV

BRIE vs IVV

Which is better, BRIE or IVV?

BRIE has been ahead.

IVV has a lower expense ratio. BRIE led over 1Y. BRIE is less concentrated, with 21.9% of the fund in its ten largest positions against 37.8%.

Lower Fees: IVVHigher Returns (1Y): BRIELess Concentrated: BRIE

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

MetricBRIEIVV
Expense Ratio0.34%0.03%Best
AUM$489M$876.4B
Dividend Yield0.35%1.06%
Holdings165508
YTD Return+13.90%Best+12.39%
1Y Return+23.57%Best+16.61%
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Top 10 Weight21.9%Best37.8%
Fund FamilyMFS Investment ManagementiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 22, 2025May 15, 2000

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

BRIE vs IVV 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.

BRIE vs IVV Performance

MFS Blended Research International Equity ETF (BRIE) is an ETF from MFS Investment Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BRIE returned +23.57% while IVV returned +16.61%. Year to date, BRIE is up 13.90% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

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 0.35% against 1.06% for IVV.

Holdings Overlap

We hold position weights for 156 holdings in BRIE and 490 in IVV, totalling 96.7% and 99.3% 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 156 positions we hold weights for in BRIE and 490 in IVV, against full books of 165 and 508.

What only one of them owns

Our book lists 482 positions for IVV that do not appear in our book for BRIE (98.6% of the fund), and 10 for BRIE that do not appear in IVV (4.5%).

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.

You are not choosing between two funds in isolation.

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

BRIEIVV

Free for up to 10 holdings. No account needed.

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, by $31 a year on a $10,000 investment.

Which performed better, BRIE or IVV?

Over the past year BRIE returned +23.57% vs +16.61% for IVV, so BRIE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, BRIE or IVV?

BRIE yields 0.35% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than BRIE?

IVV has a lower expense ratio. BRIE led over 1Y. BRIE is less concentrated, with 21.9% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.