BRSM vs IVV
MFS Blended Research Small-Mid Cap ETF vs iShares Core S&P 500 ETF
Which is better, BRSM or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. BRSM is less concentrated, with 10.0% of the fund in its ten largest positions against 38.1%.
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
| Metric | BRSM | IVV |
|---|---|---|
| Expense Ratio | 0.38% | 0.03%Best |
| AUM | $26M | $882.6B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 314 | 508 |
| YTD Return | +1.29% | +14.98%Best |
| 1Y Return | - | +17.32% |
| 3Y Return (annualized) | - | +23.33% |
| 5Y Return (annualized) | - | +13.95% |
| Top 10 Weight | 10.0%Best | 38.1% |
| Fund Family | MFS Investment Management | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Jun 4, 2026 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BRSM 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.
BRSM vs IVV Performance
MFS Blended Research Small-Mid Cap ETF (BRSM) is an ETF from MFS Investment Management and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BRSM is up 1.29% versus a gain of 14.98% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BRSM charges 0.38% per year while IVV charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, BRSM currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
12.1% of BRSM's money is in holdings IVV also owns. 0.7% of IVV's money is in holdings BRSM also owns.
BRSM and IVV share little of their money.
24 positions in common, counted across the 314 positions we hold weights for in BRSM and 505 in IVV, against full books of 314 and 508.
What only one of them owns
Our book lists 473 positions for IVV that do not appear in our book for BRSM (98.6% of the fund), and 279 for BRSM that do not appear in IVV (84.7%).
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.
Top Shared Holdings
| Stock | Weight in BRSM | Weight in IVV | Difference |
|---|---|---|---|
| EGEverest Group Ltd Common Stock | 1.02% | 0.02% | 1.00% |
| UHSUniversal Health Services Inc. | 0.86% | 0.01% | 0.85% |
| GDDYGodaddy Inc. Class A | 0.80% | 0.02% | 0.78% |
| TXTTextron Inc. | 0.72% | 0.02% | 0.70% |
| NDSNNordson Corp | 0.70% | 0.03% | 0.67% |
| JJacobs Engineering Group Inc. | 0.69% | 0.03% | 0.66% |
| ZBRAZebra Technologies Corp | 0.68% | 0.03% | 0.65% |
| CRLCharles River Laboratories International Inc | 0.65% | 0.02% | 0.63% |
| SJMJ M Smucker Co/The | 0.65% | 0.02% | 0.63% |
| MASMasco Corp. | 0.56% | 0.02% | 0.54% |
You are not choosing between two funds in isolation.
Whichever of BRSM and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BRSM or IVV?
BRSM has an expense ratio of 0.38% while IVV charges 0.03%. IVV is the cheaper option, by $35 a year on a $10,000 investment.
What is the holdings overlap between BRSM and IVV?
12.1% of BRSM's money is in holdings IVV also owns. 0.7% of IVV's is in holdings BRSM also owns. They hold 24 positions in common, counted across the 314 positions we hold weights for in BRSM and 505 in IVV.
Which pays a higher dividend, BRSM or IVV?
BRSM yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BRSM?
IVV has a lower expense ratio. BRSM is less concentrated, with 10.0% of the fund in its ten largest positions against 38.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.