BRSM vs VOO

BRSM vs VOO

Which is better, BRSM or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. BRSM is less concentrated, with 10.2% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOLess Concentrated: BRSM

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

MetricBRSMVOO
Expense Ratio0.38%0.03%Best
AUM$27M$997.4B
Dividend Yield0.00%1.04%
Holdings311509
YTD Return+1.56%+11.98%Best
1Y Return-+16.45%
3Y Return (annualized)-+21.19%
5Y Return (annualized)-+12.95%
Top 10 Weight10.2%Best37.6%
Fund FamilyMFS Investment ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionJun 4, 2026Sep 7, 2010

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

BRSM vs VOO 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 VOO Performance

MFS Blended Research Small-Mid Cap ETF (BRSM) is an ETF from MFS Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, BRSM is up 1.56% versus a gain of 11.98% for VOO.

Past performance does not guarantee future results.

Fees and Cost Over Time

BRSM charges 0.38% per year while VOO 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 1.04% for VOO.

Holdings Overlap

BRSM already in VOO11.8%
VOO already in BRSM0.7%

11.8% of BRSM's money is in holdings VOO also owns. 0.7% of VOO's money is in holdings BRSM also owns.

BRSM and VOO share little of their money.

26 positions in common, counted across the 311 positions we hold weights for in BRSM and 494 in VOO, against full books of 311 and 509.

What only one of them owns

Our book lists 461 positions for VOO that do not appear in our book for BRSM (98.4% of the fund), and 272 for BRSM that do not appear in VOO (84.5%).

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.

Top Shared Holdings

StockWeight in BRSMWeight in VOODifference
EGEverest Group Ltd Common Stock0.99%0.02%0.97%
UHSUniversal Health Services Inc.0.97%0.01%0.96%
GDDYGodaddy Inc. Class A0.77%0.02%0.75%
NDSNNordson Corp0.75%0.02%0.73%
ZBRAZebra Technologies Corp0.69%0.02%0.67%
HSTHost Hotels & Resorts Inc0.68%0.02%0.66%
JJacobs Engineering Group Inc.0.67%0.02%0.65%
CRLCharles River Laboratories International Inc0.66%0.02%0.64%
SJMJ M Smucker Co/The0.66%0.02%0.64%
TXTTextron Inc.0.58%0.02%0.56%

You are not choosing between two funds in isolation.

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

BRSMVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BRSM or VOO?

BRSM has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option, by $35 a year on a $10,000 investment.

What is the holdings overlap between BRSM and VOO?

11.8% of BRSM's money is in holdings VOO also owns. 0.7% of VOO's is in holdings BRSM also owns. They hold 26 positions in common, counted across the 311 positions we hold weights for in BRSM and 494 in VOO.

Which pays a higher dividend, BRSM or VOO?

BRSM yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than BRSM?

VOO has a lower expense ratio. BRSM is less concentrated, with 10.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.