BREE vs AAVM
Comparison between MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF) and ALPHA ARCHITECT GLOBAL FACTOR EQUITY ETF (AAVM, ETF).
BREE vs AAVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BREE vs AAVM - Holdings Comparison
BREE and AAVM have 0 common holdings. Overlap is 0.00%
BREE's top 25 holdings weight is 61.05%. AAVM's top 25 holdings weight is 100.00%.
| Rank | BREE | AAVM |
|---|---|---|
| #1 | n/a (TSM) - 14.20% | ALPHA ARCHITECT INTL QUANT MOMT ETF (IMOM) - 29.97% |
| #2 | SK HYNIX INC (n/a) - 7.43% | ALPHA ARCHITECT INTL QUANT VAL ETF (IVAL) - 27.18% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.89% | ALPHA ARCHITECT US QUANTITATIVE MOMT ETF (QMOM) - 22.86% |
| #4 | TENCENT HOLDINGS LTD ADR (TCEHY) - 3.11% | ALPHA ARCHITECT US QUANTITATIVE VAL ETF (QVAL) - 19.85% |
| #5 | n/a (n/a) - 2.90% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.14% |
| #6 | LENOVO GROUP LTD (n/a) - 2.14% | N/A |
| #7 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.06% | N/A |
| #8 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.02% | N/A |
| #9 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.89% | N/A |
| #10 | MEDIATEK INC (n/a) - 1.77% | N/A |
| #11 | SK SQUARE (n/a) - 1.66% | N/A |
| #12 | PETROCHINA CO LTD CLASS H (n/a) - 1.49% | N/A |
| #13 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.35% | N/A |
| #14 | ACCTON TECHNOLOGY CORP (n/a) - 1.21% | N/A |
| #15 | KB FINANCIAL GROUP INC ADR (KB) - 1.18% | N/A |
| #16 | DELTA ELECTRONICS INC (n/a) - 1.15% | N/A |
| #17 | NETEASE INC ADR (NTES) - 1.04% | N/A |
| #18 | MARUTI SUZUKI INDIA LTD (n/a) - 0.98% | N/A |
| #19 | SSC GOVERNMENT MM GVMXX (n/a) - 0.98% | N/A |
| #20 | MAHINDRA & MAHINDRA LTD (n/a) - 0.97% | N/A |
| #21 | CEMEX SAB DE CV ADR (CX) - 0.97% | N/A |
| #22 | SUN PHARMACEUTICALS INDUSTRIES LTD (n/a) - 0.94% | N/A |
| #23 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.92% | N/A |
| #24 | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.91% | N/A |
| #25 | CREDICORP LTD (BAP) - 0.89% | N/A |
| Total Holdings | 145 | 5 |
BREE vs AAVM - Historical Returns
Returns include dividend reinvestment.
BREE vs AAVM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BREE | AAVM |
|---|---|---|
| 2026 | +17.50% | +15.08% |
| 2025 | N/A | +17.99% |
| 2024 | N/A | +12.87% |
| 2023 | N/A | +1.34% |
| 2022 | N/A | -6.83% |
| 2021 | N/A | +3.43% |
| 2020 | N/A | +3.98% |
| 2019 | N/A | +4.52% |
| 2018 | N/A | -16.23% |
| 2017 | N/A | +14.62% |
BREE vs AAVM Drawdown Comparison
The maximum drawdown for BREE was -7.97%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for AAVM was -34.70%, occurring on Mar 18, 2020. Recovery took 1899 trading sessions.
The current BREE drawdown is -3.70%. The current AAVM drawdown is -1.23%.
| Rank | BREE | AAVM |
|---|---|---|
| #1 | -7.97% Jun 2, 2026 - Jun 5, 2026 | -34.70% Jan 23, 2018 - Aug 13, 2025 |
| #2 | -7.70% Mar 10, 2026 - Apr 8, 2026 | -10.85% Feb 27, 2026 - Apr 17, 2026 |
| #3 | -5.26% May 11, 2026 - May 27, 2026 | -5.04% May 29, 2026 - Jun 10, 2026 |
| #4 | -2.04% Apr 17, 2026 - Apr 30, 2026 | -4.64% Nov 12, 2025 - Nov 28, 2025 |
| #5 | -0.94% May 6, 2026 - May 8, 2026 | -3.72% Oct 6, 2025 - Oct 27, 2025 |
| #6 | -0.34% Mar 5, 2026 - Mar 9, 2026 | -3.41% May 6, 2026 - May 26, 2026 |
| #7 | -0.32% Apr 14, 2026 - Apr 17, 2026 | -3.11% Apr 17, 2026 - May 6, 2026 |
| #8 | -0.05% Apr 8, 2026 - Apr 10, 2026 | -2.65% Aug 7, 2017 - Aug 31, 2017 |
| #9 | N/A | -2.33% Jan 27, 2026 - Feb 6, 2026 |
| #10 | N/A | -2.15% Jun 13, 2017 - Jul 12, 2017 |
| #11 | N/A | -1.77% Nov 30, 2017 - Dec 18, 2017 |
| #12 | N/A | -1.67% Nov 8, 2017 - Nov 17, 2017 |
| #13 | N/A | -1.56% Dec 11, 2025 - Dec 22, 2025 |
| #14 | N/A | -1.47% Oct 27, 2025 - Nov 10, 2025 |
| #15 | N/A | -1.47% Sep 11, 2025 - Oct 1, 2025 |
Correlation
Correlation between BREE and AAVM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
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