BREE vs DUG
Comparison between MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF) and ProShares UltraShort Energy (DUG, ETF).
BREE vs DUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BREE
$27M
Winner
DUG
$27M
Expense Ratio
BREE
0.44%
DUG
N/A
Max Drawdown
Winner
BREE
10.13%
DUG
99.95%
Sharpe Ratio
Winner
BREE
1.09
DUG
-1.66
5Y Beta
BREE
1.73
Winner
DUG
-1.05
BREE vs DUG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BREE
-5.11%
DUG
-19.32%
3M
Winner
BREE
+2.72%
DUG
-11.75%
6M
BREE
N/A
DUG
-35.78%
1Y
BREE
N/A
DUG
-50.68%
5Y(CAGR)
BREE
N/A
DUG
-41.23%
10Y(CAGR)
BREE
N/A
DUG
-32.44%
Max(CAGR)
Winner
BREE
+31.80%
DUG
-30.08%
BREE vs DUG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BREE | DUG |
|---|---|---|
| 2026 | +11.25% | -45.08% |
| 2025 | N/A | -16.81% |
| 2024 | N/A | -4.06% |
| 2023 | N/A | -9.37% |
| 2022 | N/A | -71.20% |
| 2021 | N/A | -68.10% |
| 2020 | N/A | -23.45% |
| 2019 | N/A | -19.87% |
| 2018 | N/A | +40.94% |
| 2017 | N/A | +1.45% |
| 2016 | N/A | -48.05% |
| 2015 | N/A | +35.94% |
| 2014 | N/A | +5.44% |
| 2013 | N/A | -38.52% |
| 2012 | N/A | -13.44% |
| 2011 | N/A | -30.52% |
| 2010 | N/A | -37.48% |
| 2009 | N/A | -43.88% |
| 2008 | N/A | -9.57% |
| 2007 | N/A | -46.32% |
BREE vs DUG Drawdown Comparison
The maximum drawdown for BREE was -10.13%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The maximum drawdown for DUG was -99.92%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current BREE drawdown is -9.97%. The current DUG drawdown is -99.92%.
| Rank | BREE | DUG |
|---|---|---|
| #1 | -10.13% Jun 22, 2026 - Jul 17, 2026 | -99.92% Oct 10, 2008 - Mar 27, 2026 |
| #2 | -7.97% Jun 2, 2026 - Jun 18, 2026 | -64.70% Mar 5, 2007 - Oct 10, 2008 |
| #3 | -7.70% Mar 10, 2026 - Apr 8, 2026 | -4.78% Feb 12, 2007 - Feb 27, 2007 |
| #4 | -5.26% May 11, 2026 - May 27, 2026 | -1.66% Feb 7, 2007 - Feb 12, 2007 |
| #5 | -2.04% Apr 17, 2026 - Apr 30, 2026 | -1.61% Feb 27, 2007 - Mar 1, 2007 |
| #6 | -0.94% May 6, 2026 - May 8, 2026 | -1.32% Feb 2, 2007 - Feb 7, 2007 |
| #7 | -0.34% Mar 5, 2026 - Mar 9, 2026 | N/A |
| #8 | -0.32% Apr 14, 2026 - Apr 17, 2026 | N/A |
| #9 | -0.05% Apr 8, 2026 - Apr 10, 2026 | N/A |
Correlation
Correlation between BREE and DUG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
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