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BREE vs ICOI

Comparison between MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF) and BITWISE COIN OPTION INCOME STRATEGY ETF (ICOI, ETF).

BREE vs ICOI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BREE
$24M
Winner
ICOI
$24M
Expense Ratio
Winner
BREE
0.44%
ICOI
0.96%
Max Drawdown
Winner
BREE
7.97%
ICOI
84.26%
Sharpe Ratio
Winner
BREE
1.57
ICOI
-1.09
5Y Beta
Winner
BREE
1.71
ICOI
1.73

BREE vs ICOI - Holdings Comparison

BREE and ICOI have 0 common holdings. Overlap is 0.00%

BREE's top 25 holdings weight is 56.35%. ICOI's top 25 holdings weight is 7.64%.

RankBREEICOI
#1
n/a (TSM) - 13.75%
DWS GOVERNMENT MONEY MARKET SERIES INSTL (ICAXX) - 7.64%
#2
SK HYNIX INC (n/a) - 6.83%
N/A
#3
SAMSUNG ELECTRONICS CO LTD (n/a) - 6.04%
N/A
#4
TENCENT HOLDINGS LTD ADR (TCEHY) - 3.03%
N/A
#5
n/a (n/a) - 2.48%
N/A
#6
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.14%
N/A
#7
ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.96%
N/A
#8
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.86%
N/A
#9
MEDIATEK INC (n/a) - 1.75%
N/A
#10
PETROCHINA CO LTD CLASS H (n/a) - 1.58%
N/A
#11
SK SQUARE (n/a) - 1.54%
N/A
#12
LENOVO GROUP LTD (n/a) - 1.53%
N/A
#13
ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.40%
N/A
#14
ACCTON TECHNOLOGY CORP (n/a) - 1.37%
N/A
#15
KB FINANCIAL GROUP INC ADR (KB) - 1.25%
N/A
#16
DELTA ELECTRONICS INC (n/a) - 1.20%
N/A
#17
SSC GOVERNMENT MM GVMXX (n/a) - 1.20%
N/A
#18
NETEASE INC ADR (NTES) - 1.08%
N/A
#19
MAHINDRA & MAHINDRA LTD (n/a) - 1.05%
N/A
#20
MARUTI SUZUKI INDIA LTD (n/a) - 1.03%
N/A
#21
KANZHUN LTD ADR (BZ) - 0.49%
N/A
#22
PHARMAESSENTIA CORP (n/a) - 0.48%
N/A
#23
KGI FINANCIAL HOLDING CO LTD (n/a) - 0.46%
N/A
#24
KOREA ELECTRIC POWER CORP ADR (KEP) - 0.43%
N/A
#25
OLD MUTUAL LTD ORDINARY SHARES (n/a) - 0.42%
N/A
Total Holdings1051

BREE vs ICOI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BREE
+0.98%
ICOI
-14.35%
3M
Winner
BREE
+12.29%
ICOI
-16.70%
6M
BREE
N/A
ICOI
-35.68%
1Y
BREE
N/A
ICOI
-44.31%
Max(CAGR)
Winner
BREE
+58.46%
ICOI
-29.50%

BREE vs ICOI - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBREEICOI
2026+12.29%-29.56%
2025N/A-9.52%

BREE vs ICOI 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 ICOI was -58.68%, occurring on Feb 5, 2026. This drawdown has not yet recovered.

The current BREE drawdown is -7.97%. The current ICOI drawdown is -58.41%.

RankBREEICOI
#1-7.97%
Jun 2, 2026 - Jun 5, 2026
-58.68%
Jul 18, 2025 - Feb 5, 2026
#2-7.70%
Mar 10, 2026 - Apr 8, 2026
-10.29%
Apr 3, 2025 - Apr 9, 2025
#3-5.26%
May 11, 2026 - May 27, 2026
-7.97%
May 22, 2025 - Jun 20, 2025
#4-2.04%
Apr 17, 2026 - Apr 30, 2026
-4.93%
May 14, 2025 - May 16, 2025
#5-0.94%
May 6, 2026 - May 8, 2026
-4.33%
Jun 24, 2025 - Jun 27, 2025
#6-0.34%
Mar 5, 2026 - Mar 9, 2026
-3.52%
Apr 9, 2025 - Apr 14, 2025
#7-0.32%
Apr 14, 2026 - Apr 17, 2026
-2.47%
Apr 14, 2025 - Apr 22, 2025
#8-0.05%
Apr 8, 2026 - Apr 10, 2026
-2.00%
Jun 30, 2025 - Jul 2, 2025
#9N/A-1.20%
May 2, 2025 - May 8, 2025
#10N/A-0.97%
May 19, 2025 - May 22, 2025
#11N/A-0.56%
Jul 14, 2025 - Jul 16, 2025
#12N/A-0.54%
Apr 29, 2025 - May 2, 2025
#13N/A-0.37%
Apr 25, 2025 - Apr 29, 2025
#14N/A-0.25%
Jul 7, 2025 - Jul 9, 2025

Correlation

Correlation between BREE and ICOI is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

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