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BREE vs JAPN

Comparison between MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF) and HORIZON KINETICS JAPAN OWNER OPERATOR ETF (JAPN, ETF).

BREE vs JAPN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BREE
$24M
Winner
JAPN
$24M
Expense Ratio
Winner
BREE
0.44%
JAPN
0.85%
Max Drawdown
Winner
BREE
7.97%
JAPN
24.13%
Sharpe Ratio
Winner
BREE
1.57
JAPN
-1.03
5Y Beta
BREE
1.71
Winner
JAPN
0.71

BREE vs JAPN - Holdings Comparison

BREE and JAPN have 1 common holdings. Overlap is 0.00%

BREE's top 25 holdings weight is 56.35%. JAPN's top 25 holdings weight is 88.87%.

RankBREEJAPN
#1
n/a (TSM) - 13.75%
FURUNO ELECTRIC CO LTD (n/a) - 10.08%
#2
SK HYNIX INC (n/a) - 6.83%
JAPAN ELEVATOR SERVICE HOLDINGS CO LTD (n/a) - 5.24%
#3
SAMSUNG ELECTRONICS CO LTD (n/a) - 6.04%
M&A CAPITAL PARTNERS CO LTD (n/a) - 4.59%
#4
TENCENT HOLDINGS LTD ADR (TCEHY) - 3.03%
RESORTTRUST INC (n/a) - 4.46%
#5
n/a (n/a) - 2.48%
FINATEXT HOLDINGS LTD (n/a) - 4.13%
#6
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.14%
HIKARI TSUSHIN INC (n/a) - 4.06%
#7
ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.96%
FURYU CORP (n/a) - 4.02%
#8
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.86%
ULS GROUP INC (n/a) - 3.92%
#9
MEDIATEK INC (n/a) - 1.75%
ORO CO LTD (n/a) - 3.63%
#10
PETROCHINA CO LTD CLASS H (n/a) - 1.58%
PAN PACIFIC INTERNATIONAL HOLDINGS CORP (n/a) - 3.60%
#11
SK SQUARE (n/a) - 1.54%
INTERNET INITIATIVE JAPAN INC (n/a) - 3.36%
#12
LENOVO GROUP LTD (n/a) - 1.53%
US BANK MMDA USBGFS 7 (n/a) - 3.35%
#13
ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.40%
VISIONAL INC ORDINARY SHARES (n/a) - 3.30%
#14
ACCTON TECHNOLOGY CORP (n/a) - 1.37%
KOTOBUKI SPIRITS CO LTD (n/a) - 3.15%
#15
KB FINANCIAL GROUP INC ADR (KB) - 1.25%
YONEX CO LTD (n/a) - 2.94%
#16
DELTA ELECTRONICS INC (n/a) - 1.20%
KEEPER TECHNICAL LABORATORY CO LTD (n/a) - 2.92%
#17
SSC GOVERNMENT MM GVMXX (n/a) - 1.20%
IG PORT INC (n/a) - 2.87%
#18
NETEASE INC ADR (NTES) - 1.08%
STARTS PUBLISHING CORP (n/a) - 2.75%
#19
MAHINDRA & MAHINDRA LTD (n/a) - 1.05%
OBIC BUSINESS CONSULTANTS CO LTD (n/a) - 2.67%
#20
MARUTI SUZUKI INDIA LTD (n/a) - 1.03%
ALPHAPOLIS CO LTD (n/a) - 2.54%
#21
KANZHUN LTD ADR (BZ) - 0.49%
TRANSACTION CO LTD (n/a) - 2.53%
#22
PHARMAESSENTIA CORP (n/a) - 0.48%
TSUBURAYA FIELDS HOLDINGS INC (n/a) - 2.37%
#23
KGI FINANCIAL HOLDING CO LTD (n/a) - 0.46%
TOWA CORP (n/a) - 2.35%
#24
KOREA ELECTRIC POWER CORP ADR (KEP) - 0.43%
SEGA SAMMY HOLDINGS INC (n/a) - 2.29%
#25
OLD MUTUAL LTD ORDINARY SHARES (n/a) - 0.42%
MACNICA HOLDINGS INC (n/a) - 1.75%
Total Holdings10536

BREE vs JAPN - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BREE
+0.98%
JAPN
-2.02%
3M
Winner
BREE
+12.29%
JAPN
-5.18%
6M
BREE
N/A
JAPN
-12.74%
1Y
BREE
N/A
JAPN
-16.55%
Max(CAGR)
Winner
BREE
+58.46%
JAPN
-9.35%

BREE vs JAPN - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearBREEJAPN
2026+12.29%-12.57%
2025N/A+2.79%

BREE vs JAPN 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 JAPN was -23.95%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current BREE drawdown is -7.97%. The current JAPN drawdown is -22.03%.

RankBREEJAPN
#1-7.97%
Jun 2, 2026 - Jun 5, 2026
-23.95%
Aug 18, 2025 - Mar 30, 2026
#2-7.70%
Mar 10, 2026 - Apr 8, 2026
-5.63%
Jun 27, 2025 - Aug 6, 2025
#3-5.26%
May 11, 2026 - May 27, 2026
-2.90%
May 27, 2025 - Jun 2, 2025
#4-2.04%
Apr 17, 2026 - Apr 30, 2026
-1.52%
Jun 12, 2025 - Jun 24, 2025
#5-0.94%
May 6, 2026 - May 8, 2026
-1.34%
May 20, 2025 - May 27, 2025
#6-0.34%
Mar 5, 2026 - Mar 9, 2026
-1.04%
Aug 7, 2025 - Aug 18, 2025
#7-0.32%
Apr 14, 2026 - Apr 17, 2026
-1.00%
Jun 2, 2025 - Jun 9, 2025
#8-0.05%
Apr 8, 2026 - Apr 10, 2026
-0.36%
May 16, 2025 - May 20, 2025
#9N/A-0.07%
Jun 24, 2025 - Jun 26, 2025

Correlation

Correlation between BREE and JAPN is -0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.06
-101

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