BREE vs SDMF
Comparison between MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF) and SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF (SDMF, ETF).
BREE vs SDMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BREE vs SDMF - Holdings Comparison
BREE and SDMF have 1 common holdings. Overlap is -92.54%
BREE's top 25 holdings weight is 61.05%. SDMF's top 25 holdings weight is 654.54%.
| Rank | BREE | SDMF |
|---|---|---|
| #1 | n/a (TSM) - 14.20% | EURO FX FUTURE JUNE 26 (n/a) - 115.65% |
| #2 | SK HYNIX INC (n/a) - 7.43% | S&P 500 E-MINI (n/a) - 49.16% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.89% | TRSSG0018 (n/a) - 48.18% |
| #4 | TENCENT HOLDINGS LTD ADR (TCEHY) - 3.11% | TRSSG0017 (n/a) - 47.74% |
| #5 | n/a (n/a) - 2.90% | MSCI EMERGING MARKETS (EM) INDEX FUTURES (n/a) - 39.54% |
| #6 | LENOVO GROUP LTD (n/a) - 2.14% | CRUDE OIL FUTURE JULY 26 (n/a) - 31.39% |
| #7 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.06% | TRSSG0015 (n/a) - 27.59% |
| #8 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.02% | TRSSG0016 (n/a) - 25.62% |
| #9 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.89% | TRSSG0002 (n/a) - 22.22% |
| #10 | MEDIATEK INC (n/a) - 1.77% | TRSSG0010 (n/a) - 22.04% |
| #11 | SK SQUARE (n/a) - 1.66% | TRSSG0011 (n/a) - 21.74% |
| #12 | PETROCHINA CO LTD CLASS H (n/a) - 1.49% | TRSSG0012 (n/a) - 21.08% |
| #13 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.35% | TRSSG0009 (n/a) - 20.27% |
| #14 | ACCTON TECHNOLOGY CORP (n/a) - 1.21% | TRSSG0001 (n/a) - 19.99% |
| #15 | KB FINANCIAL GROUP INC ADR (KB) - 1.18% | TRSSG0020 (n/a) - 19.90% |
| #16 | DELTA ELECTRONICS INC (n/a) - 1.15% | TRSSG0003 (n/a) - 16.79% |
| #17 | NETEASE INC ADR (NTES) - 1.04% | TRSSG0007 (n/a) - 16.01% |
| #18 | MARUTI SUZUKI INDIA LTD (n/a) - 0.98% | TRSSG0008 (n/a) - 15.94% |
| #19 | SSC GOVERNMENT MM GVMXX (n/a) - 0.98% | TRSSG0019 (n/a) - 15.16% |
| #20 | MAHINDRA & MAHINDRA LTD (n/a) - 0.97% | TRSSG0004 (n/a) - 14.62% |
| #21 | CEMEX SAB DE CV ADR (CX) - 0.97% | TRSSG0013 (n/a) - 11.81% |
| #22 | SUN PHARMACEUTICALS INDUSTRIES LTD (n/a) - 0.94% | TRSSG0006 (n/a) - 10.52% |
| #23 | TATA CONSULTANCY SERVICES LTD (n/a) - 0.92% | TRSSG0005 (n/a) - 10.50% |
| #24 | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.91% | TRSSG0014 (n/a) - 10.21% |
| #25 | CREDICORP LTD (BAP) - 0.89% | CASH (n/a) - 0.87% |
| Total Holdings | 145 | 48 |
BREE vs SDMF - Historical Returns
Returns include dividend reinvestment.
BREE vs SDMF - Annual Returns (2026 - 2026)
Returns include dividend reinvestment.
| Year | BREE | SDMF |
|---|---|---|
| 2026 | +17.50% | +1.43% |
BREE vs SDMF 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 SDMF was -6.23%, occurring on Mar 23, 2026. Recovery took 64 trading sessions.
The current BREE drawdown is -3.70%. The current SDMF drawdown is -1.88%.
| Rank | BREE | SDMF |
|---|---|---|
| #1 | -7.97% Jun 2, 2026 - Jun 5, 2026 | -6.23% Feb 27, 2026 - Jun 1, 2026 |
| #2 | -7.70% Mar 10, 2026 - Apr 8, 2026 | -2.40% Jun 3, 2026 - Jun 5, 2026 |
| #3 | -5.26% May 11, 2026 - May 27, 2026 | -0.23% Feb 25, 2026 - Feb 27, 2026 |
| #4 | -2.04% Apr 17, 2026 - Apr 30, 2026 | -0.03% Feb 20, 2026 - Feb 24, 2026 |
| #5 | -0.94% May 6, 2026 - May 8, 2026 | N/A |
| #6 | -0.34% Mar 5, 2026 - Mar 9, 2026 | N/A |
| #7 | -0.32% Apr 14, 2026 - Apr 17, 2026 | N/A |
| #8 | -0.05% Apr 8, 2026 - Apr 10, 2026 | N/A |
Correlation
Correlation between BREE and SDMF is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
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