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BREE vs SHUS

Comparison between MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF) and STRATIFIED LARGECAP HEDGED ETF (SHUS, ETF).

BREE vs SHUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BREE
$24M
SHUS
$24M
Expense Ratio
Winner
BREE
0.44%
SHUS
0.79%
Max Drawdown
Winner
BREE
7.97%
SHUS
14.30%
Sharpe Ratio
Winner
BREE
1.57
SHUS
1.23
5Y Beta
BREE
1.71
Winner
SHUS
0.60

BREE vs SHUS - Holdings Comparison

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

BREE's top 25 holdings weight is 56.35%. SHUS's top 25 holdings weight is 99.75%.

RankBREESHUS
#1
n/a (TSM) - 13.75%
STRATIFIED LARGECAP INDEX ETF (SSPY) - 99.75%
#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 SHUS - Historical Returns

Returns include dividend reinvestment.

1M
BREE
+0.98%
Winner
SHUS
+1.86%
3M
Winner
BREE
+12.29%
SHUS
+2.93%
6M
BREE
N/A
SHUS
+7.77%
1Y
BREE
N/A
SHUS
+17.33%
Max(CAGR)
Winner
BREE
+58.46%
SHUS
+9.53%

BREE vs SHUS - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearBREESHUS
2026+12.29%+7.35%
2025N/A+10.55%
2024N/A-2.65%

BREE vs SHUS 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 SHUS was -14.09%, occurring on Apr 8, 2025. Recovery took 159 trading sessions.

The current BREE drawdown is -7.97%. The current SHUS drawdown is -1.15%.

RankBREESHUS
#1-7.97%
Jun 2, 2026 - Jun 5, 2026
-14.09%
Nov 29, 2024 - Jul 23, 2025
#2-7.70%
Mar 10, 2026 - Apr 8, 2026
-6.95%
Feb 27, 2026 - May 22, 2026
#3-5.26%
May 11, 2026 - May 27, 2026
-4.43%
Oct 27, 2025 - Dec 5, 2025
#4-2.04%
Apr 17, 2026 - Apr 30, 2026
-2.94%
Oct 16, 2024 - Nov 6, 2024
#5-0.94%
May 6, 2026 - May 8, 2026
-2.77%
Oct 3, 2025 - Oct 27, 2025
#6-0.34%
Mar 5, 2026 - Mar 9, 2026
-2.76%
Jul 23, 2025 - Aug 13, 2025
#7-0.32%
Apr 14, 2026 - Apr 17, 2026
-2.02%
Nov 11, 2024 - Nov 22, 2024
#8-0.05%
Apr 8, 2026 - Apr 10, 2026
-1.45%
Dec 11, 2025 - Jan 6, 2026
#9N/A-1.45%
Jan 15, 2026 - Jan 22, 2026
#10N/A-1.16%
Sep 11, 2025 - Sep 30, 2025
#11N/A-1.15%
Jun 4, 2026 - Jun 5, 2026
#12N/A-1.04%
Jan 6, 2026 - Jan 9, 2026
#13N/A-1.02%
Sep 30, 2024 - Oct 11, 2024
#14N/A-0.99%
Feb 11, 2026 - Feb 20, 2026
#15N/A-0.90%
Aug 22, 2025 - Sep 11, 2025

Correlation

Correlation between BREE and SHUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

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