BREE vs SPY
Comparison between MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
BREE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BREE
$24M
Winner
SPY
$735B
Expense Ratio
BREE
0.44%
Winner
SPY
0.09%
Max Drawdown
Winner
BREE
7.97%
SPY
56.47%
Sharpe Ratio
BREE
1.57
Winner
SPY
1.62
5Y Beta
BREE
1.71
Winner
SPY
1.00
P/E Ratio
BREE
N/A
SPY
28.99
Forward P/E
BREE
N/A
SPY
22.37
5Y Dividends CAGR
BREE
N/A
SPY
5.43%
5Y EPS CAGR
BREE
N/A
SPY
26.05%
Debt to Equity
BREE
N/A
SPY
32.40%
P/S Ratio
BREE
N/A
SPY
3.74
P/B Ratio
BREE
N/A
SPY
5.61
BREE vs SPY - Holdings Comparison
BREE and SPY have 1 common holdings. Overlap is 0.00%
BREE's top 25 holdings weight is 56.35%. SPY's top 25 holdings weight is 52.37%.
| Rank | BREE | SPY |
|---|---|---|
| #1 | n/a (TSM) - 13.75% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | SK HYNIX INC (n/a) - 6.83% | APPLE INC (AAPL) - 7.02% |
| #3 | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.04% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | TENCENT HOLDINGS LTD ADR (TCEHY) - 3.03% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | n/a (n/a) - 2.48% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.14% | BROADCOM INC (AVGO) - 3.10% |
| #7 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.96% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.86% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | MEDIATEK INC (n/a) - 1.75% | TESLA INC (TSLA) - 1.89% |
| #10 | PETROCHINA CO LTD CLASS H (n/a) - 1.58% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | SK SQUARE (n/a) - 1.54% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | LENOVO GROUP LTD (n/a) - 1.53% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.40% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ACCTON TECHNOLOGY CORP (n/a) - 1.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | KB FINANCIAL GROUP INC ADR (KB) - 1.25% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | DELTA ELECTRONICS INC (n/a) - 1.20% | INTEL CORP (INTC) - 0.90% |
| #17 | SSC GOVERNMENT MM GVMXX (n/a) - 1.20% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | NETEASE INC ADR (NTES) - 1.08% | VISA INC CLASS A (V) - 0.85% |
| #19 | MAHINDRA & MAHINDRA LTD (n/a) - 1.05% | WALMART INC (WMT) - 0.81% |
| #20 | MARUTI SUZUKI INDIA LTD (n/a) - 1.03% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | KANZHUN LTD ADR (BZ) - 0.49% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | PHARMAESSENTIA CORP (n/a) - 0.48% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | KGI FINANCIAL HOLDING CO LTD (n/a) - 0.46% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | KOREA ELECTRIC POWER CORP ADR (KEP) - 0.43% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | OLD MUTUAL LTD ORDINARY SHARES (n/a) - 0.42% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 105 | 505 |
BREE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
BREE
+0.98%
Winner
SPY
+1.90%
3M
Winner
BREE
+12.29%
SPY
+8.55%
6M
BREE
N/A
SPY
+8.18%
1Y
BREE
N/A
SPY
+25.79%
5Y(CAGR)
BREE
N/A
SPY
+13.32%
10Y(CAGR)
BREE
N/A
SPY
+15.19%
Max(CAGR)
Winner
BREE
+58.46%
SPY
+8.47%
BREE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BREE | SPY |
|---|---|---|
| 2026 | +12.29% | +8.26% |
| 2025 | N/A | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
BREE vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current BREE drawdown is -7.97%. The current SPY drawdown is -2.90%.
| Rank | BREE | SPY |
|---|---|---|
| #1 | -7.97% Jun 2, 2026 - Jun 5, 2026 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -7.70% Mar 10, 2026 - Apr 8, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.26% May 11, 2026 - May 27, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -2.04% Apr 17, 2026 - Apr 30, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -0.94% May 6, 2026 - May 8, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.34% Mar 5, 2026 - Mar 9, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.32% Apr 14, 2026 - Apr 17, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.05% Apr 8, 2026 - Apr 10, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | N/A | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | N/A | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | N/A | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | N/A | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | N/A | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | N/A | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | N/A | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between BREE and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Select Stocks to Compare
Popular: BREE vs SPY
More Comparisons
Compare with similar stocks
Compare BREE with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF