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JAPN vs BREE

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

JAPN vs BREE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

JAPN vs BREE - Holdings Comparison

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

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

RankJAPNBREE
#1
FURUNO ELECTRIC CO LTD (n/a) - 10.08%
n/a (TSM) - 13.75%
#2
JAPAN ELEVATOR SERVICE HOLDINGS CO LTD (n/a) - 5.24%
SK HYNIX INC (n/a) - 6.83%
#3
M&A CAPITAL PARTNERS CO LTD (n/a) - 4.59%
SAMSUNG ELECTRONICS CO LTD (n/a) - 6.04%
#4
RESORTTRUST INC (n/a) - 4.46%
TENCENT HOLDINGS LTD ADR (TCEHY) - 3.03%
#5
FINATEXT HOLDINGS LTD (n/a) - 4.13%
n/a (n/a) - 2.48%
#6
HIKARI TSUSHIN INC (n/a) - 4.06%
CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.14%
#7
FURYU CORP (n/a) - 4.02%
ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.96%
#8
ULS GROUP INC (n/a) - 3.92%
HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.86%
#9
ORO CO LTD (n/a) - 3.63%
MEDIATEK INC (n/a) - 1.75%
#10
PAN PACIFIC INTERNATIONAL HOLDINGS CORP (n/a) - 3.60%
PETROCHINA CO LTD CLASS H (n/a) - 1.58%
#11
INTERNET INITIATIVE JAPAN INC (n/a) - 3.36%
SK SQUARE (n/a) - 1.54%
#12
US BANK MMDA USBGFS 7 (n/a) - 3.35%
LENOVO GROUP LTD (n/a) - 1.53%
#13
VISIONAL INC ORDINARY SHARES (n/a) - 3.30%
ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.40%
#14
KOTOBUKI SPIRITS CO LTD (n/a) - 3.15%
ACCTON TECHNOLOGY CORP (n/a) - 1.37%
#15
YONEX CO LTD (n/a) - 2.94%
KB FINANCIAL GROUP INC ADR (KB) - 1.25%
#16
KEEPER TECHNICAL LABORATORY CO LTD (n/a) - 2.92%
DELTA ELECTRONICS INC (n/a) - 1.20%
#17
IG PORT INC (n/a) - 2.87%
SSC GOVERNMENT MM GVMXX (n/a) - 1.20%
#18
STARTS PUBLISHING CORP (n/a) - 2.75%
NETEASE INC ADR (NTES) - 1.08%
#19
OBIC BUSINESS CONSULTANTS CO LTD (n/a) - 2.67%
MAHINDRA & MAHINDRA LTD (n/a) - 1.05%
#20
ALPHAPOLIS CO LTD (n/a) - 2.54%
MARUTI SUZUKI INDIA LTD (n/a) - 1.03%
#21
TRANSACTION CO LTD (n/a) - 2.53%
KANZHUN LTD ADR (BZ) - 0.49%
#22
TSUBURAYA FIELDS HOLDINGS INC (n/a) - 2.37%
PHARMAESSENTIA CORP (n/a) - 0.48%
#23
TOWA CORP (n/a) - 2.35%
KGI FINANCIAL HOLDING CO LTD (n/a) - 0.46%
#24
SEGA SAMMY HOLDINGS INC (n/a) - 2.29%
KOREA ELECTRIC POWER CORP ADR (KEP) - 0.43%
#25
MACNICA HOLDINGS INC (n/a) - 1.75%
OLD MUTUAL LTD ORDINARY SHARES (n/a) - 0.42%
Total Holdings36105

JAPN vs BREE - Historical Returns

Returns include dividend reinvestment.

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

JAPN vs BREE - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

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

JAPN vs BREE Drawdown Comparison

The maximum drawdown for JAPN was -23.95%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for BREE was -7.97%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

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

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

Correlation

Correlation between JAPN and BREE 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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