SDMF vs BREE
Comparison between SIMPLIFY DBI CTA MANAGED FUTURES INDEX ETF (SDMF, ETF) and MFS BLENDED RESEARCH EMERGING MARKETS EQUITY ETF (BREE, ETF).
SDMF vs BREE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SDMF vs BREE - Holdings Comparison
SDMF and BREE have 1 common holdings. Overlap is -92.54%
SDMF's top 25 holdings weight is 654.54%. BREE's top 25 holdings weight is 61.05%.
| Rank | SDMF | BREE |
|---|---|---|
| #1 | EURO FX FUTURE JUNE 26 (n/a) - 115.65% | n/a (TSM) - 14.20% |
| #2 | S&P 500 E-MINI (n/a) - 49.16% | SK HYNIX INC (n/a) - 7.43% |
| #3 | TRSSG0018 (n/a) - 48.18% | SAMSUNG ELECTRONICS CO LTD (n/a) - 6.89% |
| #4 | TRSSG0017 (n/a) - 47.74% | TENCENT HOLDINGS LTD ADR (TCEHY) - 3.11% |
| #5 | MSCI EMERGING MARKETS (EM) INDEX FUTURES (n/a) - 39.54% | n/a (n/a) - 2.90% |
| #6 | CRUDE OIL FUTURE JULY 26 (n/a) - 31.39% | LENOVO GROUP LTD (n/a) - 2.14% |
| #7 | TRSSG0015 (n/a) - 27.59% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 2.06% |
| #8 | TRSSG0016 (n/a) - 25.62% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.02% |
| #9 | TRSSG0002 (n/a) - 22.22% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.89% |
| #10 | TRSSG0010 (n/a) - 22.04% | MEDIATEK INC (n/a) - 1.77% |
| #11 | TRSSG0011 (n/a) - 21.74% | SK SQUARE (n/a) - 1.66% |
| #12 | TRSSG0012 (n/a) - 21.08% | PETROCHINA CO LTD CLASS H (n/a) - 1.49% |
| #13 | TRSSG0009 (n/a) - 20.27% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.35% |
| #14 | TRSSG0001 (n/a) - 19.99% | ACCTON TECHNOLOGY CORP (n/a) - 1.21% |
| #15 | TRSSG0020 (n/a) - 19.90% | KB FINANCIAL GROUP INC ADR (KB) - 1.18% |
| #16 | TRSSG0003 (n/a) - 16.79% | DELTA ELECTRONICS INC (n/a) - 1.15% |
| #17 | TRSSG0007 (n/a) - 16.01% | NETEASE INC ADR (NTES) - 1.04% |
| #18 | TRSSG0008 (n/a) - 15.94% | MARUTI SUZUKI INDIA LTD (n/a) - 0.98% |
| #19 | TRSSG0019 (n/a) - 15.16% | SSC GOVERNMENT MM GVMXX (n/a) - 0.98% |
| #20 | TRSSG0004 (n/a) - 14.62% | MAHINDRA & MAHINDRA LTD (n/a) - 0.97% |
| #21 | TRSSG0013 (n/a) - 11.81% | CEMEX SAB DE CV ADR (CX) - 0.97% |
| #22 | TRSSG0006 (n/a) - 10.52% | SUN PHARMACEUTICALS INDUSTRIES LTD (n/a) - 0.94% |
| #23 | TRSSG0005 (n/a) - 10.50% | TATA CONSULTANCY SERVICES LTD (n/a) - 0.92% |
| #24 | TRSSG0014 (n/a) - 10.21% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.91% |
| #25 | CASH (n/a) - 0.87% | CREDICORP LTD (BAP) - 0.89% |
| Total Holdings | 48 | 145 |
SDMF vs BREE - Historical Returns
Returns include dividend reinvestment.
SDMF vs BREE - Annual Returns (2026 - 2026)
Returns include dividend reinvestment.
| Year | SDMF | BREE |
|---|---|---|
| 2026 | +1.43% | +17.50% |
SDMF vs BREE Drawdown Comparison
The maximum drawdown for SDMF was -6.23%, occurring on Mar 23, 2026. Recovery took 64 trading sessions.
The maximum drawdown for BREE was -7.97%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current SDMF drawdown is -1.88%. The current BREE drawdown is -3.70%.
| Rank | SDMF | BREE |
|---|---|---|
| #1 | -6.23% Feb 27, 2026 - Jun 1, 2026 | -7.97% Jun 2, 2026 - Jun 5, 2026 |
| #2 | -2.40% Jun 3, 2026 - Jun 5, 2026 | -7.70% Mar 10, 2026 - Apr 8, 2026 |
| #3 | -0.23% Feb 25, 2026 - Feb 27, 2026 | -5.26% May 11, 2026 - May 27, 2026 |
| #4 | -0.03% Feb 20, 2026 - Feb 24, 2026 | -2.04% Apr 17, 2026 - Apr 30, 2026 |
| #5 | N/A | -0.94% May 6, 2026 - May 8, 2026 |
| #6 | N/A | -0.34% Mar 5, 2026 - Mar 9, 2026 |
| #7 | N/A | -0.32% Apr 14, 2026 - Apr 17, 2026 |
| #8 | N/A | -0.05% Apr 8, 2026 - Apr 10, 2026 |
Correlation
Correlation between SDMF and BREE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
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