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BREE vs EEMA

MFS Blended Research Emerging Markets Equity ETF vs iShares MSCI Emerging Markets Asia ETF

BREE

MFS Blended Research Emerging Markets Equity ETF

MFS

Annual cost

0.44%

Fund size

$24M

EEMA

iShares MSCI Emerging Markets Asia ETF

iShares

Annual cost

0.49%

Fund size

$1.3B

Key differences

  • EEMA is significantly larger than BREE — larger funds tend to be more liquid and less likely to close.
  • BREE follows a active selection strategy; EEMA uses index tracking.
  • EEMA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BREEEEMA
Annual cost (TER)0.44%0.49%
Fund size (AUM)$24M$1.3B
Since20262012
Dividend yield1.28%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+52.6%
CAGR 3YN/A+24.0%
CAGR 5YN/A+7.6%
Sharpe 3YN/A1.02
Volatility 1Y20.34%
Max drawdown-7.74%-44.18%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BREE and EEMA