Skip to content
Beacon
Screener

BREE vs EMXC

MFS Blended Research Emerging Markets Equity ETF vs iShares MSCI Emerging Markets ex China ETF

BREE

MFS Blended Research Emerging Markets Equity ETF

MFS

Annual cost

0.44%

Fund size

$24M

EMXC

iShares MSCI Emerging Markets ex China ETF

iShares

Annual cost

0.25%

Fund size

$22.1B

Key differences

  • EMXC costs 0.19% less per year.
  • EMXC is significantly larger than BREE — larger funds tend to be more liquid and less likely to close.
  • BREE follows a active selection strategy; EMXC uses index tracking.
  • EMXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BREEEMXC
Annual cost (TER)0.44%0.25%
Fund size (AUM)$24M$22.1B
Since20262017
Dividend yield2.27%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+73.4%
CAGR 3YN/A+29.0%
CAGR 5YN/A+13.4%
Sharpe 3YN/A1.33
Volatility 1Y21.58%
Max drawdown-7.74%-42.81%

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

Similar to BREE and EMXC