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BREE vs SPEM

MFS Blended Research Emerging Markets Equity ETF vs State Street SPDR Portfolio Emerging Markets ETF

BREE

MFS Blended Research Emerging Markets Equity ETF

MFS

Annual cost

0.44%

Fund size

$24M

SPEM

State Street SPDR Portfolio Emerging Markets ETF

State Street Investment Management

Annual cost

0.07%

Fund size

$17.3B

Key differences

  • SPEM costs 0.37% less per year.
  • SPEM is significantly larger than BREE — larger funds tend to be more liquid and less likely to close.
  • BREE follows a active selection strategy; SPEM uses index tracking.
  • SPEM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BREESPEM
Annual cost (TER)0.44%0.07%
Fund size (AUM)$24M$17.3B
Since20262007
Dividend yield2.58%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1YN/A+30.3%
CAGR 3YN/A+19.0%
CAGR 5YN/A+6.6%
Sharpe 3YN/A0.95
Volatility 1Y15.88%
Max drawdown-7.74%-36.06%

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

Similar to BREE and SPEM