BRCE vs QQQ
BRCE vs QQQ
MFS Blended Research Core Equity ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | BRCE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.18% | |
| AUM | $34M | $455.8B | |
| Dividend Yield | 0.52% | 0.41% | |
| Holdings | 100 | 108 | |
| YTD Return | +16.80% | +18.34% | |
| 1Y Return | - | +28.94% | |
| 3Y Return (annualized) | - | +25.28% | |
| 5Y Return (annualized) | - | +15.22% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -8.8% | -83.0% | |
| Fund Family | MFS Investment Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | Mar 10, 1999 |
BRCE vs QQQ Performance
MFS Blended Research Core Equity ETF (BRCE) is a ETF from MFS Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BRCE is up 16.80% versus a gain of 18.34% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.8% for BRCE and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BRCE charges 0.24% per year while QQQ charges 0.18%. On a $10,000 position that is $24 vs $18 annually, a gap of $6 per year that compounds over a long holding period. On income, BRCE currently yields 0.52% against 0.41% for QQQ.
Holdings Overlap
BRCE and QQQ share 25 holdings out of 177 unique holdings combined, representing a 44.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BRCE | Weight in QQQ | Difference |
|---|---|---|---|
| NVDA | 9.21% | 7.88% | 1.33% |
| AAPL | 8.33% | 7.46% | 0.87% |
| MSFT | 4.88% | 4.65% | 0.23% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
See all 10 holdings BRCE shares with QQQ Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BRCE or QQQ?
BRCE has an expense ratio of 0.24% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $6 per year of difference.
What is the holdings overlap between BRCE and QQQ?
BRCE and QQQ share 25 common holdings with a 44.8% weight overlap. Combined, they hold 177 unique securities.
Which pays a higher dividend, BRCE or QQQ?
BRCE yields 0.52% while QQQ yields 0.41%, so BRCE currently pays the higher dividend yield.
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