BRCE vs SPY
BRCE vs SPY
MFS Blended Research Core Equity ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | BRCE | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.09% | |
| AUM | $34M | $789.1B | |
| Dividend Yield | 0.52% | 1.01% | |
| Holdings | 100 | 505 | |
| YTD Return | +14.88% | +11.49% | |
| 1Y Return | - | +21.37% | |
| 3Y Return (annualized) | - | +20.76% | |
| 5Y Return (annualized) | - | +12.94% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -8.8% | -56.5% | |
| Fund Family | MFS Investment Management | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Oct 22, 2025 | Jan 22, 1993 |
BRCE vs SPY Performance
MFS Blended Research Core Equity ETF (BRCE) is a ETF from MFS Investment Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BRCE is up 14.88% versus a gain of 11.49% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -8.8% for BRCE and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $24 vs $9 annually, a gap of $15 per year that compounds over a long holding period. On income, BRCE currently yields 0.52% against 1.01% for SPY.
Holdings Overlap
BRCE and SPY share 82 holdings out of 520 unique holdings combined, representing a 50.9% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in BRCE | Weight in SPY | Difference |
|---|---|---|---|
| NVDA | 9.21% | 7.31% | 1.90% |
| AAPL | 8.33% | 7.09% | 1.24% |
| MSFT | 4.88% | 4.43% | 0.45% |
| AMZN | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
See all 10 holdings BRCE shares with SPY 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 SPY?
BRCE has an expense ratio of 0.24% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
What is the holdings overlap between BRCE and SPY?
BRCE and SPY share 82 common holdings with a 50.9% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, BRCE or SPY?
BRCE yields 0.52% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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