Compare · 2 funds side by side · dividends reinvested

BREE and AVEM

BREEMFS×AVEMAvantis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330AVEM · best of the two

02 / 03

BREE and AVEM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis Emerging Markets Equity ETFInternational · Emerging0.33%2.77%+14.0%+14.0%+22.6%+8.9%−14.3%24.8%$26.8B1.0

MFS Blended Research Emerging Markets Equity ETFInternational · Emerging0.44%0.00%[…][…][…][…][…][…]$25M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BREE 2026 · AVEM 2019

Head to Head

Swap sides Versus in desk

Head to Head

MFS Blended Research Emerging Markets Equity ETF · $25M[…]

BREE

AVEM

Avantis Emerging Markets Equity ETF · $26.8B$15,330

$10,000 five years ago, dividends reinvested · they hold 25.1% in common

BREEMeasureAVEM

[…]Year to dateJan 1 → Nov 4+14.0%

[…]1 yearTotal return+14.0%

[…]3 years · per year$10,000 became […] · $18,442+22.6%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.44%Expense ratio$44 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $277 a year on $10k2.77%

[…]Worst dropSmaller is better−14.3%

[…]VolatilityLower is calmer24.8%

BREEAVEM Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2AVEM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BREE vs AVEM: Top 5 Holdings

Today

BREE

30.5%in top 5

AVEM

in top 524.2%

BREEStockAVEM

14.4%TSM6.5%

not top 52330.TW5.8%

5.5%000660.K5.1%

5.3%005930.Knot top 5

not top 5SMSN.L5.3%

2.7%005935.Knot top 5

2.6%0939.HKnot top 5

not top 50700.HK1.6%

Held in common25.1%

End-of-day Nov 4, 2026 · share of each fund

BREE vs AVEM Returns, Every Period

MFSBREE

[…]

past year

AVEMAvantis

+14.0%

past year

Returns […]

BREEAVEMFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BREE vs AVEM

YTD

MFSBREE

[…]

AVEMAvantis

+14.0%

[…]Year to date+14.0%

[…]Worst drop · 1Y−14.3%

[…]Volatility · 1Y24.8%

0.0%Yield2.8%

$24.6MAssets$26.8B

1–0AVEM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BREE, AVEM

Today

0.33%lowest, AVEM

FundExpense ratioFee$10k

AVEM0.33%$33

BREE0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BREE, AVEM

2.77%highest, AVEM

FundTrailing yieldYield$10k

AVEM2.77%$277

BREE0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$244most kept, AVEM

AVEM$277 − $33 = $244

BREE$0 − $44 = −$44

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BREE, AVEM

Today

25.1%most shared, BREE and AVEM

BREEAVEM

BREE—25.1%

AVEM25.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%AVEM, at 24.8% volatility

AVEMWorst drop−14.3%24.8% vol

BREEWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026