Compare · 2 funds side by side · dividends reinvested

XHB and BRSM

XHBSPDR×BRSMMFS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,886XHB · best of the two

02 / 03

XHB and BRSM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Homebuilders ETFSectors · Real estate0.35%1.07%−0.0%−1.8%+14.4%+6.8%−22.8%28.3%$1.6B1.0

MFS Blended Research Small-Mid Cap ETFUS Stock Styles · Mid cap0.38%0.00%[…][…][…][…][…][…]$28M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: XHB 2006 · BRSM 2026

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Homebuilders ETF · $1.6B$13,886

XHB

BRSM

MFS Blended Research Small-Mid Cap ETF · $28M[…]

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

XHBMeasureBRSM

−0.0%Year to dateJan 1 → Nov 3[…]

−1.8%1 yearTotal return[…]

+14.4%3 years · per year$10,000 became $14,984 · […][…]

+6.8%5 years · per year$10,000 became $13,886 · […][…]

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

1.07%Trailing 12-mo yield$107 · $0 a year on $10k0.00%

−22.8%Worst dropSmaller is better[…]

28.3%VolatilityLower is calmer[…]

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

2–0XHB wins

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

More Ways to See the Pairs

XHB vs BRSM: Top 5 Holdings

Today

XHB

19.0%in top 5

BRSM

in top 55.4%

XHBStockBRSM

3.9%SNnot top 5

3.9%ALLEnot top 5

3.8%Wnot top 5

3.7%MASnot top 5

3.6%WSMnot top 5

not top 5BOX1.3%

not top 5EG1.1%

not top 5ARMK1.0%

not top 5BILL1.0%

not top 5SSD1.0%

Held in common3.9%

End-of-day Nov 3, 2026 · share of each fund

XHB vs BRSM Returns, Every Period

SPDRXHB

−1.8%

past year

BRSMMFS

[…]

past year

Returns […]

XHBBRSMFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: XHB vs BRSM

YTD

SPDRXHB

−0.0%

BRSMMFS

[…]

−0.0%Year to date[…]

−22.8%Worst drop · 1Y[…]

28.3%Volatility · 1Y[…]

1.1%Yield0.0%

$1.6BAssets$27.6M

1–0XHB wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XHB, BRSM

Today

0.35%lowest, XHB

FundExpense ratioFee$10k

XHB0.35%$35

BRSM0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XHB, BRSM

1.07%highest, XHB

FundTrailing yieldYield$10k

XHB1.07%$107

BRSM0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$72most kept, XHB

XHB$107 − $35 = $72

BRSM$0 − $38 = −$38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XHB, BRSM

Today

3.9%most shared, XHB and BRSM

XHBBRSM

XHB—3.9%

BRSM3.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−1.8%XHB, at 28.3% volatility

XHBWorst drop−22.8%28.3% vol

BRSMWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026