BREE vs EMXC

ABREE

BEMXC

Measures won0–2EMXC wins · of 6 · 5Y

$10,000 · 5Y$16,364EMXC

Lowest cost0.25%EMXC · $25 on $10k

Most income2.17%EMXC · $217 on $10k

Smallest drop−22.1%EMXC · worst fall in 1Y

Held in common20.1%BREE and EMXC

BREE

EMXC

MFS Blended Research Emerging Markets Equity ETF · $24MiShares MSCI Emerging Markets ex China ETF · $24.3B

[…]3 years · per year[…] · $19,115+24.1%

[…]5 years · per year[…] · $16,364+10.4%

0.44%Expense ratio$44 · $25 on $10k · lower wins0.25%

0.00%12-mo yield$0 · $217 on $10k2.17%

[…]Worst dropSmaller wins−22.1%

[…]VolatilityLower wins30.8%

0–2EMXC wins

$10,000 · 5 yearsOne scale

Shared top holdingsBREE · EMXC

4.6%005930.KS7.7%

4.5%000660.KS5.4%

1.5%2454.TW1.8%

2.4%005935.KS1.1%

Held in common20.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.17%	+3.9%	+22.6%	+27.6%	+24.1%	+10.4%	−22.1%	$24.3B
2	ABREE	MFS Blended Research Emerging Markets Equity ETFRead Desk		0.44%	0.00%	+3.4%	new	new	new	new	[…]	$24M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEMXC	iShares MSCI Emerging Markets ex China ETFRead Desk		0.25%	2.17%	+3.9%	+22.6%	+27.6%	+24.1%	+10.4%	−22.1%	$24.3B
2	ABREE	MFS Blended Research Emerging Markets Equity ETFRead Desk		0.44%	0.00%	+3.4%	new	new	new	new	[…]	$24M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BREE vs EMXC

BREE

MFS Blended Research Emerging Markets Equity

[…]

EMXC

iShares MSCI Emerging Markets ex China

$16,364

MeasureBREEEMXC

Fee0.44%0.25%

Cost on $10k a year$44$25

Yield0.00%2.17%

5 years, per year[…]+10.4%

3 years, per year[…]+24.1%

Worst drop · 1Y[…]−22.1%

Volatility · 1Y[…]30.8%

2–0measures won
EMXC first

20.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: BREE, EMXC

Today

20.1%most shared, BREE and EMXC

BREEEMXC

BREE—20.1%

EMXC20.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$192most kept, EMXC

EMXC$217 − $25 = $192

BREE$0 − $44 = −$44

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee