IJH vs BRSM
YTDYear to date
Level
Past year
Level
Fee
IJH winslower fee
Yield
IJH wins+1.3 pts
AUM
IJH4507.6× more
2–0IJH wins
IJH and BRSM · year-to-date · as of Nov 6, 2026 · AUM not scored
BRSM vs S&P 500
MAX$25.87 · 0.0% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return0.0%+3.4%−1.4%————+3.3%
Peer average−3.6%−0.9%−5.9%+9.9%+13.5%+62.1%+39.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
MFS BRSM and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
BRSM’s Holdings
TodayBOXBox Incclass A1.3%EG1.1%BILL1.0%SSD1.0%ARMK1.0%MTH1.0%RHP0.9%CATY0.9%SJM0.9%UHS0.9%LNC0.9%BPOP0.9%WWW0.9%GDDY0.9%GPS0.9%UMBF0.9%UGI0.8%PDM0.8%POR0.8%EQH0.8%FLS0.8%TXT0.8%
BOXBox Incclass A1.3%EG1.1%BILL1.0%SSD1.0%ARMK1.0%MTH1.0%RHP0.9%CATY0.9%SJM0.9%UHS0.9%LNC0.9%BPOP0.9%
IndustrialsTechnologyFinancial ServicesHealthcareConsumer CyclicalReal EstateOther
MFS BRSM · 99 holdings · tile size = share of the fund · as of Nov 5, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.3% | +9.5% | +9.5% | $121B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +10.7% | +10.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.8% | +12.8% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.2% | +9.2% | $26.6B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +19.2% | +19.2% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.7% | −0.7% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +9.5% | +9.5% | $19.0B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −10.0% | −10.0% | $18.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.8% | +20.8% | $15.2B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +14.9% | +14.9% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +8.3% | +8.3% | $10.0B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.7% | +12.7% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.2% | +10.2% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −8.4% | −8.4% | $6.4B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.3% | +10.3% | $6.2B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.2% | +15.2% | $5.9B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 6, 2026
BRSM Payouts by Year
TodayBRSM pays no distribution.
BRSM’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.3% | −3.9% | +9.5% | +12.9% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −3.5% | +10.7% | +12.4% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | −3.5% | +12.8% | +15.3% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | −3.9% | +9.2% | +12.5% | $26.6B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −2.6% | +19.2% | +24.3% | $22.8B | |
| 6 | BRSM | MFS Blended Research Small-Mid Cap ETFThis fund | 0.38% | — | 0.0% | new | new | $26.8M |
#56 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
BRSM and its peer group · total return · as of Nov 6, 2026
Cards for This View
BRSM’s Top 10 Holdings
Today10.1%of BRSM sits in these 10
MFS BRSM · weight in the fund · as of Nov 5, 2026
BRSM’s Holdings
TodayBOXBox Incclass A1.3%EG1.1%BILL1.0%SSD1.0%ARMK1.0%MTH1.0%RHP0.9%CATY0.9%SJM0.9%UHS0.9%LNC0.9%BPOP0.9%WWW0.9%GDDY0.9%GPS0.9%UMBF0.9%UGI0.8%PDM0.8%POR0.8%EQH0.8%FLS0.8%TXT0.8%
BOXBox Incclass A1.3%EG1.1%BILL1.0%SSD1.0%ARMK1.0%MTH1.0%RHP0.9%CATY0.9%SJM0.9%UHS0.9%LNC0.9%BPOP0.9%
IndustrialsTechnologyFinancial ServicesHealthcareConsumer CyclicalReal EstateOther
MFS BRSM · 99 holdings · tile size = share of the fund · as of Nov 5, 2026
BRSM vs Peer Average
YTDBRSMAvsBPeer average
1D0.0%−3.6%
1M+3.4%−0.9%
3M−1.4%−5.9%
YTD[…]+9.9%
1Y[…]+13.5%
3Y[…]+62.1%
5Y[…]+39.2%
3–0BRSM wins
107 Mid cap peers · each row scaled to its leader