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BRSMvsSMMDETF Comparison

ETF 1
BRSM

MFS Blended Research Small-Mid Cap ETF

This fund is part of
US Multi-Factor
+0.62%
VS
ETF 2
SMMD

iShares Russell 2500 ETF

This fund is part of
US Multi-Factor
+0.62%

MFS Blended Research Small-Mid Cap ETF (BRSM) and iShares Russell 2500 ETF (SMMD) belong to the same industry segment: US Multi-Factor. BRSM's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, SMMD's top sector exposures are Finance, Healthcare and Industrials. BRSM is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.23% for SMMD. Run a side-by-side ETF comparison of BRSM and SMMD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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BRSM vs SMMD performance and flow charts

Performance

-4.0-3.0-2.0-1.00.01.0%Sep 21Sep 28Oct 5Oct 12Oct 19

Cumulative Flows

-20 M0 M20 M40 M60 M80 MSep 21Sep 28Oct 5Oct 12Oct 19

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 10/20/2026
1M3MYTD1Y3Y5Y
Perf.
BRSM
SMMD
-0.06%-2.02%
-0.65%-3.20%
n/a+15.45%
n/a+16.44%
n/a+72.31%
n/a+37.51%
Flows
BRSM
SMMD
-+$73M
+$2M+$681M
-+$1.57B
-+$1.94B
-+$2.65B
-+$3.12B
Volatility and drawdown
3M1Y3Y5Y
Volatility
BRSM
SMMD
+12.65%+13.13%
n/a+17.11%
n/a+19.23%
n/a+20.92%
Max drawdown
BRSM
SMMD
-7.38%-9.29%
n/a-9.48%
n/a-25.55%
n/a-28.20%
Max drawdown duration
BRSM
SMMD
65d65d
n/a43d
n/a283d
n/a980d
Trading data

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BRSM
SMMD
Last sale
10/21/2026 at 1:30 PM
$25.32
$86.13
Previous close
10/20/2026
$25.20
$85.81
Consolidated volume
10/20/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
Replication quality
Data as of September 30, 2026
1-year trailing difference

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BRSM
is actively managed and doesn’t replicate an index

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BRSM
SMMD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst
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Main metrics
Last update 10/21/2026 at 1:30 PM
Live
Closed
BRSM
SMMD
Last price
$25.32
$86.13
1D performance
+0.49%
+0.37%
AuM$26.71 M$4.10 B
E/R0.38%0.23%
Characteristics
BRSM
SMMD
Management strategyActivePassive
ProviderMFSiShares
Benchmark-Russell 2500 Index
N° of holdings3112441
Asset class-Equities
Trailing 12m distribution yield
Join
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Inception dateJune 3, 2026July 6, 2017
ESGNoNo
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Exposure

Countries

BRSM
USA
92.06%
Other
7.94%
SMMD
USA
95.07%
Other
4.93%

Sectors

BRSM
Finance
24.53%
Technology
15.77%
Healthcare
14.22%
Industrials
11.6%
Non-Energy Materi.
8.73%
Other
25.15%
SMMD
Finance
24.58%
Healthcare
15.12%
Industrials
13.67%
Technology
13.37%
Non-Energy Materi.
8.27%
Other
25%
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Diversification

BRSM

Total weight of top 15 holdings out of 15

14.29%
SMMD

Total weight of top 15 holdings out of 15

4.49%

Top 15 holdings

Data as of August 31, 2026
BRSM
TechnipFMC plc
1.14%
Roku, Inc.
1.09%
Box, Inc.
1.06%
Aramark
1.04%
Universal Health Services, Inc.
0.98%
Everest Group Ltd.
0.98%
Bill Holdings, Inc.
0.97%
Popular, Inc.
0.97%
Lincoln National Corp.
0.95%
UGI Corp.
0.88%
UMB Financial Corp.
0.87%
Cathay General Bancorp
0.87%
Okta, Inc.
0.83%
Gap, Inc.
0.83%
AGCO Corp.
0.82%
SMMD
ATI, Inc.
0.37%
nVent Electric Plc
0.33%
F5, Inc.
0.31%
US Foods Holding Corp.
0.31%
Carpenter Technology Corp.
0.31%
Tenet Healthcare Corp.
0.31%
SoFi Technologies, Inc.
0.31%
Royal Gold, Inc.
0.30%
Coeur Mining, Inc.
0.29%
Affirm Holdings, Inc.
0.28%
Roku, Inc.
0.28%
Packaging Corporation of America
0.28%
Guardant Health, Inc.
0.28%
Woodward, Inc.
0.27%
Snap-On, Inc.
0.27%
Frequently asked questions about BRSM and SMMD

Which ETF is bigger: BRSM or SMMD?

As of October 20, 2026, BRSM holds $26.71 M in assets under management (AUM), while SMMD manages $4.10 B.

What sectors do the BRSM and SMMD ETFs invest in?

BRSM leans toward sectors like Finance, Technology and Healthcare. Meanwhile, SMMD focuses on Finance, Healthcare and Industrials.

What are the top holdings of the BRSM ETF and SMMD ETF?

BRSM top holdings include TechnipFMC plc, Roku, Inc. and Box, Inc.. SMMD holds in its top three: ATI, Inc., nVent Electric Plc and F5, Inc..

Which ETF is more diversified: BRSM or SMMD?

BRSM holds 311 securities with 14.29% of its assets in the top 15. SMMD has 2460 securities and a top 15 weight of 4.49%.

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