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BRSMvsSMMDETF Comparison

ETF 1

BRSM

MFS Blended Research Small-Mid Cap ETF

This fund is part of

US Multi-Factor

-0.23%

Full BRSM fund page

VS

ETF 2

SMMD

iShares Russell 2500 ETF

This fund is part of

US Multi-Factor

-0.23%

Full SMMD fund page

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 Industrials. In contrast, SMMD's top sector exposures are Finance, Industrials and Healthcare. 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

Cumulative Flows

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

Data Services

Historic performance and flows

Data as of 07/22/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	BRSM SMMD	-0.50%-1.46%	n/a+6.40%	n/a+20.07%	n/a+29.33%	n/a+56.79%	n/a+50.35%
Flows	BRSM SMMD	+$4M+$50M	-+$439M	-+$858M	-+$1.44B	-+$1.96B	-+$2.45B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	BRSM SMMD	n/a+17.72%	n/a+17.84%	n/a+19.39%	n/a+20.96%
Max drawdown	BRSM SMMD	n/a-4.22%	n/a-9.48%	n/a-25.55%	n/a-28.20%
Max drawdown duration	BRSM SMMD	n/a16d	n/a43d	n/a283d	n/a980d

Trading data

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	BRSM	SMMD
Last sale 7/23/2026 at 1:30 PM	$25.28	$88.86
Previous close 07/22/2026	$25.51	$89.57
Consolidated volume 07/22/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of June 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

Main metrics

Last update 7/23/2026 at 1:30 PM

Live

Closed

	BRSM	SMMD
Last price	$25.28	$88.86
1D performance	-0.92%	-0.79%
AuM	$26.03 M	$3.56 B
E/R	0.38%	0.23%

Characteristics

	BRSM	SMMD
Management strategy	Active	Passive
Provider	MFS	iShares
Benchmark	-	Russell 2500 Index
N° of holdings	306	2467
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	June 3, 2026	July 6, 2017
ESG	No	No

More BRSM data on Trackinsight

More SMMD data on Trackinsight

Exposure

Countries

BRSM

USA

92.05%

Other

7.95%

SMMD

USA

95.04%

Other

4.96%

Sectors

BRSM

Finance

23.44%

Technology

17.13%

Industrials

14%

Healthcare

13.48%

Non-Energy Materi.

7.87%

Other

24.09%

SMMD

Finance

23.86%

Industrials

15.48%

Healthcare

14.26%

Technology

13.89%

Non-Energy Materi.

8.19%

Other

24.33%

Diversification

BRSM

Total weight of top 15 holdings out of 15

14.22%

SMMD

Total weight of top 15 holdings out of 15

4.88%

Top 15 holdings

Data as of June 30, 2026

BRSM

MYR Group, Inc.

1.13%

Okta, Inc.

1.08%

Aramark

1.05%

Curtiss-Wright Corp.

1.00%

TechnipFMC plc

0.97%

Roku, Inc.

0.96%

Popular, Inc.

0.95%

Everest Group Ltd.

0.93%

nVent Electric Plc

0.91%

The Timken Co.

0.89%

Talen Energy Corp.

0.89%

Cathay General Bancorp

0.88%

UMB Financial Corp.

0.88%

Sandisk Corp.

0.86%

Universal Health Services, Inc.

0.85%

SMMD

MKS, Inc.

0.40%

Carpenter Technology Corp.

0.40%

nVent Electric Plc

0.36%

ATI, Inc.

0.35%

MACOM Technology Solutions Holdings, Inc.

0.34%

Woodward, Inc.

0.34%

Sterling Infrastructure, Inc.

0.33%

F5, Inc.

0.31%

Affirm Holdings, Inc.

0.30%

NiSource, Inc.

0.30%

SoFi Technologies, Inc.

0.30%

US Foods Holding Corp.

0.30%

C.H. Robinson Worldwide, Inc.

0.29%

Lattice Semiconductor Corp.

0.28%

Packaging Corporation of America

0.27%

Frequently asked questions about BRSM and SMMD

Which ETF is bigger: BRSM or SMMD?

As of July 22, 2026, BRSM holds $26.03 M in assets under management (AUM), while SMMD manages $3.56 B.

What sectors do the BRSM and SMMD ETFs invest in?

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

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

BRSM top holdings include MYR Group, Inc., Okta, Inc. and Aramark. SMMD holds in its top three: MKS, Inc., Carpenter Technology Corp. and nVent Electric Plc.

BRSMvsSMMDETF Comparison

MFS Blended Research Small-Mid Cap ETF

iShares Russell 2500 ETF

BRSM vs SMMD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

Which ETF is bigger: BRSM or SMMD?

As of July 22, 2026, BRSM holds $26.03 M in assets under management (AUM), while SMMD manages $3.56 B.

What sectors do the BRSM and SMMD ETFs invest in?

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

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

BRSM top holdings include MYR Group, Inc., Okta, Inc. and Aramark. SMMD holds in its top three: MKS, Inc., Carpenter Technology Corp. and nVent Electric Plc.

Which ETF is more diversified: BRSM or SMMD?

BRSM holds 306 securities with 14.22% of its assets in the top 15. SMMD has 2505 securities and a top 15 weight of 4.88%.

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