BRSM ETF — MFS Blended Research Small-Mid Cap ETF

MFS Blended Research Small-Mid Cap ETF (BRSM)

Updated October 16, 2026.

BRSM is an ETF. its expense ratio is 0.38%. Total return is -1.1% over the past 0.4 years, 2.4 points behind SPY at 1.3%.

MFS Blended Research Small-Mid Cap ETF is an equity ETF that invests at least 80% of its assets in companies with small and medium market capitalizations, as defined by the Russell 2500 Index range and third-party classification standards. The fund does not currently distribute, and carries an expense ratio of 0.38%. It may appeal to investors seeking growth-oriented exposure to the small and mid-cap equity market segment.

BRSM performance versus SPY

Price and return data through 2026-10-16.

Total return is -1.1% over the past 0.4 years, 2.4 points behind SPY at 1.3%.

BRSM key facts

Issuer

MFS

Asset type

ETF

Asset class

Equity

Inception date

06/04/2026

Expense ratio

0.38%

Distribution frequency

None

Last close

$24.76 (as of 2026-10-16)

AUM

$26,168,248

Average volume

7.0

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: MFS; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

BRSM risks and drawbacks

Total return has trailed SPY over the available window.

Who may consider BRSM — and who may not

It is a weaker fit for investors who need monthly cash flow (BRSM does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on BRSM

• All tickers starting with B

Tagged: Mid Cap, Small Caps.

Frequently asked questions

More securities from MFS.