BRES vs IVV
Burney US Equity Select ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BRES offers more diversification with 888 holdings.
Side-by-Side Comparison
| Metric | BRES | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $700M | $907.0B | |
| Dividend Yield | 0.16% | 1.10% | |
| Holdings | 888 | 508 | |
| YTD Return | +9.98% | +12.39% | |
| 1Y Return | - | +20.24% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +12.84% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -9.1% | -56.5% | |
| Fund Family | Burney Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 4, 2026 | May 15, 2000 |
BRES vs IVV Performance
Burney US Equity Select ETF (BRES) is a ETF from Burney Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, BRES is up 9.98% versus a gain of 12.39% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for BRES and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BRES charges 0.79% per year while IVV charges 0.03%. On a $10,000 position that is $79 vs $3 annually, a gap of $76 per year that compounds over a long holding period. On income, BRES currently yields 0.16% against 1.10% for IVV.
Holdings Overlap
BRES and IVV share 33 holdings out of 549 unique holdings combined, representing a 27.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRES or IVV?
BRES has an expense ratio of 0.79% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between BRES and IVV?
BRES and IVV share 33 common holdings with a 27.1% weight overlap. Combined, they hold 549 unique securities.
Which pays a higher dividend, BRES or IVV?
BRES yields 0.16% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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