BRES vs QQQ
Burney US Equity Select ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. BRES offers more diversification with 888 holdings.
Side-by-Side Comparison
| Metric | BRES | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.18% | |
| AUM | $700M | $496.3B | |
| Dividend Yield | 0.16% | 0.44% | |
| Holdings | 888 | 108 | |
| YTD Return | +10.83% | +16.19% | |
| 1Y Return | - | +25.22% | |
| 3Y Return (annualized) | - | +25.47% | |
| 5Y Return (annualized) | - | +14.34% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -9.1% | -83.0% | |
| Fund Family | Burney Investment Management | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Feb 4, 2026 | Mar 10, 1999 |
BRES vs QQQ Performance
Burney US Equity Select ETF (BRES) is a ETF from Burney Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BRES is up 10.83% versus a gain of 16.19% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for BRES and -83.0% for QQQ. 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 QQQ charges 0.18%. On a $10,000 position that is $79 vs $18 annually, a gap of $61 per year that compounds over a long holding period. On income, BRES currently yields 0.16% against 0.44% for QQQ.
Holdings Overlap
BRES and QQQ share 16 holdings out of 163 unique holdings combined, representing a 32.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRES or QQQ?
BRES has an expense ratio of 0.79% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
What is the holdings overlap between BRES and QQQ?
BRES and QQQ share 16 common holdings with a 32.2% weight overlap. Combined, they hold 163 unique securities.
Which pays a higher dividend, BRES or QQQ?
BRES yields 0.16% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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