BRES vs VOO
Burney US Equity Select ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BRES offers more diversification with 888 holdings.
Side-by-Side Comparison
| Metric | BRES | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $700M | $997.4B | |
| Dividend Yield | 0.16% | 1.08% | |
| Holdings | 888 | 509 | |
| YTD Return | +9.98% | +12.38% | |
| 1Y Return | - | +20.22% | |
| 3Y Return (annualized) | - | +21.79% | |
| 5Y Return (annualized) | - | +12.84% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -9.1% | -34.3% | |
| Fund Family | Burney Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 4, 2026 | Sep 7, 2010 |
BRES vs VOO Performance
Burney US Equity Select ETF (BRES) is a ETF from Burney Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BRES is up 9.98% versus a gain of 12.38% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for BRES and -34.3% for VOO. 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 VOO 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 1.08% for VOO.
Holdings Overlap
BRES and VOO share 33 holdings out of 549 unique holdings combined, representing a 27.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRES or VOO?
BRES has an expense ratio of 0.79% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between BRES and VOO?
BRES and VOO share 33 common holdings with a 27.6% weight overlap. Combined, they hold 549 unique securities.
Which pays a higher dividend, BRES or VOO?
BRES yields 0.16% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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