BRES vs VOO
Burney US Equity Select ETF vs Vanguard S&P 500 ETF
Which is better, BRES or VOO?
VOO costs less.
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 47.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BRES | VOO |
|---|---|---|
| Expense Ratio | 0.79% | 0.03%Best |
| AUM | $672M | $997.4B |
| Dividend Yield | 0.16% | 1.04% |
| Holdings | 79 | 509 |
| YTD Return | +6.82% | +11.98%Best |
| 1Y Return | - | +16.45% |
| 3Y Return (annualized) | - | +21.19% |
| 5Y Return (annualized) | - | +12.95% |
| Top 10 Weight | 47.5% | 37.6%Best |
| Fund Family | Burney Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Feb 4, 2026 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BRES vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BRES vs VOO Performance
Burney US Equity Select ETF (BRES) is an ETF from Burney Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, BRES is up 6.82% versus a gain of 11.98% for VOO.
Past performance does not guarantee future results.
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 1.04% for VOO.
Holdings Overlap
70.8% of BRES's money is in holdings VOO also owns. 35.5% of VOO's money is in holdings BRES also owns.
Most of BRES is already inside VOO. Owning both mostly buys the same companies twice.
33 positions in common, counted across the 73 positions we hold weights for in BRES and 494 in VOO, against full books of 79 and 509.
What only one of them owns
Our book lists 454 positions for VOO that do not appear in our book for BRES (63.6% of the fund), and 34 for BRES that do not appear in VOO (22.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BRES | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.15% | 7.55% | 0.60% |
| AAPLApple, Inc | 4.17% | 7.05% | 2.88% |
| GOOGLAlphabet Inc,class A | 5.81% | 3.24% | 2.57% |
| MSFTMicrosoft Corp | 2.38% | 5.36% | 2.98% |
| EXPEExpedia Group Inc (consumer Discretionary) | 6.55% | 0.05% | 6.50% |
| AMZNAmazon.Com Inc | 1.52% | 4.13% | 2.61% |
| MUMicron Technology, Inc. | 4.12% | 1.44% | 2.68% |
| CCitigroup Inc. | 4.72% | 0.34% | 4.38% |
| AMDAdvanced Micro Devices, Inc | 3.73% | 1.21% | 2.52% |
| COFCapital One Financial Corp. | 3.78% | 0.20% | 3.58% |
70.8% of BRES is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $76 a year on a $10,000 investment.
What is the holdings overlap between BRES and VOO?
70.8% of BRES's money is in holdings VOO also owns. 35.5% of VOO's is in holdings BRES also owns. They hold 33 positions in common, counted across the 73 positions we hold weights for in BRES and 494 in VOO.
Which pays a higher dividend, BRES or VOO?
BRES yields 0.16% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than BRES?
VOO has a lower expense ratio. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 47.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.