BRES vs VYM
Burney US Equity Select ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BRES offers more diversification with 888 holdings.
Side-by-Side Comparison
| Metric | BRES | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.04% | |
| AUM | $700M | $81.6B | |
| Dividend Yield | 0.16% | 2.24% | |
| Holdings | 888 | 616 | |
| YTD Return | +9.98% | +15.42% | |
| 1Y Return | - | +22.36% | |
| 3Y Return (annualized) | - | +19.06% | |
| 5Y Return (annualized) | - | +12.20% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -9.1% | -58.8% | |
| Fund Family | Burney Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 4, 2026 | Nov 10, 2006 |
BRES vs VYM Performance
Burney US Equity Select ETF (BRES) is a ETF from Burney Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BRES is up 9.98% versus a gain of 15.42% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for BRES and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, BRES currently yields 0.16% against 2.24% for VYM.
Holdings Overlap
BRES and VYM share 19 holdings out of 661 unique holdings combined, representing a 3.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRES or VYM?
BRES has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
What is the holdings overlap between BRES and VYM?
BRES and VYM share 19 common holdings with a 3.6% weight overlap. Combined, they hold 661 unique securities.
Which pays a higher dividend, BRES or VYM?
BRES yields 0.16% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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