BRIF vs INRO
FIS Bright Portfolios Focused Equity ETF vs iShares US Industry Rotation Active ETF
Which is better, BRIF or INRO?
BRIF has been ahead.
INRO has a lower expense ratio. BRIF led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. INRO is less concentrated, with 38.5% of the fund in its ten largest positions against 38.8%.
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 | BRIF | INRO |
|---|---|---|
| Expense Ratio | 0.66% | 0.42%Best |
| AUM | $168M | $525M |
| Dividend Yield | 0.42% | 0.59% |
| Holdings | 100 | 296 |
| YTD Return | +24.12%Best | +12.72% |
| 1Y Return | +24.22%Best | +14.72% |
| Volatility (annualized) | 12.4%Best | 13.5% |
| Max Drawdown | -17.2%Best | -20.0% |
| $10,000 over 1.8 years | $14,735Best | $13,006 |
| Top 10 Weight | 38.8% | 38.5%Best |
| Fund Family | Faith Investor Services | BlackRock, Inc. (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 20, 2024 | Mar 26, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 20, 2024 to Oct 23, 2026 (1.8 years).
BRIF vs INRO 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 covers the 1.8 years both funds cover.
BRIF vs INRO Performance
FIS Bright Portfolios Focused Equity ETF (BRIF) is an ETF from Faith Investor Services and iShares US Industry Rotation Active ETF (INRO) is an ETF from BlackRock, Inc. (US). Over the past year BRIF returned +24.22% while INRO returned +14.72%. Year to date, BRIF is up 24.12% versus a gain of 12.72% for INRO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
INRO has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 12.4% for BRIF. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -17.2% for BRIF and -20.0% for INRO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BRIF charges 0.66% per year while INRO charges 0.42%. On a $10,000 position that is $66 vs $42 annually, a gap of $24 per year that compounds over a long holding period. On income, BRIF currently yields 0.42% against 0.59% for INRO.
Holdings Overlap
67.2% of BRIF's money is in holdings INRO also owns. 24.5% of INRO's money is in holdings BRIF also owns.
The two portfolios partly overlap.
31 positions in common, counted across the 50 positions we hold weights for in BRIF and 304 in INRO, against full books of 100 and 296.
What only one of them owns
Our book lists 249 positions for INRO that do not appear in our book for BRIF (74.5% of the fund), and 17 for BRIF that do not appear in INRO (29.1%).
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 BRIF | Weight in INRO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.71% | 8.15% | 0.44% |
| LLYEli Lilly & Co. | 4.23% | 1.39% | 2.84% |
| AVGOBroadcom Inc | 2.83% | 2.06% | 0.77% |
| CSCOCisco Systems Inc. - Ordinary Shares | 3.65% | 0.62% | 3.03% |
| ABBVAbbvie Inc. | 3.61% | 0.46% | 3.15% |
| LINLinde Plc Ordinary Shares | 3.45% | 0.13% | 3.32% |
| MUMicron Technology, Inc. | 1.40% | 1.88% | 0.48% |
| CRWDCrowdstrike Holdings Inc | 2.84% | 0.25% | 2.59% |
| GILDGilead Sciences | 2.68% | 0.27% | 2.41% |
| XOMExxonmobil Corp. | 1.91% | 1.01% | 0.90% |
67.2% of BRIF is already inside INRO.
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, BRIF or INRO?
BRIF has an expense ratio of 0.66% while INRO charges 0.42%. INRO is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, BRIF or INRO?
Over the past year BRIF returned +24.22% vs +14.72% for INRO, so BRIF leads on 1-year performance. Over the longest common window we track (2 years), BRIF annualized +24.03% vs +15.72% for INRO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRIF or INRO?
INRO has been the more volatile fund at 13.5% annualized versus 12.4% for BRIF. Worst drawdown: BRIF -17.2% vs INRO -20.0%.
Should I hold both BRIF and INRO?
BRIF and INRO have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BRIF and INRO?
67.2% of BRIF's money is in holdings INRO also owns. 24.5% of INRO's is in holdings BRIF also owns. They hold 31 positions in common, counted across the 50 positions we hold weights for in BRIF and 304 in INRO.
Which pays a higher dividend, BRIF or INRO?
BRIF yields 0.42% while INRO yields 0.59%, so INRO currently pays the higher dividend yield.
Is INRO better than BRIF?
INRO has a lower expense ratio. BRIF led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. INRO is less concentrated, with 38.5% of the fund in its ten largest positions against 38.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.