BRNY vs VOO
Burney US Factor Rotation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BRNY delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BRNY | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $580M | $979.0B | |
| Dividend Yield | 0.20% | 1.09% | |
| Holdings | 68 | 509 | |
| YTD Return | +17.73% | +14.48% | |
| 1Y Return | +28.54% | +22.02% | |
| 3Y Return (annualized) | +27.16% | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 14.7% | 14.2% | |
| Max Drawdown | -19.1% | -34.3% | |
| Fund Family | Burney Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2022 | Sep 7, 2010 |
BRNY vs VOO Performance
Burney US Factor Rotation ETF (BRNY) is a ETF from Burney Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BRNY returned +28.54% while VOO returned +22.02%. Year to date, BRNY is up 17.73% versus a gain of 14.48% for VOO.
Over three years, BRNY compounded at +27.16% per year against +21.80% for VOO. Across the full 4-year window we track, BRNY has the edge at +26.75% annualized vs +13.61%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BRNY has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 14.2% for VOO. 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 -19.1% for BRNY and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BRNY 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, BRNY currently yields 0.20% against 1.09% for VOO.
Holdings Overlap
BRNY and VOO share 30 holdings out of 542 unique holdings combined, representing a 22.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRNY or VOO?
BRNY 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.
Which performed better, BRNY or VOO?
Over the past year BRNY returned +28.54% vs +22.02% for VOO, so BRNY leads on 1-year performance. Over the longest common window we track (4 years), BRNY annualized +26.75% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, BRNY or VOO?
BRNY has been the more volatile fund at 14.7% annualized versus 14.2% for VOO. Worst drawdown: BRNY -19.1% vs VOO -34.3%.
Should I hold both BRNY and VOO?
BRNY and VOO have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BRNY and VOO?
BRNY and VOO share 30 common holdings with a 22.6% weight overlap. Combined, they hold 542 unique securities.
Which pays a higher dividend, BRNY or VOO?
BRNY yields 0.20% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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