BRNY vs VOO
Burney US Factor Rotation ETF vs Vanguard S&P 500 ETF
Which is better, BRNY or VOO?
BRNY has been ahead.
VOO has a lower expense ratio. BRNY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 48.4%.
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 | BRNY | VOO |
|---|---|---|
| Expense Ratio | 0.79% | 0.03%Best |
| AUM | $605M | $997.4B |
| Dividend Yield | 0.20% | 1.04% |
| Holdings | 74 | 509 |
| YTD Return | +15.31%Best | +13.82% |
| 1Y Return | +22.16%Best | +18.56% |
| 3Y Return (annualized) | +27.73%Best | +23.49% |
| 5Y Return (annualized) | - | +13.34% |
| Volatility (annualized) | 14.5% | 12.9%Best |
| Max Drawdown | -19.1% | -18.7%Best |
| $10,000 over 3.9 years | $24,025Best | $22,555 |
| Top 10 Weight | 48.4% | 37.6%Best |
| Fund Family | Burney Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 13, 2022 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 14, 2022 to Sep 25, 2026 (3.9 years).
BRNY 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 covers the 3.9 years both funds cover.
BRNY vs VOO Performance
Burney US Factor Rotation ETF (BRNY) is an ETF from Burney Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BRNY returned +22.16% while VOO returned +18.56%. Year to date, BRNY is up 15.31% versus a gain of 13.82% for VOO.
Over three years, BRNY compounded at +27.73% per year against +23.49% for VOO. Across the full 4-year window we track, BRNY has the edge at +25.20% annualized vs +23.19%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BRNY has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 12.9% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.04% for VOO.
Holdings Overlap
68.1% of BRNY's money is in holdings VOO also owns. 35.3% of VOO's money is in holdings BRNY also owns.
The two portfolios partly overlap.
30 positions in common, counted across the 71 positions we hold weights for in BRNY and 494 in VOO, against full books of 74 and 509.
What only one of them owns
Our book lists 457 positions for VOO that do not appear in our book for BRNY (63.9% of the fund), and 34 for BRNY that do not appear in VOO (24.3%).
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 BRNY | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.37% | 7.55% | 0.82% |
| AAPLApple, Inc | 4.95% | 7.05% | 2.10% |
| MSFTMicrosoft Corp | 3.56% | 5.36% | 1.80% |
| GOOGLAlphabet Inc,class A | 5.58% | 3.24% | 2.34% |
| EXPEExpedia Group Inc (consumer Discretionary) | 6.61% | 0.05% | 6.56% |
| AMZNAmazon.Com Inc | 1.39% | 4.13% | 2.74% |
| MUMicron Technology, Inc. | 3.98% | 1.44% | 2.54% |
| AMDAdvanced Micro Devices, Inc | 3.93% | 1.21% | 2.72% |
| METAMeta Platforms Inc | 2.81% | 1.90% | 0.91% |
| ANETArista Networks Inc Common Stock | 3.92% | 0.29% | 3.63% |
68.1% of BRNY 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, BRNY or VOO?
BRNY 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.
Which performed better, BRNY or VOO?
Over the past year BRNY returned +22.16% vs +18.56% for VOO, so BRNY leads on 1-year performance. Over the longest common window we track (4 years), BRNY annualized +25.20% vs +23.19% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRNY or VOO?
BRNY has been the more volatile fund at 14.5% annualized versus 12.9% for VOO. Worst drawdown: BRNY -19.1% vs VOO -18.7%.
Should I hold both BRNY and VOO?
BRNY and VOO have a monthly-return correlation of 0.92, 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 BRNY and VOO?
68.1% of BRNY's money is in holdings VOO also owns. 35.3% of VOO's is in holdings BRNY also owns. They hold 30 positions in common, counted across the 71 positions we hold weights for in BRNY and 494 in VOO.
Which pays a higher dividend, BRNY or VOO?
BRNY yields 0.20% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than BRNY?
VOO has a lower expense ratio. BRNY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 48.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.