BRNY vs VYM
Burney US Factor Rotation ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BRNY delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | BRNY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.04% | |
| AUM | $619M | $81.6B | |
| Dividend Yield | 0.21% | 2.24% | |
| Holdings | 74 | 613 | |
| YTD Return | +14.84% | +14.87% | |
| 1Y Return | +26.65% | +21.39% | |
| 3Y Return (annualized) | +26.26% | +18.69% | |
| 5Y Return (annualized) | - | +11.98% | |
| Volatility (annualized) | 14.5% | 14.5% | |
| Max Drawdown | -19.1% | -58.8% | |
| Fund Family | Burney Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2022 | Nov 10, 2006 |
BRNY vs VYM Performance
Burney US Factor Rotation ETF (BRNY) is a ETF from Burney Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BRNY returned +26.65% while VYM returned +21.39%. Year to date, BRNY is up 14.84% versus a gain of 14.87% for VYM.
Over three years, BRNY compounded at +26.26% per year against +18.69% for VYM. Across the full 4-year window we track, BRNY has the edge at +25.53% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 14.5% for BRNY. 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 -58.8% for VYM. 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BRNY 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, BRNY currently yields 0.21% against 2.24% for VYM.
Holdings Overlap
BRNY and VYM share 12 holdings out of 662 unique holdings combined, representing a 3.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BRNY or VYM?
BRNY 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.
Which performed better, BRNY or VYM?
Over the past year BRNY returned +26.65% vs +21.39% for VYM, so BRNY leads on 1-year performance. Over the longest common window we track (4 years), BRNY annualized +25.53% vs +7.00% for VYM. Past performance does not guarantee future results.
Which is riskier, BRNY or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 14.5% for BRNY. Worst drawdown: BRNY -19.1% vs VYM -58.8%.
Should I hold both BRNY and VYM?
BRNY and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRNY and VYM?
BRNY and VYM share 12 common holdings with a 3.5% weight overlap. Combined, they hold 662 unique securities.
Which pays a higher dividend, BRNY or VYM?
BRNY yields 0.21% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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