BRES vs SCHD
BRES vs SCHD
Burney US Equity Select ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. BRES offers more diversification with 753 holdings.
Side-by-Side Comparison
| Metric | BRES | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.06% | |
| AUM | $672M | $103.7B | |
| Dividend Yield | 0.16% | 3.31% | |
| Holdings | 753 | 104 | |
| YTD Return | +10.53% | +24.26% | |
| 1Y Return | - | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -9.1% | -33.4% | |
| Fund Family | Burney Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 4, 2026 | Oct 20, 2011 |
BRES vs SCHD Performance
Burney US Equity Select ETF (BRES) is a ETF from Burney Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, BRES is up 10.53% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for BRES and -33.4% for SCHD. 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 SCHD charges 0.06%. On a $10,000 position that is $79 vs $6 annually, a gap of $73 per year that compounds over a long holding period. On income, BRES currently yields 0.16% against 3.31% for SCHD.
Holdings Overlap
BRES and SCHD share 44 holdings out of 809 unique holdings combined, representing a 3.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BRES | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 0.16% | 4.54% | 4.38% |
| ABT | 0.03% | 4.49% | 4.46% |
| MRK | 0.15% | 4.32% | 4.17% |
| AMGN | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
See all 10 holdings BRES shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BRES or SCHD?
BRES has an expense ratio of 0.79% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
What is the holdings overlap between BRES and SCHD?
BRES and SCHD share 44 common holdings with a 3.4% weight overlap. Combined, they hold 809 unique securities.
Which pays a higher dividend, BRES or SCHD?
BRES yields 0.16% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.