BRES vs VOO
BRES vs VOO
Burney US Equity Select ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. BRES offers more diversification with 753 holdings.
Side-by-Side Comparison
| Metric | BRES | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.03% | |
| AUM | $672M | $979.0B | |
| Dividend Yield | 0.16% | 1.09% | |
| Holdings | 753 | 509 | |
| YTD Return | +11.54% | +13.53% | |
| 1Y Return | - | +23.65% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -9.1% | -34.3% | |
| Fund Family | Burney Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 4, 2026 | Sep 7, 2010 |
BRES vs VOO Performance
Burney US Equity Select ETF (BRES) is a ETF from Burney Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BRES is up 11.54% versus a gain of 13.53% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for BRES and -34.3% for VOO. 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 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, BRES currently yields 0.16% against 1.09% for VOO.
Holdings Overlap
BRES and VOO share 323 holdings out of 935 unique holdings combined, representing a 45.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BRES | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 3.12% | 7.51% | 4.39% |
| AAPL | 3.89% | 6.59% | 2.70% |
| MSFT | 2.10% | 4.30% | 2.20% |
| GOOGL | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| LRCX | Pro | Pro | Pro |
| JPM | Pro | Pro | Pro |
See all 10 holdings BRES shares with VOO 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 VOO?
BRES 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.
What is the holdings overlap between BRES and VOO?
BRES and VOO share 323 common holdings with a 45.0% weight overlap. Combined, they hold 935 unique securities.
Which pays a higher dividend, BRES or VOO?
BRES yields 0.16% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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