BRES vs VYM
BRES vs VYM
Burney US Equity Select ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BRES offers more diversification with 753 holdings.
Side-by-Side Comparison
| Metric | BRES | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.04% | |
| AUM | $672M | $79.0B | |
| Dividend Yield | 0.16% | 2.86% | |
| Holdings | 753 | 568 | |
| YTD Return | +11.54% | +15.57% | |
| 1Y Return | - | +25.99% | |
| 3Y Return (annualized) | - | +18.02% | |
| 5Y Return (annualized) | - | +12.71% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -9.1% | -58.8% | |
| Fund Family | Burney Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 4, 2026 | Nov 10, 2006 |
BRES vs VYM Performance
Burney US Equity Select ETF (BRES) is a ETF from Burney Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BRES is up 11.54% versus a gain of 15.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -9.1% for BRES and -58.8% for VYM. 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 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, BRES currently yields 0.16% against 2.86% for VYM.
Holdings Overlap
BRES and VYM share 247 holdings out of 1064 unique holdings combined, representing a 19.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BRES | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.97% | 6.47% | 3.50% |
| JPM | 1.28% | 3.36% | 2.08% |
| WMT | 0.64% | 2.44% | 1.80% |
| XOM | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
See all 10 holdings BRES shares with VYM 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 VYM?
BRES 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.
What is the holdings overlap between BRES and VYM?
BRES and VYM share 247 common holdings with a 19.1% weight overlap. Combined, they hold 1064 unique securities.
Which pays a higher dividend, BRES or VYM?
BRES yields 0.16% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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