BRES vs. SCHB

Last updated Jul 28, 2026

BRES (Burney U.S. Equity Select ETF) and SCHB (Schwab U.S. Broad Market ETF) are both Large Cap Blend Equities funds. BRES is actively managed, while SCHB is passively managed. Their correlation of 0.93 means they have usually moved in the same direction. BRES charges 0.79%/yr vs 0.03%/yr for SCHB.

Performance

BRES vs. SCHB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Burney U.S. Equity Select ETF (BRES) and Schwab U.S. Broad Market ETF (SCHB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BRES

• 1D: 0.17%
• 1M: 0.20%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SCHB

• 1D: 0.11%
• 1M: 0.88%
• 6M: 7.46%
• YTD: 9.59%
• 1Y: 17.60%
• 3Y*: 18.61%
• 5Y*: 11.56%
• 10Y*: 14.42%
• ALL TIME*: 14.12%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BRES Burney U.S. Equity Select ETF	$629.01K	$455.54K	$576.72K
SCHB Schwab U.S. Broad Market ETF	$216.22M	$219.13M	$258.75M

BRES vs. SCHB - Yearly Performance Comparison

	2026 (YTD)
BRES Burney U.S. Equity Select ETF	7.39%
SCHB Schwab U.S. Broad Market ETF	8.72%

Correlation

The correlation between BRES and SCHB is 0.93, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 5, 2026	0.93

Return for Risk

BRES vs. SCHB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRES

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SCHB

SCHB Risk / Return Rank: 59
SCHB Sharpe Ratio Rank: 58
SCHB Sortino Ratio Rank: 56
SCHB Omega Ratio Rank: 56
SCHB Calmar Ratio Rank: 56
SCHB Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BRES vs. SCHB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Burney U.S. Equity Select ETF (BRES) and Schwab U.S. Broad Market ETF (SCHB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BRES	SCHB	Difference
Sharpe ratio: Return per unit of total volatility	—	1.37	—
Sortino ratio: Return per unit of downside risk	—	1.93	—
Omega ratio: Gain probability vs. loss probability	—	1.25	—
Calmar ratio: Return relative to maximum drawdown	—	1.98	—
Martin ratio: Return relative to average drawdown	—	8.54	—

Drawdowns

BRES vs. SCHB - Drawdown Comparison

The maximum BRES drawdown since its inception was -9.14%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for BRES and SCHB.

Drawdown Indicators

	BRES	SCHB	Difference
Max Drawdown Largest peak-to-trough decline	-9.14%	-35.27%	+26.13%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.91%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.34%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.41%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.27%	—
Current Drawdown Current decline from peak	-2.74%	-2.23%	-0.51%
Average Drawdown Average peak-to-trough decline	-1.83%	-4.09%	+2.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	BRES	SCHB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.02%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.04%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.72%	12.95%	+2.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.72%	17.33%	-1.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.72%	18.31%	-2.59%

BRES vs. SCHB - Expense Ratio Comparison

BRES has a 0.79% expense ratio, which is higher than SCHB's 0.03% expense ratio.

Dividends

BRES vs. SCHB - Dividend Comparison

BRES's dividend yield for the trailing twelve months is around 0.16%, less than SCHB's 1.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRES Burney U.S. Equity Select ETF	0.16%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SCHB Schwab U.S. Broad Market ETF	1.05%	1.11%	1.24%	1.40%	1.61%	1.21%	1.63%	1.80%	2.00%	1.65%	1.86%	2.00%

Frequently Asked Questions

Can I hold both BRES and SCHB in my portfolio?

With a correlation of 0.93, BRES and SCHB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BRES or SCHB?

On fees, SCHB is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BRES or SCHB?

SCHB is cheaper with a 0.03% expense ratio, compared with 0.79% for BRES.

Which ETF pays a higher dividend yield, BRES or SCHB?

SCHB has the higher dividend yield at 1.05%, compared with 0.16% for BRES.

What is the main difference between BRES and SCHB?

They also come from different issuers: Burney and Charles Schwab. Their fees differ too: 0.79% for BRES and 0.03% for SCHB.