BRES vs. USMV
BRES (Burney U.S. Equity Select ETF) and USMV (iShares MSCI USA Min Vol Factor ETF) are both Large Cap Blend Equities funds. BRES is actively managed, while USMV is passively managed. A 0.53 correlation means they provide meaningful diversification when combined. BRES charges 0.79%/yr vs 0.15%/yr for USMV.
Performance
BRES vs. USMV - Performance Comparison
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Returns By Period
BRES
- 1D
- -0.48%
- 1M
- 4.64%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USMV
- 1D
- 0.47%
- 1M
- 3.16%
- 6M
- 4.77%
- YTD
- 5.21%
- 1Y
- 6.41%
- 3Y*
- 12.14%
- 5Y*
- 7.46%
- 10Y*
- 9.66%
BRES vs. USMV - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BRES Burney U.S. Equity Select ETF | 9.57% |
USMV iShares MSCI USA Min Vol Factor ETF | 4.14% |
Correlation
The correlation between BRES and USMV is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Feb 5, 2026 | 0.53 |
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Return for Risk
BRES vs. USMV — Risk / Return Rank
BRES
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USMV
BRES vs. USMV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Burney U.S. Equity Select ETF (BRES) and iShares MSCI USA Min Vol Factor ETF (USMV). 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 | USMV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.13 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.00 | — |
| Martin ratioReturn relative to average drawdown | — | 3.26 | — |
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Drawdowns
BRES vs. USMV - Drawdown Comparison
The maximum BRES drawdown since its inception was -9.14%, smaller than the maximum USMV drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for BRES and USMV.
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Drawdown Indicators
| BRES | USMV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.14% | -33.10% | +23.96% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.46% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -9.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.93% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.10% | — |
Current DrawdownCurrent decline from peak | -0.48% | 0.00% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -2.87% | +1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.98% | — |
Volatility
BRES vs. USMV - Volatility Comparison
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Volatility by Period
| BRES | USMV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.79% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 8.49% | +7.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 12.36% | +3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 14.49% | +1.23% |
BRES vs. USMV - Expense Ratio Comparison
BRES has a 0.79% expense ratio, which is higher than USMV's 0.15% expense ratio.
Dividends
BRES vs. USMV - Dividend Comparison
BRES's dividend yield for the trailing twelve months is around 0.16%, less than USMV's 1.47% 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% |
USMV iShares MSCI USA Min Vol Factor ETF | 1.47% | 1.49% | 1.67% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% |
Frequently Asked Questions
BRES and USMV have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, USMV is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
USMV is cheaper with a 0.15% expense ratio, compared with 0.79% for BRES.
USMV has the higher dividend yield at 1.47%, compared with 0.16% for BRES.
They also come from different issuers: Burney and iShares. Their fees differ too: 0.79% for BRES and 0.15% for USMV.
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