BRES vs. VTI
BRES (Burney U.S. Equity Select ETF) and VTI (Vanguard Total Stock Market ETF) are both Large Cap Blend Equities funds. BRES is actively managed, while VTI 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 VTI.
Performance
BRES vs. VTI - Performance Comparison
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Returns By Period
BRES
- 1D
- 0.17%
- 1M
- 0.20%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
VTI
- 1D
- 0.10%
- 1M
- 0.82%
- 6M
- 7.41%
- YTD
- 9.58%
- 1Y
- 17.77%
- 3Y*
- 18.61%
- 5Y*
- 11.52%
- 10Y*
- 14.44%
- ALL TIME*
- 9.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $629.01K | $455.54K | $576.72K | |
| $1.06B | $1.18B | $1.23B |
BRES vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BRES Burney U.S. Equity Select ETF | 7.39% |
VTI Vanguard Total Stock Market ETF | 8.61% |
Correlation
The correlation between BRES and VTI 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 |
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Return for Risk
BRES vs. VTI — Risk / Return Rank
BRES
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VTI
BRES vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Burney U.S. Equity Select ETF (BRES) and Vanguard Total Stock Market ETF (VTI). 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 | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.00 | — |
| Martin ratioReturn relative to average drawdown | — | 8.67 | — |
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Drawdowns
BRES vs. VTI - Drawdown Comparison
The maximum BRES drawdown since its inception was -9.14%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BRES and VTI.
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Drawdown Indicators
| BRES | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.14% | -55.45% | +46.31% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.92% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.30% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -2.74% | -2.17% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -1.83% | -7.99% | +6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.06% | — |
Volatility
BRES vs. VTI - Volatility Comparison
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Volatility by Period
| BRES | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.01% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.00% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.72% | 12.93% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 17.49% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 18.30% | -2.58% |
BRES vs. VTI - Expense Ratio Comparison
BRES has a 0.79% expense ratio, which is higher than VTI's 0.03% expense ratio.
Dividends
BRES vs. VTI - Dividend Comparison
BRES's dividend yield for the trailing twelve months is around 0.16%, less than VTI's 1.07% 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% |
VTI Vanguard Total Stock Market ETF | 1.07% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
With a correlation of 0.93, BRES and VTI 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.
On fees, VTI is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VTI is cheaper with a 0.03% expense ratio, compared with 0.79% for BRES.
VTI has the higher dividend yield at 1.07%, compared with 0.16% for BRES.
They also come from different issuers: Burney and Vanguard. Their fees differ too: 0.79% for BRES and 0.03% for VTI.
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