Compare ETFs
Side by side
| BRES | SPY | |
|---|---|---|
| Name | Burney U.S. Equity Select ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $657.31M | $809.77B |
| Fee | – | 0.09% |
| Yield | – | 1.0% |
| Components | 10 | 502 |
| Top 10 weight | 50% | 39% |
| This year | – | +12.5% |
| 1 year | – | +17.4% |
| 3 years, yearly | – | +21.8% |
| 5 years, yearly | – | +12.4% |
| 10 years, yearly | – | +15.2% |
| Volatility, 3 years | – | 12.7% |
| Sharpe ratio, 3 years | – | 1.38 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
27% BRES and SPY
10 companies in both: 100% of BRES's holdings, 2% of SPY's.
NVDA 8.2%MSFT 5.7%AAPL 4.5%AMZN 3.6%GOOGL 3.0%MU 1.6%C 0.3%COF 0.2%TGT 0.1%EXPE 0.1%
Sectors
| BRES | SPY | |
|---|---|---|
| Technology | 34.6% | 41.1% |
| Financial Services | 15.0% | 11.4% |
| Consumer Cyclicals | 10.9% | 8.6% |
| Communication Services | 6.9% | 10.3% |
| Healthcare | 6.4% | 9.7% |
| Industrials | 9.2% | 7.7% |
| Consumer Defensive | 6.9% | 4.7% |
| Energy | 2.1% | 3.8% |
| Basic Materials | 2.9% | 1.5% |
| Utilities | 2.0% | 2.0% |
| Real Estate | 1.4% | 1.8% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.