Compare · 2 funds side by side · dividends reinvested

BRNY and VOO

BRNYBurney×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

BRNY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.1

Burney U.S. Factor Rotation ETFUS Stock Styles · Large cap0.79%0.19%+3.8%+7.8%+24.4%[…]−12.9%17.0%$563M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BRNY 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Burney U.S. Factor Rotation ETF · $563M[…]

BRNY

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 37.1% in common

BRNYMeasureVOO

+3.8%Year to dateJan 1 → Nov 5+8.4%

+7.8%1 yearTotal return+9.8%

+24.4%3 years · per year$10,000 became $19,246 · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

0.19%Trailing 12-mo yield$19 · $110 a year on $10k1.10%

−12.9%Worst dropSmaller is better−8.9%

17.0%VolatilityLower is calmer13.5%

BRNYVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6VOO wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BRNY vs VOO: Top 5 Holdings

Today

BRNY

32.5%in top 5

VOO

in top 528.3%

BRNYStockVOO

8.3%NVDA8.4%

7.6%MSFT5.8%

5.0%AAPL7.4%

7.0%GOOGL3.1%

4.6%AMZN3.7%

Held in common37.1%

End-of-day Nov 5, 2026 · share of each fund

BRNY vs VOO Returns, Every Period

BurneyBRNY

+7.8%

past year

VOOVanguard

+9.8%

past year

BRNYVOOFaded: behind in that period

1–2VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BRNY vs VOO

YTD

BurneyBRNY

+3.8%

VOOVanguard

+8.4%

+3.8%Year to date+8.4%

−12.9%Worst drop · 1Y−8.9%

17.0%Volatility · 1Y13.5%

0.2%Yield1.1%

$563MAssets$1.00T

4–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BRNY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BRNY0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BRNY, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

BRNY0.19%$19

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

BRNY$19 − $79 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BRNY, VOO

Today

37.1%most shared, BRNY and VOO

BRNYVOO

BRNY—37.1%

VOO37.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

BRNYWorst drop−12.9%17.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOOBRNY

+8.4%Year to date+3.8%

1.1%Yield0.2%

+9.8%Past year+7.8%

0.03%Fee0.79%

4–0VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026