AVMV vs BRES
Comparison between AVANTIS U.S. MID CAP VALUE ETF (AVMV, ETF) and BURNEY U.S. EQUITY SELECT ETF (BRES, ETF).
AVMV vs BRES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVMV
$673M
BRES
$672M
Expense Ratio
Winner
AVMV
0.20%
BRES
0.79%
Max Drawdown
AVMV
24.83%
Winner
BRES
9.31%
Sharpe Ratio
Winner
AVMV
1.21
BRES
0.90
5Y Beta
Winner
AVMV
0.93
BRES
1.03
P/E Ratio
Winner
AVMV
21.57
BRES
25.83
Forward P/E
Winner
AVMV
14.09
BRES
19.81
PEG Ratio
AVMV
0.36
BRES
N/A
5Y EPS CAGR
AVMV
13.61%
Winner
BRES
24.23%
P/S Ratio
Winner
AVMV
1.24
BRES
2.03
P/B Ratio
Winner
AVMV
2.63
BRES
4.79
AVMV vs BRES - Holdings Comparison
AVMV and BRES have 122 common holdings. Overlap is 5.72%
AVMV's top 25 holdings weight is 25.84%. BRES's top 25 holdings weight is 48.34%.
| Rank | AVMV | BRES |
|---|---|---|
| #1 | DELTA AIR LINES INC (DAL) - 1.52% | APPLE INC (AAPL) - 3.87% |
| #2 | DEVON ENERGY CORP (DVN) - 1.46% | OTHER ASSETS AND LIABILITIES (n/a) - 3.85% |
| #3 | FLEX LTD (FLEX) - 1.29% | ALPHABET INC CLASS A (GOOGL) - 3.63% |
| #4 | n/a (ODFL) - 1.25% | BROADCOM INC (AVGO) - 3.49% |
| #5 | AMERIPRISE FINANCIAL INC (AMP) - 1.21% | NVIDIA CORP (NVDA) - 3.42% |
| #6 | TARGA RESOURCES CORP (TRGP) - 1.19% | LAM RESEARCH CORP (LRCX) - 2.52% |
| #7 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.18% | BURNEY U.S. FACTOR ROTATION ETF (BRNY) - 2.41% |
| #8 | STATE STREET CORP (STT) - 1.17% | ARISTA NETWORKS INC (ANET) - 2.17% |
| #9 | NUCOR CORP (NUE) - 1.17% | MICROSOFT CORP (MSFT) - 2.11% |
| #10 | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.16% | META PLATFORMS INC CLASS A (META) - 1.98% |
| #11 | ON SEMICONDUCTOR CORP (ON) - 1.10% | CBOE GLOBAL MARKETS INC (CBOE) - 1.94% |
| #12 | CHENIERE ENERGY INC (LNG) - 1.10% | MCKESSON CORP (MCK) - 1.82% |
| #13 | CENTENE CORP (CNC) - 1.10% | AMAZON.COM INC (AMZN) - 1.65% |
| #14 | PRUDENTIAL FINANCIAL INC (PRU) - 1.05% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.64% |
| #15 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.03% | TARGA RESOURCES CORP (TRGP) - 1.57% |
| #16 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.03% | PALO ALTO NETWORKS INC (PANW) - 1.30% |
| #17 | D.R. HORTON INC (DHI) - 1.03% | CAPITAL ONE FINANCIAL CORP (COF) - 1.21% |
| #18 | TARGET CORP (TGT) - 1.03% | JPMORGAN CHASE & CO (JPM) - 1.17% |
| #19 | IDEXX LABORATORIES INC (IDXX) - 1.01% | PARKER HANNIFIN CORP (PH) - 1.05% |
| #20 | CARNIVAL CORPORATION LTD (CCL) - 0.99% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.04% |
| #21 | PACKAGING CORP OF AMERICA (PKG) - 0.57% | NETFLIX INC (NFLX) - 0.92% |
| #22 | DARDEN RESTAURANTS INC (DRI) - 0.56% | CIRRUS LOGIC INC (CRUS) - 0.92% |
| #23 | FIRST SOLAR INC (FSLR) - 0.56% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.92% |
| #24 | METLIFE INC (MET) - 0.55% | FAIR ISAAC CORP (FICO) - 0.90% |
| #25 | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 0.53% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.84% |
| Total Holdings | 275 | 830 |
AVMV vs BRES - Historical Returns
Returns include dividend reinvestment.
1M
AVMV
+0.71%
Winner
BRES
+0.88%
3M
Winner
AVMV
+3.16%
BRES
+2.75%
6M
Winner
AVMV
+8.79%
BRES
+7.96%
1Y
AVMV
+19.99%
BRES
N/A
Max(CAGR)
Winner
AVMV
+22.20%
BRES
+18.13%
AVMV vs BRES - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AVMV | BRES |
|---|---|---|
| 2026 | +11.93% | +7.96% |
| 2025 | +10.52% | N/A |
| 2024 | +18.73% | N/A |
| 2023 | +15.56% | N/A |
AVMV vs BRES Drawdown Comparison
The maximum drawdown for AVMV was -24.24%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.
The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current AVMV drawdown is -0.86%. The current BRES drawdown is -2.48%.
| Rank | AVMV | BRES |
|---|---|---|
| #1 | -24.24% Nov 25, 2024 - Nov 28, 2025 | -9.14% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -8.56% Jul 16, 2024 - Sep 19, 2024 | -4.30% Jun 4, 2026 - Jun 15, 2026 |
| #3 | -7.62% Feb 20, 2026 - Apr 20, 2026 | -3.05% Jul 10, 2026 - Jul 20, 2026 |
| #4 | -7.18% Mar 28, 2024 - Jul 16, 2024 | -2.89% May 14, 2026 - May 26, 2026 |
| #5 | -4.27% Dec 26, 2023 - Feb 12, 2024 | -2.18% Jun 15, 2026 - Jul 6, 2026 |
| #6 | -2.90% Oct 16, 2024 - Nov 6, 2024 | -1.20% Jul 6, 2026 - Jul 9, 2026 |
| #7 | -2.78% May 6, 2026 - Jun 2, 2026 | -1.15% Apr 17, 2026 - May 1, 2026 |
| #8 | -2.20% Jun 12, 2026 - Jul 16, 2026 | -0.59% May 6, 2026 - May 8, 2026 |
| #9 | -2.14% Feb 12, 2024 - Feb 15, 2024 | -0.59% May 26, 2026 - Jun 4, 2026 |
| #10 | -2.01% Jan 15, 2026 - Jan 21, 2026 | -0.48% May 1, 2026 - May 5, 2026 |
| #11 | -1.92% Nov 11, 2024 - Nov 21, 2024 | -0.44% May 8, 2026 - May 14, 2026 |
| #12 | -1.78% Dec 11, 2025 - Jan 5, 2026 | N/A |
| #13 | -1.66% Dec 19, 2023 - Dec 26, 2023 | N/A |
| #14 | -1.64% Feb 11, 2026 - Feb 18, 2026 | N/A |
| #15 | -1.50% Dec 4, 2023 - Dec 11, 2023 | N/A |
Correlation
Correlation between AVMV and BRES is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2026)
AVMV vs BRES dividend yield comparison.
| Year | AVMV | BRES |
|---|---|---|
| 2026 | 0.53% | 0.16% |
| 2025 | 1.20% | 0.00% |
| 2024 | 1.30% | 0.00% |
| 2023 | 0.25% | 0.00% |
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