BRES vs AVMV
Comparison between BURNEY U.S. EQUITY SELECT ETF (BRES, ETF) and AVANTIS U.S. MID CAP VALUE ETF (AVMV, ETF).
BRES vs AVMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BRES
$672M
Winner
AVMV
$673M
Expense Ratio
BRES
0.79%
Winner
AVMV
0.20%
Max Drawdown
Winner
BRES
9.31%
AVMV
24.83%
Sharpe Ratio
BRES
1.09
Winner
AVMV
1.30
5Y Beta
BRES
1.03
Winner
AVMV
0.93
P/E Ratio
BRES
25.70
Winner
AVMV
21.41
Forward P/E
BRES
19.75
Winner
AVMV
14.10
PEG Ratio
BRES
N/A
AVMV
0.37
5Y EPS CAGR
Winner
BRES
24.23%
AVMV
13.64%
P/S Ratio
BRES
2.02
Winner
AVMV
1.24
P/B Ratio
BRES
4.79
Winner
AVMV
2.63
BRES vs AVMV - Holdings Comparison
BRES and AVMV have 122 common holdings. Overlap is 5.72%
BRES's top 25 holdings weight is 48.34%. AVMV's top 25 holdings weight is 25.84%.
| Rank | BRES | AVMV |
|---|---|---|
| #1 | APPLE INC (AAPL) - 3.87% | DELTA AIR LINES INC (DAL) - 1.52% |
| #2 | OTHER ASSETS AND LIABILITIES (n/a) - 3.85% | DEVON ENERGY CORP (DVN) - 1.46% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.63% | FLEX LTD (FLEX) - 1.29% |
| #4 | BROADCOM INC (AVGO) - 3.49% | n/a (ODFL) - 1.25% |
| #5 | NVIDIA CORP (NVDA) - 3.42% | AMERIPRISE FINANCIAL INC (AMP) - 1.21% |
| #6 | LAM RESEARCH CORP (LRCX) - 2.52% | TARGA RESOURCES CORP (TRGP) - 1.19% |
| #7 | BURNEY U.S. FACTOR ROTATION ETF (BRNY) - 2.41% | UNITED AIRLINES HOLDINGS INC (UAL) - 1.18% |
| #8 | ARISTA NETWORKS INC (ANET) - 2.17% | STATE STREET CORP (STT) - 1.17% |
| #9 | MICROSOFT CORP (MSFT) - 2.11% | NUCOR CORP (NUE) - 1.17% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.98% | CHIPOTLE MEXICAN GRILL INC (CMG) - 1.16% |
| #11 | CBOE GLOBAL MARKETS INC (CBOE) - 1.94% | ON SEMICONDUCTOR CORP (ON) - 1.10% |
| #12 | MCKESSON CORP (MCK) - 1.82% | CHENIERE ENERGY INC (LNG) - 1.10% |
| #13 | AMAZON.COM INC (AMZN) - 1.65% | CENTENE CORP (CNC) - 1.10% |
| #14 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.64% | PRUDENTIAL FINANCIAL INC (PRU) - 1.05% |
| #15 | TARGA RESOURCES CORP (TRGP) - 1.57% | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.03% |
| #16 | PALO ALTO NETWORKS INC (PANW) - 1.30% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.03% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 1.21% | D.R. HORTON INC (DHI) - 1.03% |
| #18 | JPMORGAN CHASE & CO (JPM) - 1.17% | TARGET CORP (TGT) - 1.03% |
| #19 | PARKER HANNIFIN CORP (PH) - 1.05% | IDEXX LABORATORIES INC (IDXX) - 1.01% |
| #20 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.04% | CARNIVAL CORPORATION LTD (CCL) - 0.99% |
| #21 | NETFLIX INC (NFLX) - 0.92% | PACKAGING CORP OF AMERICA (PKG) - 0.57% |
| #22 | CIRRUS LOGIC INC (CRUS) - 0.92% | DARDEN RESTAURANTS INC (DRI) - 0.56% |
| #23 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.92% | FIRST SOLAR INC (FSLR) - 0.56% |
| #24 | FAIR ISAAC CORP (FICO) - 0.90% | METLIFE INC (MET) - 0.55% |
| #25 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.84% | THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 0.53% |
| Total Holdings | 830 | 275 |
BRES vs AVMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BRES
+1.15%
AVMV
+0.77%
3M
Winner
BRES
+4.37%
AVMV
+3.94%
6M
Winner
BRES
+9.27%
AVMV
+8.36%
1Y
BRES
N/A
AVMV
+23.76%
Max(CAGR)
BRES
+21.54%
Winner
AVMV
+22.50%
BRES vs AVMV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BRES | AVMV |
|---|---|---|
| 2026 | +9.27% | +12.56% |
| 2025 | N/A | +10.52% |
| 2024 | N/A | +18.73% |
| 2023 | N/A | +15.56% |
BRES vs AVMV Drawdown Comparison
The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for AVMV was -24.24%, occurring on Apr 8, 2025. Recovery took 252 trading sessions.
The current BRES drawdown is -1.30%. The current AVMV drawdown is -0.31%.
| Rank | BRES | AVMV |
|---|---|---|
| #1 | -9.14% Feb 9, 2026 - Apr 14, 2026 | -24.24% Nov 25, 2024 - Nov 28, 2025 |
| #2 | -4.30% Jun 4, 2026 - Jun 15, 2026 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -3.05% Jul 10, 2026 - Jul 20, 2026 | -7.62% Feb 20, 2026 - Apr 20, 2026 |
| #4 | -2.89% May 14, 2026 - May 26, 2026 | -7.18% Mar 28, 2024 - Jul 16, 2024 |
| #5 | -2.18% Jun 15, 2026 - Jul 6, 2026 | -4.27% Dec 26, 2023 - Feb 12, 2024 |
| #6 | -1.20% Jul 6, 2026 - Jul 9, 2026 | -2.90% Oct 16, 2024 - Nov 6, 2024 |
| #7 | -1.15% Apr 17, 2026 - May 1, 2026 | -2.78% May 6, 2026 - Jun 2, 2026 |
| #8 | -0.59% May 6, 2026 - May 8, 2026 | -2.20% Jun 12, 2026 - Jul 16, 2026 |
| #9 | -0.59% May 26, 2026 - Jun 4, 2026 | -2.14% Feb 12, 2024 - Feb 15, 2024 |
| #10 | -0.48% May 1, 2026 - May 5, 2026 | -2.01% Jan 15, 2026 - Jan 21, 2026 |
| #11 | -0.44% May 8, 2026 - May 14, 2026 | -1.92% Nov 11, 2024 - Nov 21, 2024 |
| #12 | N/A | -1.78% Dec 11, 2025 - Jan 5, 2026 |
| #13 | N/A | -1.66% Dec 19, 2023 - Dec 26, 2023 |
| #14 | N/A | -1.64% Feb 11, 2026 - Feb 18, 2026 |
| #15 | N/A | -1.50% Dec 4, 2023 - Dec 11, 2023 |
Correlation
Correlation between BRES and AVMV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2026)
BRES vs AVMV dividend yield comparison.
| Year | BRES | AVMV |
|---|---|---|
| 2026 | 0.16% | 0.53% |
| 2025 | 0.00% | 1.20% |
| 2024 | 0.00% | 1.30% |
| 2023 | 0.00% | 0.25% |
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