BRES vs BHK

Comparison between BURNEY U.S. EQUITY SELECT ETF (BRES, ETF) and BlackRock Core Bond Trust (BHK, ETF).

BRES vs BHK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRES(ETF)	BHK(ETF)
Net Assets	$673M	$671M
Expense Ratio	0.79%	N/A
Max Drawdown	9.31%	48.25%
Sharpe Ratio	1.03	0.07
5Y Beta	1.04	0.25
P/E Ratio	24.91	N/A
Forward P/E	19.59	N/A
PEG Ratio	0.31	N/A
5Y Dividends CAGR	N/A	2.54%
5Y EPS CAGR	24.41%	N/A
P/S Ratio	2.03	N/A
P/B Ratio	4.79	N/A

Net Assets

Winner

BRES

$673M

BHK

$671M

Expense Ratio

BRES

0.79%

BHK

N/A

Max Drawdown

Winner

BRES

9.31%

BHK

48.25%

Sharpe Ratio

Winner

BRES

1.03

BHK

0.07

5Y Beta

BRES

1.04

Winner

BHK

0.25

P/E Ratio

BRES

24.91

BHK

N/A

Forward P/E

BRES

19.59

BHK

N/A

PEG Ratio

BRES

0.31

BHK

N/A

5Y Dividends CAGR

BRES

N/A

BHK

2.54%

5Y EPS CAGR

BRES

24.41%

BHK

N/A

P/S Ratio

BRES

2.03

BHK

N/A

P/B Ratio

BRES

4.79

BHK

N/A

BRES vs BHK - Historical Returns

Returns include dividend reinvestment.

Period	BRES	BHK
1 month	+3.11%	+3.10%
3 months	+2.92%	+3.99%
6 months	+8.38%	-0.41%
1 year	N/A	+3.64%
5 years(CAGR)	N/A	-2.44%
10 years(CAGR)	N/A	+2.98%
Max(CAGR)	+20.54%	+5.71%

Winner

BRES

+3.11%

BHK

+3.10%

BRES

+2.92%

Winner

BHK

+3.99%

Winner

BRES

+8.38%

BHK

-0.41%

BRES

N/A

BHK

+3.64%

5Y(CAGR)

BRES

N/A

BHK

-2.44%

10Y(CAGR)

BRES

N/A

BHK

+2.98%

Max(CAGR)

Winner

BRES

+20.54%

BHK

+5.71%

BRES vs BHK - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BRES	BHK
2026	+10.83%	+1.46%
2025	N/A	+2.74%
2024	N/A	+5.09%
2023	N/A	+12.20%
2022	N/A	-31.36%
2021	N/A	+7.34%
2020	N/A	+17.96%
2019	N/A	+25.49%
2018	N/A	-7.86%
2017	N/A	+14.36%
2016	N/A	+9.56%
2015	N/A	+2.20%
2014	N/A	+10.30%
2013	N/A	-9.83%
2012	N/A	+16.61%
2011	N/A	+14.84%
2010	N/A	+13.91%
2009	N/A	+14.66%
2008	N/A	-1.63%
2007	N/A	-1.69%
2006	N/A	+3.09%
2005	N/A	+5.27%
2004	N/A	+8.43%
2003	N/A	+9.16%
2002	N/A	+0.16%
2001	N/A	+0.00%

BRES vs BHK Drawdown Comparison

The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The maximum drawdown for BHK was -39.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current BRES drawdown is -1.55%. The current BHK drawdown is -17.38%.

Rank	BRES	BHK
#1	-9.14% Feb 9, 2026 - Apr 14, 2026	-39.44% Sep 15, 2021 - Oct 20, 2022
#2	-4.73% Jul 10, 2026 - Aug 4, 2026	-30.60% May 27, 2008 - Jul 24, 2009
#3	-4.30% Jun 4, 2026 - Jun 15, 2026	-23.65% Feb 24, 2020 - Jun 10, 2020
#4	-2.89% May 14, 2026 - May 26, 2026	-19.31% Nov 12, 2012 - Jan 9, 2015
#5	-2.63% Aug 14, 2026 - Aug 20, 2026	-12.30% Mar 18, 2004 - Sep 2, 2004
#6	-2.18% Jun 15, 2026 - Jul 6, 2026	-12.05% Sep 28, 2010 - Sep 12, 2011
#7	-1.29% Aug 4, 2026 - Aug 12, 2026	-11.84% Dec 27, 2001 - Sep 18, 2002
#8	-1.20% Jul 6, 2026 - Jul 9, 2026	-10.75% Sep 12, 2005 - Oct 5, 2006
#9	-1.15% Apr 17, 2026 - May 1, 2026	-10.56% Jun 13, 2003 - Mar 18, 2004
#10	-0.59% May 6, 2026 - May 8, 2026	-10.13% Aug 31, 2016 - May 18, 2017
#11	-0.59% May 26, 2026 - Jun 4, 2026	-9.68% Jan 2, 2018 - Mar 8, 2019
#12	-0.48% May 1, 2026 - May 5, 2026	-9.47% May 7, 2007 - Jan 15, 2008
#13	-0.44% May 8, 2026 - May 14, 2026	-9.06% Apr 24, 2015 - Mar 9, 2016
#14	N/A	-8.50% Jan 25, 2021 - Jun 15, 2021
#15	N/A	-8.48% Jan 24, 2008 - Apr 23, 2008

Correlation

Correlation between BRES and BHK is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (2002 - 2026)

BRES vs BHK dividend yield comparison.

Year	BRES	BHK
2026	0.16%	6.57%
2025	0.00%	9.33%
2024	0.00%	8.75%
2023	0.00%	8.39%
2022	0.00%	8.08%
2021	0.00%	6.50%
2020	0.00%	5.17%
2019	0.00%	5.44%
2018	0.00%	6.53%
2017	0.00%	5.68%
2016	0.00%	6.36%
2015	0.00%	7.18%
2014	0.00%	8.33%
2013	0.00%	7.09%
2012	0.00%	6.25%
2011	0.00%	6.08%
2010	0.00%	7.13%
2009	0.00%	8.34%
2008	0.00%	7.15%
2007	0.00%	6.89%
2006	0.00%	6.81%
2005	0.00%	11.53%
2004	0.00%	9.58%
2003	0.00%	9.72%
2002	0.00%	8.92%