BRES vs TAFM
Comparison between BURNEY U.S. EQUITY SELECT ETF (BRES, ETF) and AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF (TAFM, ETF).
BRES vs TAFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BRES
$672M
Winner
TAFM
$673M
Expense Ratio
BRES
0.79%
Winner
TAFM
0.28%
Max Drawdown
BRES
9.31%
Winner
TAFM
6.06%
Sharpe Ratio
Winner
BRES
1.09
TAFM
1.01
5Y Beta
BRES
1.03
Winner
TAFM
0.01
P/E Ratio
BRES
25.70
TAFM
N/A
Forward P/E
BRES
19.75
TAFM
N/A
5Y EPS CAGR
BRES
24.23%
TAFM
N/A
P/S Ratio
BRES
2.02
TAFM
N/A
P/B Ratio
BRES
4.79
TAFM
N/A
BRES vs TAFM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BRES
+1.15%
TAFM
-0.57%
3M
Winner
BRES
+4.37%
TAFM
+0.19%
6M
Winner
BRES
+9.27%
TAFM
+1.12%
1Y
BRES
N/A
TAFM
+6.61%
Max(CAGR)
Winner
BRES
+21.54%
TAFM
+3.80%
BRES vs TAFM - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BRES | TAFM |
|---|---|---|
| 2026 | +9.27% | +1.48% |
| 2025 | N/A | +4.26% |
| 2024 | N/A | +2.74% |
| 2023 | N/A | +1.51% |
BRES vs TAFM Drawdown Comparison
The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for TAFM was -4.74%, occurring on Apr 11, 2025. Recovery took 131 trading sessions.
The current BRES drawdown is -1.30%. The current TAFM drawdown is -0.96%.
| Rank | BRES | TAFM |
|---|---|---|
| #1 | -9.14% Feb 9, 2026 - Apr 14, 2026 | -4.74% Feb 28, 2025 - Sep 8, 2025 |
| #2 | -4.30% Jun 4, 2026 - Jun 15, 2026 | -2.73% Dec 6, 2024 - Feb 28, 2025 |
| #3 | -3.05% Jul 10, 2026 - Jul 20, 2026 | -2.69% Feb 27, 2026 - Jun 25, 2026 |
| #4 | -2.89% May 14, 2026 - May 26, 2026 | -2.50% Oct 2, 2024 - Dec 3, 2024 |
| #5 | -2.18% Jun 15, 2026 - Jul 6, 2026 | -1.60% Feb 1, 2024 - May 15, 2024 |
| #6 | -1.20% Jul 6, 2026 - Jul 9, 2026 | -1.28% May 15, 2024 - Jun 6, 2024 |
| #7 | -1.15% Apr 17, 2026 - May 1, 2026 | -1.19% Dec 27, 2023 - Jan 31, 2024 |
| #8 | -0.59% May 6, 2026 - May 8, 2026 | -0.96% Jul 6, 2026 - Jul 21, 2026 |
| #9 | -0.59% May 26, 2026 - Jun 4, 2026 | -0.85% Jun 14, 2024 - Jul 9, 2024 |
| #10 | -0.48% May 1, 2026 - May 5, 2026 | -0.74% Dec 1, 2025 - Jan 5, 2026 |
| #11 | -0.44% May 8, 2026 - May 14, 2026 | -0.66% Nov 11, 2025 - Dec 1, 2025 |
| #12 | N/A | -0.57% Aug 5, 2024 - Sep 3, 2024 |
| #13 | N/A | -0.53% Jun 6, 2024 - Jun 12, 2024 |
| #14 | N/A | -0.48% Oct 27, 2025 - Nov 11, 2025 |
| #15 | N/A | -0.47% Sep 17, 2025 - Oct 3, 2025 |
Correlation
Correlation between BRES and TAFM is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2023 - 2026)
BRES vs TAFM dividend yield comparison.
| Year | BRES | TAFM |
|---|---|---|
| 2026 | 0.16% | 1.80% |
| 2025 | 0.00% | 3.51% |
| 2024 | 0.00% | 3.35% |
| 2023 | 0.00% | 0.18% |
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