BRES vs WSML
Comparison between BURNEY U.S. EQUITY SELECT ETF (BRES, ETF) and ISHARES MSCI WORLD SMALL-CAP ETF (WSML, ETF).
BRES vs WSML - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BRES
$672M
WSML
$670M
Expense Ratio
BRES
0.79%
Winner
WSML
0.30%
Max Drawdown
Winner
BRES
9.31%
WSML
99.98%
Sharpe Ratio
BRES
1.09
Winner
WSML
1.32
5Y Beta
BRES
1.03
Winner
WSML
0.89
P/E Ratio
Winner
BRES
25.70
WSML
50.93
Forward P/E
BRES
19.75
Winner
WSML
17.08
5Y EPS CAGR
BRES
24.23%
WSML
N/A
P/S Ratio
BRES
2.02
Winner
WSML
1.62
P/B Ratio
BRES
4.79
Winner
WSML
2.62
BRES vs WSML - Holdings Comparison
BRES and WSML have 214 common holdings. Overlap is 4.48%
BRES's top 25 holdings weight is 48.34%. WSML's top 25 holdings weight is 8.01%.
| Rank | BRES | WSML |
|---|---|---|
| #1 | APPLE INC (AAPL) - 3.87% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.70% |
| #2 | OTHER ASSETS AND LIABILITIES (n/a) - 3.85% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.33% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.63% | CARPENTER TECHNOLOGY CORP (CRS) - 0.27% |
| #4 | BROADCOM INC (AVGO) - 3.49% | MKS INC (MKSI) - 0.26% |
| #5 | NVIDIA CORP (NVDA) - 3.42% | SEMTECH CORP (SMTC) - 0.24% |
| #6 | LAM RESEARCH CORP (LRCX) - 2.52% | NVENT ELECTRIC PLC (NVT) - 0.24% |
| #7 | BURNEY U.S. FACTOR ROTATION ETF (BRNY) - 2.41% | ATI INC (ATI) - 0.24% |
| #8 | ARISTA NETWORKS INC (ANET) - 2.17% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.24% |
| #9 | MICROSOFT CORP (MSFT) - 2.11% | WOODWARD INC (WWD) - 0.23% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.98% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.22% |
| #11 | CBOE GLOBAL MARKETS INC (CBOE) - 1.94% | MODERNA INC (MRNA) - 0.22% |
| #12 | MCKESSON CORP (MCK) - 1.82% | STERLING INFRASTRUCTURE INC (STRL) - 0.21% |
| #13 | AMAZON.COM INC (AMZN) - 1.65% | US FOODS HOLDING CORP (USFD) - 0.21% |
| #14 | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.64% | BIO-TECHNE CORP (TECH) - 0.20% |
| #15 | TARGA RESOURCES CORP (TRGP) - 1.57% | ESSENTIAL UTILITIES INC (WTRG) - 0.20% |
| #16 | PALO ALTO NETWORKS INC (PANW) - 1.30% | FORMFACTOR INC (FORM) - 0.20% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 1.21% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 0.20% |
| #18 | JPMORGAN CHASE & CO (JPM) - 1.17% | YASKAWA ELECTRIC CORP (n/a) - 0.20% |
| #19 | PARKER HANNIFIN CORP (PH) - 1.05% | ANTERO RESOURCES CORP (AR) - 0.20% |
| #20 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.04% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 0.20% |
| #21 | NETFLIX INC (NFLX) - 0.92% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.20% |
| #22 | CIRRUS LOGIC INC (CRUS) - 0.92% | BAXTER INTERNATIONAL INC (BAX) - 0.20% |
| #23 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.92% | BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 0.20% |
| #24 | FAIR ISAAC CORP (FICO) - 0.90% | BIOMARIN PHARMACEUTICAL INC (BMRN) - 0.20% |
| #25 | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.84% | ACUITY INC (AYI) - 0.20% |
| Total Holdings | 830 | 2425 |
BRES vs WSML - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BRES
+1.15%
WSML
-0.96%
3M
BRES
+4.37%
Winner
WSML
+4.45%
6M
Winner
BRES
+9.27%
WSML
+7.44%
1Y
BRES
N/A
WSML
+25.88%
5Y(CAGR)
BRES
N/A
WSML
+731.88%
10Y(CAGR)
BRES
N/A
WSML
+163.76%
Max(CAGR)
BRES
+21.54%
Winner
WSML
+56.50%
BRES vs WSML - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BRES | WSML |
|---|---|---|
| 2026 | +9.27% | +13.62% |
| 2025 | N/A | +29.11% |
| 2022 | N/A | +0.00% |
| 2021 | N/A | +800.00% |
| 2020 | N/A | +0.00% |
| 2019 | N/A | +0.00% |
| 2018 | N/A | -90.91% |
| 2017 | N/A | -47.62% |
| 2016 | N/A | -22.22% |
| 2015 | N/A | +35.00% |
| 2014 | N/A | -60.00% |
| 2013 | N/A | -94.12% |
BRES vs WSML Drawdown Comparison
The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for WSML was -99.98%, occurring on Dec 26, 2018. Recovery took 469 trading sessions.
The current BRES drawdown is -1.30%. The current WSML drawdown is -1.83%.
| Rank | BRES | WSML |
|---|---|---|
| #1 | -9.14% Feb 9, 2026 - Apr 14, 2026 | -99.98% May 29, 2018 - Apr 3, 2025 |
| #2 | -4.30% Jun 4, 2026 - Jun 15, 2026 | -98.95% Jan 31, 2013 - Apr 2, 2018 |
| #3 | -3.05% Jul 10, 2026 - Jul 20, 2026 | -75.56% Apr 9, 2018 - May 29, 2018 |
| #4 | -2.89% May 14, 2026 - May 26, 2026 | -10.70% Feb 26, 2026 - Apr 17, 2026 |
| #5 | -2.18% Jun 15, 2026 - Jul 6, 2026 | -8.00% Apr 3, 2025 - Apr 17, 2025 |
| #6 | -1.20% Jul 6, 2026 - Jul 9, 2026 | -6.46% Oct 27, 2025 - Nov 28, 2025 |
| #7 | -1.15% Apr 17, 2026 - May 1, 2026 | -3.68% Jul 23, 2025 - Aug 13, 2025 |
| #8 | -0.59% May 6, 2026 - May 8, 2026 | -3.48% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -0.59% May 26, 2026 - Jun 4, 2026 | -3.47% May 6, 2026 - May 26, 2026 |
| #10 | -0.48% May 1, 2026 - May 5, 2026 | -3.17% Jun 30, 2026 - Jul 20, 2026 |
| #11 | -0.44% May 8, 2026 - May 14, 2026 | -3.13% May 28, 2026 - Jun 12, 2026 |
| #12 | N/A | -2.50% Apr 17, 2026 - May 5, 2026 |
| #13 | N/A | -2.45% Dec 11, 2025 - Jan 5, 2026 |
| #14 | N/A | -2.13% Sep 18, 2025 - Oct 3, 2025 |
| #15 | N/A | -1.99% May 16, 2025 - Jun 3, 2025 |
Correlation
Correlation between BRES and WSML is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2025 - 2026)
BRES vs WSML dividend yield comparison.
| Year | BRES | WSML |
|---|---|---|
| 2026 | 0.16% | 0.84% |
| 2025 | 0.00% | 2.53% |
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