BRKW vs SHRY
Comparison between ROUNDHILL BRKB WEEKLYPAY ETF (BRKW, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).
BRKW vs SHRY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BRKW vs SHRY - Holdings Comparison
BRKW and SHRY have 0 common holdings. Overlap is 0.00%
BRKW's top 25 holdings weight is 16.88%. SHRY's top 25 holdings weight is 74.97%.
| Rank | BRKW | SHRY |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.14% | FOX CORP CLASS A (FOXA) - 5.78% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.74% | METLIFE INC (MET) - 5.33% |
| #3 | N/A | QUALCOMM INC (QCOM) - 4.20% |
| #4 | N/A | PAYPAL HOLDINGS INC (PYPL) - 4.14% |
| #5 | N/A | FISERV INC (FISV) - 4.08% |
| #6 | N/A | COMCAST CORP CLASS A (CMCSA) - 4.06% |
| #7 | N/A | D.R. HORTON INC (DHI) - 3.96% |
| #8 | N/A | AMERIPRISE FINANCIAL INC (AMP) - 3.51% |
| #9 | N/A | ADOBE INC (ADBE) - 3.26% |
| #10 | N/A | ALTRIA GROUP INC (MO) - 2.94% |
| #11 | N/A | THE KROGER CO (KR) - 2.90% |
| #12 | N/A | SLB LTD (SLB) - 2.77% |
| #13 | N/A | AFLAC INC (AFL) - 2.75% |
| #14 | N/A | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.72% |
| #15 | N/A | AUTOMATIC DATA PROCESSING INC (ADP) - 2.51% |
| #16 | N/A | BOOKING HOLDINGS INC (BKNG) - 2.30% |
| #17 | N/A | ALLSTATE CORP (ALL) - 2.27% |
| #18 | N/A | VALERO ENERGY CORP (VLO) - 2.24% |
| #19 | N/A | CONOCOPHILLIPS (COP) - 2.18% |
| #20 | N/A | HCA HEALTHCARE INC (HCA) - 2.03% |
| #21 | N/A | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.98% |
| #22 | N/A | COLGATE-PALMOLIVE CO (CL) - 1.93% |
| #23 | N/A | PHILLIPS 66 (PSX) - 1.79% |
| #24 | N/A | CHENIERE ENERGY INC (LNG) - 1.72% |
| #25 | N/A | PROCTER & GAMBLE CO (PG) - 1.62% |
| Total Holdings | 2 | 51 |
BRKW vs SHRY - Historical Returns
Returns include dividend reinvestment.
BRKW vs SHRY - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BRKW | SHRY |
|---|---|---|
| 2026 | -3.54% | +0.88% |
| 2025 | +2.14% | +7.21% |
| 2024 | N/A | +17.84% |
| 2023 | N/A | +17.52% |
| 2022 | N/A | -14.18% |
| 2021 | N/A | +31.62% |
| 2020 | N/A | +11.50% |
| 2019 | N/A | +30.14% |
| 2018 | N/A | -9.35% |
| 2017 | N/A | +10.12% |
BRKW vs SHRY Drawdown Comparison
The maximum drawdown for BRKW was -12.62%, occurring on May 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The current BRKW drawdown is -7.97%. The current SHRY drawdown is -6.32%.
| Rank | BRKW | SHRY |
|---|---|---|
| #1 | -12.62% Nov 28, 2025 - May 5, 2026 | -36.67% Feb 12, 2020 - Nov 11, 2020 |
| #2 | -8.86% Jun 24, 2025 - Aug 28, 2025 | -23.94% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -7.82% Sep 4, 2025 - Nov 13, 2025 | -19.56% Sep 21, 2018 - Apr 24, 2019 |
| #4 | -2.81% Nov 13, 2025 - Nov 28, 2025 | -15.34% Nov 29, 2024 - Jun 30, 2025 |
| #5 | -0.70% Aug 29, 2025 - Sep 4, 2025 | -10.31% Jan 26, 2018 - Aug 28, 2018 |
| #6 | -0.08% Jun 18, 2025 - Jun 23, 2025 | -7.52% Apr 24, 2019 - Jul 1, 2019 |
| #7 | N/A | -7.20% Oct 6, 2025 - Jan 14, 2026 |
| #8 | N/A | -6.37% Jul 26, 2019 - Sep 12, 2019 |
| #9 | N/A | -6.32% Mar 2, 2026 - Jun 18, 2026 |
| #10 | N/A | -5.49% Mar 28, 2024 - May 15, 2024 |
| #11 | N/A | -4.90% Sep 2, 2021 - Oct 21, 2021 |
| #12 | N/A | -4.77% Sep 12, 2019 - Oct 28, 2019 |
| #13 | N/A | -4.54% Nov 16, 2021 - Dec 23, 2021 |
| #14 | N/A | -4.52% Jan 20, 2021 - Feb 8, 2021 |
| #15 | N/A | -4.50% Jul 3, 2025 - Oct 2, 2025 |
Correlation
Correlation between BRKW and SHRY is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2017 - 2026)
BRKW vs SHRY dividend yield comparison.
| Year | BRKW | SHRY |
|---|---|---|
| 2026 | 8.74% | 0.27% |
| 2025 | 14.45% | 1.73% |
| 2024 | 0.00% | 1.76% |
| 2023 | 0.00% | 1.49% |
| 2022 | 0.00% | 1.52% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.65% |
| 2019 | 0.00% | 1.54% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 0.55% |
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