BRNY vs AGZ
Comparison between BURNEY U.S. FACTOR ROTATION ETF (BRNY, ETF) and ISHARES AGENCY BOND ETF (AGZ, ETF).
BRNY vs AGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BRNY
$553M
AGZ
$552M
Expense Ratio
BRNY
0.79%
Winner
AGZ
0.20%
Max Drawdown
BRNY
19.17%
Winner
AGZ
13.98%
Sharpe Ratio
Winner
BRNY
1.67
AGZ
-0.06
5Y Beta
BRNY
0.99
Winner
AGZ
-0.01
P/E Ratio
BRNY
20.35
AGZ
N/A
Forward P/E
BRNY
15.43
AGZ
N/A
5Y Dividends CAGR
BRNY
N/A
AGZ
13.53%
5Y EPS CAGR
BRNY
31.82%
AGZ
N/A
Debt to Equity
BRNY
87.91%
AGZ
N/A
P/S Ratio
BRNY
1.41
AGZ
N/A
P/B Ratio
BRNY
3.71
AGZ
N/A
BRNY vs AGZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BRNY
+1.68%
AGZ
-0.20%
3M
Winner
BRNY
+12.33%
AGZ
-0.49%
6M
Winner
BRNY
+11.62%
AGZ
+0.46%
1Y
Winner
BRNY
+29.32%
AGZ
+3.60%
5Y(CAGR)
BRNY
N/A
AGZ
+1.13%
10Y(CAGR)
BRNY
N/A
AGZ
+1.81%
Max(CAGR)
Winner
BRNY
+25.94%
AGZ
+2.37%
BRNY vs AGZ - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | BRNY | AGZ |
|---|---|---|
| 2026 | +9.95% | +0.03% |
| 2025 | +21.53% | +6.06% |
| 2024 | +29.56% | +3.32% |
| 2023 | +22.74% | +4.99% |
| 2022 | +8.90% | -7.53% |
| 2021 | N/A | -1.08% |
| 2020 | N/A | +5.59% |
| 2019 | N/A | +5.34% |
| 2018 | N/A | +1.51% |
| 2017 | N/A | +2.14% |
| 2016 | N/A | +1.02% |
| 2015 | N/A | +1.06% |
| 2014 | N/A | +3.44% |
| 2013 | N/A | -1.22% |
| 2012 | N/A | +1.65% |
| 2011 | N/A | +4.87% |
| 2010 | N/A | +3.70% |
| 2009 | N/A | +2.08% |
| 2008 | N/A | +6.01% |
BRNY vs AGZ Drawdown Comparison
The maximum drawdown for BRNY was -19.14%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for AGZ was -11.01%, occurring on Oct 20, 2022. Recovery took 1126 trading sessions.
The current BRNY drawdown is -3.32%. The current AGZ drawdown is -0.89%.
| Rank | BRNY | AGZ |
|---|---|---|
| #1 | -19.14% Feb 18, 2025 - Jun 24, 2025 | -11.01% Sep 3, 2020 - Feb 28, 2025 |
| #2 | -10.96% Aug 1, 2023 - Dec 1, 2023 | -4.98% Nov 13, 2008 - Dec 11, 2008 |
| #3 | -10.71% Feb 2, 2023 - Jun 29, 2023 | -3.28% May 1, 2013 - May 15, 2014 |
| #4 | -9.34% Jan 29, 2026 - Apr 14, 2026 | -2.88% Jul 6, 2016 - Aug 18, 2017 |
| #5 | -9.25% Jul 16, 2024 - Aug 23, 2024 | -2.52% Nov 4, 2010 - Jun 1, 2011 |
| #6 | -6.61% Nov 30, 2022 - Jan 31, 2023 | -2.34% Sep 7, 2017 - Dec 18, 2018 |
| #7 | -6.33% Dec 6, 2024 - Jan 23, 2025 | -2.24% Apr 14, 2009 - Jul 8, 2009 |
| #8 | -5.69% Nov 12, 2025 - Dec 4, 2025 | -2.24% Mar 9, 2020 - Jul 20, 2020 |
| #9 | -5.38% Aug 23, 2024 - Sep 19, 2024 | -1.84% Jan 23, 2015 - Oct 14, 2015 |
| #10 | -5.08% Mar 21, 2024 - May 15, 2024 | -1.80% Jan 14, 2009 - Mar 18, 2009 |
| #11 | -3.75% Oct 28, 2022 - Nov 10, 2022 | -1.58% Jul 8, 2009 - Sep 1, 2009 |
| #12 | -3.42% Oct 8, 2025 - Oct 27, 2025 | -1.53% Sep 4, 2019 - Jan 23, 2020 |
| #13 | -3.32% Jun 4, 2026 - Jun 5, 2026 | -1.53% Nov 30, 2009 - May 4, 2010 |
| #14 | -3.03% Oct 18, 2024 - Nov 6, 2024 | -1.35% Feb 27, 2026 - May 19, 2026 |
| #15 | -3.01% Jan 6, 2026 - Jan 27, 2026 | -1.30% Apr 4, 2025 - Apr 28, 2025 |
Correlation
Correlation between BRNY and AGZ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
BRNY vs AGZ dividend yield comparison.
| Year | BRNY | AGZ |
|---|---|---|
| 2026 | 0.09% | 1.52% |
| 2025 | 0.30% | 3.75% |
| 2024 | 0.23% | 3.48% |
| 2023 | 0.68% | 3.14% |
| 2022 | 0.22% | 1.56% |
| 2021 | 0.00% | 0.96% |
| 2020 | 0.00% | 2.25% |
| 2019 | 0.00% | 2.32% |
| 2018 | 0.00% | 2.15% |
| 2017 | 0.00% | 1.58% |
| 2016 | 0.00% | 1.52% |
| 2015 | 0.00% | 1.30% |
| 2014 | 0.00% | 1.33% |
| 2013 | 0.00% | 1.19% |
| 2012 | 0.00% | 1.22% |
| 2011 | 0.00% | 1.66% |
| 2010 | 0.00% | 1.88% |
| 2009 | 0.00% | 2.00% |
| 2008 | 0.00% | 0.38% |
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