BRNY vs EWD
Comparison between BURNEY U.S. FACTOR ROTATION ETF (BRNY, ETF) and ISHARES MSCI SWEDEN ETF (EWD, ETF).
BRNY vs EWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BRNY
$580M
Winner
EWD
$580M
Expense Ratio
BRNY
0.79%
Winner
EWD
0.51%
Max Drawdown
Winner
BRNY
19.17%
EWD
79.94%
Sharpe Ratio
Winner
BRNY
1.41
EWD
0.82
5Y Beta
BRNY
1.01
Winner
EWD
0.86
P/E Ratio
BRNY
20.25
EWD
N/A
Forward P/E
BRNY
14.99
EWD
N/A
5Y Dividends CAGR
BRNY
N/A
EWD
13.13%
5Y EPS CAGR
BRNY
33.22%
EWD
N/A
Debt to Equity
BRNY
72.13%
EWD
N/A
P/S Ratio
BRNY
0.84
EWD
N/A
P/B Ratio
BRNY
3.75
EWD
N/A
BRNY vs EWD - Holdings Comparison
BRNY and EWD have 1 common holdings. Overlap is -0.28%
BRNY's top 25 holdings weight is 74.12%. EWD's top 25 holdings weight is 84.48%.
| Rank | BRNY | EWD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.70% | INVESTOR AB CLASS B (n/a) - 9.64% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 6.04% | SPOTIFY TECHNOLOGY SA (SPOT) - 9.12% |
| #3 | EXPEDIA GROUP INC (EXPE) - 5.63% | VOLVO AB CLASS B (VOLVF) - 7.55% |
| #4 | APPLE INC (AAPL) - 5.01% | ATLAS COPCO AB CLASS A (n/a) - 6.87% |
| #5 | MICRON TECHNOLOGY INC (MU) - 4.99% | SANDVIK AB (n/a) - 4.90% |
| #6 | STONEX GROUP INC (SNEX) - 4.03% | SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 4.39% |
| #7 | AERCAP HOLDINGS NV (AER) - 3.62% | ASSA ABLOY AB CLASS B (n/a) - 4.26% |
| #8 | CIRRUS LOGIC INC (CRUS) - 3.35% | SWEDBANK AB CLASS A (n/a) - 4.19% |
| #9 | ARISTA NETWORKS INC (ANET) - 3.34% | ATLAS COPCO AB CLASS B (n/a) - 3.56% |
| #10 | ADVANCED MICRO DEVICES INC (AMD) - 3.27% | TELEFONAKTIEBOLAGET L M ERICSSON CLASS B (n/a) - 3.43% |
| #11 | META PLATFORMS INC CLASS A (META) - 3.03% | SVENSKA HANDELSBANKEN AB CLASS A (n/a) - 2.76% |
| #12 | CITIGROUP INC (C) - 2.70% | HEXAGON AB CLASS B (n/a) - 2.57% |
| #13 | ELDORADO GOLD CORP (n/a) - 2.47% | SAAB AB CLASS B (n/a) - 2.54% |
| #14 | STATE STREET CORP (STT) - 2.16% | ESSITY AB CLASS B (n/a) - 2.15% |
| #15 | ROKU INC CLASS A (ROKU) - 2.07% | ALFA LAVAL AB (n/a) - 2.12% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.99% | EQT AB ORDINARY SHARES (n/a) - 2.12% |
| #17 | AMAZON.COM INC (AMZN) - 1.89% | EPIROC AB ORDINARY SHARES CLASS A (n/a) - 2.09% |
| #18 | CARNIVAL CORPORATION LTD (CCL) - 1.88% | BOLIDEN AB (n/a) - 1.74% |
| #19 | CF INDUSTRIES HOLDINGS INC (CF) - 1.87% | TELIA COMPANY AB (n/a) - 1.35% |
| #20 | DELTA AIR LINES INC (DAL) - 1.71% | EVOLUTION AB (n/a) - 1.26% |
| #21 | ZOOM COMMUNICATIONS INC (ZM) - 1.48% | ADDTECH AB CLASS B (n/a) - 1.19% |
| #22 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.35% | TELE2 AB CLASS B (n/a) - 1.19% |
| #23 | RALPH LAUREN CORP CLASS A (RL) - 1.23% | SKANSKA AB CLASS B (n/a) - 1.18% |
| #24 | PTC THERAPEUTICS INC (PTCT) - 1.17% | SKF AB CLASS B (n/a) - 1.17% |
| #25 | PG&E CORP (PCG) - 1.14% | H & M HENNES & MAURITZ AB CLASS B (n/a) - 1.14% |
| Total Holdings | 71 | 53 |
BRNY vs EWD - Historical Returns
Returns include dividend reinvestment.
1M
BRNY
+3.03%
Winner
EWD
+4.50%
3M
BRNY
+3.14%
Winner
EWD
+4.27%
6M
Winner
BRNY
+18.38%
EWD
+0.40%
1Y
Winner
BRNY
+27.20%
EWD
+19.29%
5Y(CAGR)
BRNY
N/A
EWD
+5.57%
10Y(CAGR)
BRNY
N/A
EWD
+9.85%
Max(CAGR)
Winner
BRNY
+26.13%
EWD
+6.87%
BRNY vs EWD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BRNY | EWD |
|---|---|---|
| 2026 | +16.65% | +10.77% |
| 2025 | +21.53% | +36.16% |
| 2024 | +29.56% | -1.94% |
| 2023 | +22.74% | +23.68% |
| 2022 | +8.90% | -28.45% |
| 2021 | N/A | +21.34% |
| 2020 | N/A | +18.94% |
| 2019 | N/A | +23.80% |
| 2018 | N/A | -13.43% |
| 2017 | N/A | +21.04% |
| 2016 | N/A | +4.52% |
| 2015 | N/A | -3.90% |
| 2014 | N/A | -5.97% |
| 2013 | N/A | +21.95% |
| 2012 | N/A | +19.94% |
| 2011 | N/A | -18.22% |
| 2010 | N/A | +31.31% |
| 2009 | N/A | +48.46% |
| 2008 | N/A | -46.58% |
| 2007 | N/A | -2.28% |
| 2006 | N/A | +38.19% |
| 2005 | N/A | +9.32% |
| 2004 | N/A | +34.96% |
| 2003 | N/A | +57.95% |
| 2002 | N/A | -31.32% |
| 2001 | N/A | -22.76% |
| 2000 | N/A | -27.76% |
| 1999 | N/A | +27.13% |
BRNY vs EWD Drawdown Comparison
The maximum drawdown for BRNY was -19.14%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The maximum drawdown for EWD was -75.34%, occurring on Oct 9, 2002. Recovery took 1668 trading sessions.
The current BRNY drawdown is -1.62%. The current EWD drawdown is -1.23%.
| Rank | BRNY | EWD |
|---|---|---|
| #1 | -19.14% Feb 18, 2025 - Jun 24, 2025 | -75.34% Mar 3, 2000 - Oct 20, 2006 |
| #2 | -10.96% Aug 1, 2023 - Dec 1, 2023 | -68.10% Jul 12, 2007 - Apr 21, 2011 |
| #3 | -10.71% Feb 2, 2023 - Jun 29, 2023 | -42.26% Aug 13, 2021 - Feb 18, 2025 |
| #4 | -9.34% Jan 29, 2026 - Apr 14, 2026 | -37.22% Feb 12, 2020 - Jul 17, 2020 |
| #5 | -9.25% Jul 16, 2024 - Aug 23, 2024 | -36.19% May 2, 2011 - Mar 7, 2013 |
| #6 | -6.61% Nov 30, 2022 - Jan 31, 2023 | -25.57% May 21, 2014 - May 2, 2017 |
| #7 | -6.33% Dec 6, 2024 - Jan 23, 2025 | -23.30% Jan 24, 2018 - Jan 2, 2020 |
| #8 | -5.69% Nov 12, 2025 - Dec 4, 2025 | -17.84% Mar 7, 2025 - May 13, 2025 |
| #9 | -5.38% Aug 23, 2024 - Sep 19, 2024 | -14.49% Feb 27, 2026 - Aug 4, 2026 |
| #10 | -5.10% Jun 4, 2026 - Jun 15, 2026 | -12.59% May 21, 2013 - Jul 23, 2013 |
| #11 | -5.08% Mar 21, 2024 - May 15, 2024 | -9.09% Feb 26, 2007 - Mar 21, 2007 |
| #12 | -4.44% Jul 10, 2026 - Aug 4, 2026 | -8.75% May 7, 2007 - Jul 6, 2007 |
| #13 | -3.75% Oct 28, 2022 - Nov 10, 2022 | -8.18% Oct 12, 2020 - Nov 6, 2020 |
| #14 | -3.42% Oct 8, 2025 - Oct 27, 2025 | -8.16% Sep 18, 2013 - Dec 30, 2013 |
| #15 | -3.03% Oct 18, 2024 - Nov 6, 2024 | -7.82% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between BRNY and EWD is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
BRNY vs EWD dividend yield comparison.
| Year | BRNY | EWD |
|---|---|---|
| 2026 | 0.08% | 2.22% |
| 2025 | 0.30% | 3.27% |
| 2024 | 0.23% | 1.77% |
| 2023 | 0.68% | 2.41% |
| 2022 | 0.22% | 3.68% |
| 2021 | 0.00% | 5.46% |
| 2020 | 0.00% | 0.98% |
| 2019 | 0.00% | 4.15% |
| 2018 | 0.00% | 5.17% |
| 2017 | 0.00% | 3.23% |
| 2016 | 0.00% | 3.91% |
| 2015 | 0.00% | 4.08% |
| 2014 | 0.00% | 3.92% |
| 2013 | 0.00% | 3.47% |
| 2012 | 0.00% | 3.03% |
| 2011 | 0.00% | 4.13% |
| 2010 | 0.00% | 1.77% |
| 2009 | 0.00% | 2.13% |
| 2008 | 0.00% | 8.23% |
| 2007 | 0.00% | 3.61% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 1.85% |
| 2004 | 0.00% | 0.70% |
| 2003 | 0.00% | 1.58% |
| 2002 | 0.00% | 1.28% |
| 2001 | 0.00% | 0.35% |
| 2000 | 0.00% | 30.15% |
| 1999 | 0.00% | 3.42% |
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