BRNY vs PCQ

Comparison between BURNEY U.S. FACTOR ROTATION ETF (BRNY, ETF) and Pimco California Municipal Income Fund (PCQ, ETF).

BRNY vs PCQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BRNY(ETF)	PCQ(ETF)
Net Assets	$560M	$560M
Expense Ratio	0.79%	N/A
Max Drawdown	19.17%	60.60%
Sharpe Ratio	1.73	0.75
5Y Beta	1.00	0.14
P/E Ratio	23.04	N/A
Forward P/E	15.91	N/A
5Y Dividends CAGR	N/A	-9.94%
5Y EPS CAGR	33.64%	N/A
Debt to Equity	86.53%	N/A
P/S Ratio	1.04	N/A
P/B Ratio	3.91	N/A

Net Assets

Winner

BRNY

$560M

PCQ

$560M

Expense Ratio

BRNY

0.79%

PCQ

N/A

Max Drawdown

Winner

BRNY

19.17%

PCQ

60.60%

Sharpe Ratio

Winner

BRNY

1.73

PCQ

0.75

5Y Beta

BRNY

1.00

Winner

PCQ

0.14

P/E Ratio

BRNY

23.04

PCQ

N/A

Forward P/E

BRNY

15.91

PCQ

N/A

5Y Dividends CAGR

BRNY

N/A

PCQ

-9.94%

5Y EPS CAGR

BRNY

33.64%

PCQ

N/A

Debt to Equity

BRNY

86.53%

PCQ

N/A

P/S Ratio

BRNY

1.04

PCQ

N/A

P/B Ratio

BRNY

3.91

PCQ

N/A

BRNY vs PCQ - Historical Returns

Returns include dividend reinvestment.

Period	BRNY	PCQ
1 month	+3.23%	-0.05%
3 months	+17.33%	+1.69%
6 months	+14.26%	+3.88%
1 year	+31.29%	+9.15%
5 years(CAGR)	N/A	-9.91%
10 years(CAGR)	N/A	-1.40%
Max(CAGR)	+26.65%	+3.74%

Winner

BRNY

+3.23%

PCQ

-0.05%

Winner

BRNY

+17.33%

PCQ

+1.69%

Winner

BRNY

+14.26%

PCQ

+3.88%

Winner

BRNY

+31.29%

PCQ

+9.15%

5Y(CAGR)

BRNY

N/A

PCQ

-9.91%

10Y(CAGR)

BRNY

N/A

PCQ

-1.40%

Max(CAGR)

Winner

BRNY

+26.65%

PCQ

+3.74%

BRNY vs PCQ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BRNY	PCQ
2026	+12.74%	+2.93%
2025	+21.53%	+0.17%
2024	+29.56%	+1.28%
2023	+22.74%	-36.42%
2022	+8.90%	-15.26%
2021	N/A	+7.87%
2020	N/A	-6.19%
2019	N/A	+26.15%
2018	N/A	-1.10%
2017	N/A	+16.44%
2016	N/A	+5.62%
2015	N/A	+6.94%
2014	N/A	+26.59%
2013	N/A	-14.10%
2012	N/A	+25.62%
2011	N/A	+18.97%
2010	N/A	+6.14%
2009	N/A	+45.10%
2008	N/A	-41.29%
2007	N/A	-3.73%
2006	N/A	+16.83%
2005	N/A	+24.28%
2004	N/A	+8.38%
2003	N/A	+0.07%
2002	N/A	+2.59%
2001	N/A	+0.78%

BRNY vs PCQ Drawdown Comparison

The maximum drawdown for BRNY was -19.14%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

The current BRNY drawdown is -0.88%. The current PCQ drawdown is -45.08%.

Rank	BRNY	PCQ
#1	-19.14% Feb 18, 2025 - Jun 24, 2025	-56.28% May 11, 2007 - Sep 9, 2010
#2	-10.96% Aug 1, 2023 - Dec 1, 2023	-54.86% Nov 12, 2021 - Oct 6, 2023
#3	-10.71% Feb 2, 2023 - Jun 29, 2023	-37.82% Dec 9, 2019 - Jul 15, 2021
#4	-9.34% Jan 29, 2026 - Apr 14, 2026	-22.43% Jan 23, 2013 - Nov 20, 2014
#5	-9.25% Jul 16, 2024 - Aug 23, 2024	-17.69% Oct 15, 2010 - Sep 29, 2011
#6	-6.61% Nov 30, 2022 - Jan 31, 2023	-17.09% Dec 11, 2017 - Jul 9, 2018
#7	-6.33% Dec 6, 2024 - Jan 23, 2025	-14.13% Aug 13, 2018 - Jan 28, 2019
#8	-5.69% Nov 12, 2025 - Dec 4, 2025	-13.13% Sep 8, 2016 - May 8, 2017
#9	-5.38% Aug 23, 2024 - Sep 19, 2024	-12.06% Jun 13, 2003 - Apr 1, 2004
#10	-5.10% Jun 4, 2026 - Jun 10, 2026	-11.35% Feb 2, 2015 - Oct 20, 2015
#11	-5.08% Mar 21, 2024 - May 15, 2024	-10.17% Jul 11, 2012 - Nov 28, 2012
#12	-3.75% Oct 28, 2022 - Nov 10, 2022	-9.02% Jan 30, 2012 - Apr 24, 2012
#13	-3.42% Oct 8, 2025 - Oct 27, 2025	-8.76% Apr 1, 2004 - Aug 6, 2004
#14	-3.03% Oct 18, 2024 - Nov 6, 2024	-8.05% Sep 13, 2002 - May 22, 2003
#15	-3.01% Jan 6, 2026 - Jan 27, 2026	-7.19% Aug 16, 2001 - Aug 6, 2002

Correlation

Correlation between BRNY and PCQ is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24

-101

Dividend Comparison (2001 - 2026)

BRNY vs PCQ dividend yield comparison.

Year	BRNY	PCQ
2026	0.09%	2.46%
2025	0.30%	4.95%
2024	0.23%	4.78%
2023	0.68%	4.64%
2022	0.22%	5.29%
2021	0.00%	4.20%
2020	0.00%	4.39%
2019	0.00%	4.65%
2018	0.00%	5.72%
2017	0.00%	5.35%
2016	0.00%	5.89%
2015	0.00%	5.89%
2014	0.00%	5.90%
2013	0.00%	7.10%
2012	0.00%	5.80%
2011	0.00%	6.87%
2010	0.00%	7.45%
2009	0.00%	7.46%
2008	0.00%	10.68%
2007	0.00%	5.95%
2006	0.00%	5.25%
2005	0.00%	5.83%
2004	0.00%	6.83%
2003	0.00%	6.90%
2002	0.00%	6.45%
2001	0.00%	2.53%