HFRO vs BRES
Comparison between Highland Opportunities and Income Fund (HFRO, ETF) and BURNEY U.S. EQUITY SELECT ETF (BRES, ETF).
HFRO vs BRES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HFRO
$656M
Winner
BRES
$658M
Expense Ratio
HFRO
N/A
BRES
0.79%
Max Drawdown
HFRO
72.48%
Winner
BRES
9.31%
Sharpe Ratio
Winner
HFRO
1.93
BRES
1.25
5Y Beta
Winner
HFRO
0.62
BRES
1.05
P/E Ratio
HFRO
N/A
BRES
25.09
Forward P/E
HFRO
N/A
BRES
19.81
PEG Ratio
HFRO
N/A
BRES
0.30
5Y Dividends CAGR
HFRO
-11.54%
BRES
N/A
5Y EPS CAGR
HFRO
N/A
BRES
24.23%
HFRO vs BRES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HFRO
+18.79%
BRES
+3.01%
3M
Winner
HFRO
+28.65%
BRES
+11.58%
6M
HFRO
+24.63%
BRES
N/A
1Y
HFRO
+51.45%
BRES
N/A
5Y(CAGR)
HFRO
+0.86%
BRES
N/A
10Y(CAGR)
HFRO
-0.52%
BRES
N/A
Max(CAGR)
HFRO
-0.52%
Winner
BRES
+25.71%
HFRO vs BRES - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | HFRO | BRES |
|---|---|---|
| 2026 | +25.68% | +8.69% |
| 2025 | +22.68% | N/A |
| 2024 | -29.13% | N/A |
| 2023 | -16.57% | N/A |
| 2022 | +0.78% | N/A |
| 2021 | +14.90% | N/A |
| 2020 | -8.01% | N/A |
| 2019 | +2.92% | N/A |
| 2018 | -12.60% | N/A |
| 2017 | +1.01% | N/A |
HFRO vs BRES Drawdown Comparison
The maximum drawdown for HFRO was -52.76%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current HFRO drawdown is -15.17%. The current BRES drawdown is -0.66%.
| Rank | HFRO | BRES |
|---|---|---|
| #1 | -52.76% Aug 17, 2022 - Apr 8, 2025 | -9.14% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -49.42% Jul 24, 2018 - Mar 29, 2022 | -4.30% Jun 4, 2026 - Jun 15, 2026 |
| #3 | -9.70% May 6, 2022 - Aug 15, 2022 | -2.89% May 14, 2026 - May 26, 2026 |
| #4 | -3.99% Nov 7, 2017 - Dec 22, 2017 | -1.29% Jun 15, 2026 - Jun 17, 2026 |
| #5 | -2.92% Jan 31, 2018 - Feb 21, 2018 | -1.15% Apr 17, 2026 - May 1, 2026 |
| #6 | -2.88% Feb 23, 2018 - Jul 11, 2018 | -0.59% May 6, 2026 - May 8, 2026 |
| #7 | -2.01% Mar 31, 2022 - May 2, 2022 | -0.59% May 26, 2026 - Jun 4, 2026 |
| #8 | -0.96% Dec 22, 2017 - Jan 4, 2018 | -0.48% May 1, 2026 - May 5, 2026 |
| #9 | -0.96% Jan 9, 2018 - Jan 22, 2018 | -0.44% May 8, 2026 - May 14, 2026 |
| #10 | -0.94% Jul 16, 2018 - Jul 24, 2018 | N/A |
| #11 | -0.76% Mar 29, 2022 - Mar 31, 2022 | N/A |
| #12 | -0.71% Jan 4, 2018 - Jan 9, 2018 | N/A |
| #13 | -0.67% May 4, 2022 - May 6, 2022 | N/A |
| #14 | -0.51% Jan 22, 2018 - Jan 29, 2018 | N/A |
| #15 | -0.31% Feb 21, 2018 - Feb 23, 2018 | N/A |
Correlation
Correlation between HFRO and BRES is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2017 - 2026)
HFRO vs BRES dividend yield comparison.
| Year | HFRO | BRES |
|---|---|---|
| 2026 | 2.63% | 0.16% |
| 2025 | 7.73% | 0.00% |
| 2024 | 8.90% | 0.00% |
| 2023 | 12.02% | 0.00% |
| 2022 | 8.97% | 0.00% |
| 2021 | 8.41% | 0.00% |
| 2020 | 8.99% | 0.00% |
| 2019 | 7.43% | 0.00% |
| 2018 | 7.22% | 0.00% |
| 2017 | 0.99% | 0.00% |
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