INDY vs BRNY
Comparison between ISHARES INDIA 50 ETF (INDY, ETF) and BURNEY U.S. FACTOR ROTATION ETF (BRNY, ETF).
INDY vs BRNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
INDY
$560M
BRNY
$560M
Expense Ratio
Winner
INDY
0.65%
BRNY
0.79%
Max Drawdown
INDY
45.53%
Winner
BRNY
19.17%
Sharpe Ratio
INDY
-1.36
Winner
BRNY
1.65
5Y Beta
Winner
INDY
0.43
BRNY
0.99
P/E Ratio
INDY
N/A
BRNY
23.04
Forward P/E
INDY
N/A
BRNY
15.91
5Y Dividends CAGR
INDY
162.33%
BRNY
N/A
5Y EPS CAGR
INDY
N/A
BRNY
33.64%
Debt to Equity
INDY
N/A
BRNY
86.53%
P/S Ratio
INDY
N/A
BRNY
1.04
P/B Ratio
INDY
N/A
BRNY
3.91
INDY vs BRNY - Historical Returns
Returns include dividend reinvestment.
1M
INDY
+1.76%
Winner
BRNY
+3.23%
3M
INDY
-2.00%
Winner
BRNY
+17.33%
6M
INDY
-11.58%
Winner
BRNY
+14.26%
1Y
INDY
-13.79%
Winner
BRNY
+31.29%
5Y(CAGR)
INDY
+1.78%
BRNY
N/A
10Y(CAGR)
INDY
+6.67%
BRNY
N/A
Max(CAGR)
INDY
+4.87%
Winner
BRNY
+26.65%
INDY vs BRNY - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | INDY | BRNY |
|---|---|---|
| 2026 | -13.70% | +12.74% |
| 2025 | +3.47% | +21.53% |
| 2024 | +3.68% | +29.56% |
| 2023 | +16.36% | +22.74% |
| 2022 | -8.89% | +8.90% |
| 2021 | +19.01% | N/A |
| 2020 | +8.75% | N/A |
| 2019 | +10.72% | N/A |
| 2018 | -4.43% | N/A |
| 2017 | +35.75% | N/A |
| 2016 | +3.00% | N/A |
| 2015 | -10.08% | N/A |
| 2014 | +33.54% | N/A |
| 2013 | -7.78% | N/A |
| 2012 | +20.83% | N/A |
| 2011 | -37.32% | N/A |
| 2010 | +20.53% | N/A |
| 2009 | +1.93% | N/A |
INDY vs BRNY Drawdown Comparison
The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.
The maximum drawdown for BRNY was -19.14%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current INDY drawdown is -19.09%. The current BRNY drawdown is -0.88%.
| Rank | INDY | BRNY |
|---|---|---|
| #1 | -44.74% Nov 5, 2010 - Jan 20, 2015 | -19.14% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -43.50% Jan 13, 2020 - Nov 24, 2020 | -10.96% Aug 1, 2023 - Dec 1, 2023 |
| #3 | -29.92% Jan 29, 2015 - Apr 26, 2017 | -10.71% Feb 2, 2023 - Jun 29, 2023 |
| #4 | -22.37% Sep 26, 2024 - Mar 30, 2026 | -9.34% Jan 29, 2026 - Apr 14, 2026 |
| #5 | -20.10% Jan 26, 2018 - May 31, 2019 | -9.25% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -20.00% Jan 12, 2022 - Dec 14, 2023 | -6.61% Nov 30, 2022 - Jan 31, 2023 |
| #7 | -15.96% May 10, 2010 - Sep 10, 2010 | -6.33% Dec 6, 2024 - Jan 23, 2025 |
| #8 | -13.85% Jan 7, 2010 - Mar 26, 2010 | -5.69% Nov 12, 2025 - Dec 4, 2025 |
| #9 | -13.83% Jun 3, 2019 - Jan 13, 2020 | -5.38% Aug 23, 2024 - Sep 19, 2024 |
| #10 | -12.00% Apr 5, 2010 - May 10, 2010 | -5.10% Jun 4, 2026 - Jun 10, 2026 |
| #11 | -10.51% Mar 11, 2021 - Jun 1, 2021 | -5.08% Mar 21, 2024 - May 15, 2024 |
| #12 | -9.79% Oct 15, 2021 - Jan 12, 2022 | -3.75% Oct 28, 2022 - Nov 10, 2022 |
| #13 | -7.20% Aug 1, 2017 - Oct 31, 2017 | -3.42% Oct 8, 2025 - Oct 27, 2025 |
| #14 | -6.36% Jan 20, 2021 - Feb 2, 2021 | -3.03% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -5.57% Jun 3, 2024 - Jun 17, 2024 | -3.01% Jan 6, 2026 - Jan 27, 2026 |
Correlation
Correlation between INDY and BRNY is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2010 - 2026)
INDY vs BRNY dividend yield comparison.
| Year | INDY | BRNY |
|---|---|---|
| 2026 | 0.00% | 0.09% |
| 2025 | 8.11% | 0.30% |
| 2024 | 0.24% | 0.23% |
| 2023 | 0.38% | 0.68% |
| 2022 | 3.75% | 0.22% |
| 2021 | 7.12% | 0.00% |
| 2020 | 0.08% | 0.00% |
| 2019 | 0.58% | 0.00% |
| 2018 | 0.55% | 0.00% |
| 2017 | 0.27% | 0.00% |
| 2016 | 0.48% | 0.00% |
| 2015 | 0.57% | 0.00% |
| 2014 | 0.52% | 0.00% |
| 2013 | 0.76% | 0.00% |
| 2012 | 0.39% | 0.00% |
| 2011 | 0.65% | 0.00% |
| 2010 | 0.39% | 0.00% |
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