ISCV vs BRES
Comparison between ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF) and BURNEY U.S. EQUITY SELECT ETF (BRES, ETF).
ISCV vs BRES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISCV
$659M
BRES
$658M
Expense Ratio
Winner
ISCV
0.06%
BRES
0.79%
Max Drawdown
ISCV
64.85%
Winner
BRES
9.31%
Sharpe Ratio
Winner
ISCV
1.50
BRES
1.25
5Y Beta
Winner
ISCV
0.94
BRES
1.05
P/E Ratio
ISCV
32.21
Winner
BRES
25.09
Forward P/E
Winner
ISCV
12.75
BRES
19.81
PEG Ratio
ISCV
N/A
BRES
0.30
5Y Dividends CAGR
ISCV
9.99%
BRES
N/A
5Y EPS CAGR
ISCV
9.45%
Winner
BRES
24.23%
Debt to Equity
ISCV
25.51%
BRES
N/A
ISCV vs BRES - Holdings Comparison
ISCV and BRES have 175 common holdings. Overlap is 5.67%
ISCV's top 25 holdings weight is 12.19%. BRES's top 25 holdings weight is 48.34%.
| Rank | ISCV | BRES |
|---|---|---|
| #1 | TD SYNNEX CORP (SNX) - 0.68% | APPLE INC (AAPL) - 3.87% |
| #2 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.64% | OTHER ASSETS AND LIABILITIES (n/a) - 3.85% |
| #3 | ALCOA CORP (AA) - 0.62% | ALPHABET INC CLASS A (GOOGL) - 3.63% |
| #4 | VIATRIS INC (VTRS) - 0.59% | BROADCOM INC (AVGO) - 3.49% |
| #5 | CF INDUSTRIES HOLDINGS INC (CF) - 0.56% | NVIDIA CORP (NVDA) - 3.42% |
| #6 | HOST HOTELS & RESORTS INC (HST) - 0.55% | LAM RESEARCH CORP (LRCX) - 2.52% |
| #7 | OVINTIV INC (OVV) - 0.54% | BURNEY U.S. FACTOR ROTATION ETF (BRNY) - 2.41% |
| #8 | MODERNA INC (MRNA) - 0.53% | ARISTA NETWORKS INC (ANET) - 2.17% |
| #9 | BORGWARNER INC (BWA) - 0.51% | MICROSOFT CORP (MSFT) - 2.11% |
| #10 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.49% | META PLATFORMS INC CLASS A (META) - 1.98% |
| #11 | EVEREST GROUP LTD (EG) - 0.46% | CBOE GLOBAL MARKETS INC (CBOE) - 1.94% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.46% | MCKESSON CORP (MCK) - 1.82% |
| #13 | REGAL REXNORD CORP (RRX) - 0.45% | AMAZON.COM INC (AMZN) - 1.65% |
| #14 | ARAMARK (ARMK) - 0.45% | ALLISON TRANSMISSION HOLDINGS INC (ALSN) - 1.64% |
| #15 | APA CORP (APA) - 0.44% | TARGA RESOURCES CORP (TRGP) - 1.57% |
| #16 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.43% | PALO ALTO NETWORKS INC (PANW) - 1.30% |
| #17 | UNUM GROUP (UNM) - 0.43% | CAPITAL ONE FINANCIAL CORP (COF) - 1.21% |
| #18 | ASSURANT INC (AIZ) - 0.42% | JPMORGAN CHASE & CO (JPM) - 1.17% |
| #19 | MAXLINEAR INC (MXL) - 0.42% | PARKER HANNIFIN CORP (PH) - 1.05% |
| #20 | MACERICH CO (MAC) - 0.42% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.04% |
| #21 | PROSPERITY BANCSHARES INC (PB) - 0.42% | NETFLIX INC (NFLX) - 0.92% |
| #22 | UDR INC (UDR) - 0.42% | CIRRUS LOGIC INC (CRUS) - 0.92% |
| #23 | THE MOSAIC CO (MOS) - 0.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.92% |
| #24 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.42% | FAIR ISAAC CORP (FICO) - 0.90% |
| #25 | ONEMAIN HOLDINGS INC (OMF) - 0.42% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 0.84% |
| Total Holdings | 1002 | 830 |
ISCV vs BRES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISCV
+4.58%
BRES
+3.01%
3M
Winner
ISCV
+12.15%
BRES
+11.58%
6M
ISCV
+11.27%
BRES
N/A
1Y
ISCV
+30.01%
BRES
N/A
5Y(CAGR)
ISCV
+8.12%
BRES
N/A
10Y(CAGR)
ISCV
+11.43%
BRES
N/A
Max(CAGR)
ISCV
+12.76%
Winner
BRES
+25.71%
ISCV vs BRES - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCV | BRES |
|---|---|---|
| 2026 | +11.29% | +8.69% |
| 2025 | +10.92% | N/A |
| 2024 | +9.68% | N/A |
| 2023 | +16.86% | N/A |
| 2022 | -11.52% | N/A |
| 2021 | +33.01% | N/A |
| 2020 | +6.71% | N/A |
| 2019 | +24.82% | N/A |
| 2018 | -14.04% | N/A |
| 2017 | +11.47% | N/A |
| 2016 | +36.55% | N/A |
| 2015 | -3.82% | N/A |
| 2014 | +16.55% | N/A |
| 2013 | +37.19% | N/A |
| 2012 | +22.96% | N/A |
| 2011 | +1.00% | N/A |
| 2010 | +27.98% | N/A |
| 2009 | +43.36% | N/A |
| 2008 | -26.69% | N/A |
| 2007 | -4.18% | N/A |
| 2006 | +22.68% | N/A |
| 2005 | +10.98% | N/A |
| 2004 | +20.09% | N/A |
ISCV vs BRES Drawdown Comparison
The maximum drawdown for ISCV was -59.47%, occurring on Mar 9, 2009. Recovery took 694 trading sessions.
The maximum drawdown for BRES was -9.14%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current ISCV drawdown is -0.93%. The current BRES drawdown is -0.66%.
| Rank | ISCV | BRES |
|---|---|---|
| #1 | -59.47% Jun 4, 2007 - Mar 5, 2010 | -9.14% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -48.84% Jan 16, 2020 - Nov 24, 2020 | -4.30% Jun 4, 2026 - Jun 15, 2026 |
| #3 | -25.34% Nov 25, 2024 - Nov 26, 2025 | -2.89% May 14, 2026 - May 26, 2026 |
| #4 | -25.01% Jul 7, 2011 - Jan 25, 2012 | -1.29% Jun 15, 2026 - Jun 17, 2026 |
| #5 | -23.56% Aug 21, 2018 - Dec 16, 2019 | -1.15% Apr 17, 2026 - May 1, 2026 |
| #6 | -22.03% Nov 5, 2021 - Dec 19, 2023 | -0.59% May 6, 2026 - May 8, 2026 |
| #7 | -20.41% Apr 15, 2015 - Apr 20, 2016 | -0.59% May 26, 2026 - Jun 4, 2026 |
| #8 | -20.23% Apr 23, 2010 - Nov 5, 2010 | -0.48% May 1, 2026 - May 5, 2026 |
| #9 | -12.07% Jun 8, 2021 - Nov 3, 2021 | -0.44% May 8, 2026 - May 14, 2026 |
| #10 | -11.19% Mar 26, 2012 - Aug 17, 2012 | N/A |
| #11 | -10.91% Jan 23, 2018 - Jun 11, 2018 | N/A |
| #12 | -10.37% May 9, 2006 - Oct 5, 2006 | N/A |
| #13 | -9.82% Jul 1, 2014 - Nov 7, 2014 | N/A |
| #14 | -9.35% Aug 2, 2005 - Dec 1, 2005 | N/A |
| #15 | -9.26% Feb 10, 2026 - Apr 17, 2026 | N/A |
Correlation
Correlation between ISCV and BRES is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2004 - 2026)
ISCV vs BRES dividend yield comparison.
| Year | ISCV | BRES |
|---|---|---|
| 2026 | 0.80% | 0.16% |
| 2025 | 2.04% | 0.00% |
| 2024 | 2.01% | 0.00% |
| 2023 | 2.21% | 0.00% |
| 2022 | 2.12% | 0.00% |
| 2021 | 2.91% | 0.00% |
| 2020 | 6.02% | 0.00% |
| 2019 | 7.07% | 0.00% |
| 2018 | 7.44% | 0.00% |
| 2017 | 5.22% | 0.00% |
| 2016 | 7.46% | 0.00% |
| 2015 | 7.80% | 0.00% |
| 2014 | 7.19% | 0.00% |
| 2013 | 5.43% | 0.00% |
| 2012 | 7.96% | 0.00% |
| 2011 | 7.46% | 0.00% |
| 2010 | 5.41% | 0.00% |
| 2009 | 5.84% | 0.00% |
| 2008 | 9.91% | 0.00% |
| 2007 | 7.73% | 0.00% |
| 2006 | 5.98% | 0.00% |
| 2005 | 6.35% | 0.00% |
| 2004 | 3.28% | 0.00% |
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