SHRY vs BRKW
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and ROUNDHILL BRKB WEEKLYPAY ETF (BRKW, ETF).
SHRY vs BRKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHRY vs BRKW - Holdings Comparison
SHRY and BRKW have 0 common holdings. Overlap is 0.00%
SHRY's top 25 holdings weight is 74.97%. BRKW's top 25 holdings weight is 16.88%.
| Rank | SHRY | BRKW |
|---|---|---|
| #1 | FOX CORP CLASS A (FOXA) - 5.78% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.14% |
| #2 | METLIFE INC (MET) - 5.33% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.74% |
| #3 | QUALCOMM INC (QCOM) - 4.20% | N/A |
| #4 | PAYPAL HOLDINGS INC (PYPL) - 4.14% | N/A |
| #5 | FISERV INC (FISV) - 4.08% | N/A |
| #6 | COMCAST CORP CLASS A (CMCSA) - 4.06% | N/A |
| #7 | D.R. HORTON INC (DHI) - 3.96% | N/A |
| #8 | AMERIPRISE FINANCIAL INC (AMP) - 3.51% | N/A |
| #9 | ADOBE INC (ADBE) - 3.26% | N/A |
| #10 | ALTRIA GROUP INC (MO) - 2.94% | N/A |
| #11 | THE KROGER CO (KR) - 2.90% | N/A |
| #12 | SLB LTD (SLB) - 2.77% | N/A |
| #13 | AFLAC INC (AFL) - 2.75% | N/A |
| #14 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.72% | N/A |
| #15 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.51% | N/A |
| #16 | BOOKING HOLDINGS INC (BKNG) - 2.30% | N/A |
| #17 | ALLSTATE CORP (ALL) - 2.27% | N/A |
| #18 | VALERO ENERGY CORP (VLO) - 2.24% | N/A |
| #19 | CONOCOPHILLIPS (COP) - 2.18% | N/A |
| #20 | HCA HEALTHCARE INC (HCA) - 2.03% | N/A |
| #21 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.98% | N/A |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.93% | N/A |
| #23 | PHILLIPS 66 (PSX) - 1.79% | N/A |
| #24 | CHENIERE ENERGY INC (LNG) - 1.72% | N/A |
| #25 | PROCTER & GAMBLE CO (PG) - 1.62% | N/A |
| Total Holdings | 51 | 2 |
SHRY vs BRKW - Historical Returns
Returns include dividend reinvestment.
SHRY vs BRKW - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | BRKW |
|---|---|---|
| 2026 | +0.88% | -3.54% |
| 2025 | +7.21% | +2.14% |
| 2024 | +17.84% | N/A |
| 2023 | +17.52% | N/A |
| 2022 | -14.18% | N/A |
| 2021 | +31.62% | N/A |
| 2020 | +11.50% | N/A |
| 2019 | +30.14% | N/A |
| 2018 | -9.35% | N/A |
| 2017 | +10.12% | N/A |
SHRY vs BRKW Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for BRKW was -12.62%, occurring on May 5, 2026. This drawdown has not yet recovered.
The current SHRY drawdown is -6.32%. The current BRKW drawdown is -7.97%.
| Rank | SHRY | BRKW |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -12.62% Nov 28, 2025 - May 5, 2026 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -8.86% Jun 24, 2025 - Aug 28, 2025 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -7.82% Sep 4, 2025 - Nov 13, 2025 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -2.81% Nov 13, 2025 - Nov 28, 2025 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -0.70% Aug 29, 2025 - Sep 4, 2025 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | -0.08% Jun 18, 2025 - Jun 23, 2025 |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | N/A |
| #8 | -6.37% Jul 26, 2019 - Sep 12, 2019 | N/A |
| #9 | -6.32% Mar 2, 2026 - Jun 18, 2026 | N/A |
| #10 | -5.49% Mar 28, 2024 - May 15, 2024 | N/A |
| #11 | -4.90% Sep 2, 2021 - Oct 21, 2021 | N/A |
| #12 | -4.77% Sep 12, 2019 - Oct 28, 2019 | N/A |
| #13 | -4.54% Nov 16, 2021 - Dec 23, 2021 | N/A |
| #14 | -4.52% Jan 20, 2021 - Feb 8, 2021 | N/A |
| #15 | -4.50% Jul 3, 2025 - Oct 2, 2025 | N/A |
Correlation
Correlation between SHRY and BRKW is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2017 - 2026)
SHRY vs BRKW dividend yield comparison.
| Year | SHRY | BRKW |
|---|---|---|
| 2026 | 0.27% | 8.74% |
| 2025 | 1.73% | 14.45% |
| 2024 | 1.76% | 0.00% |
| 2023 | 1.49% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.65% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 0.55% | 0.00% |
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