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BRNYvsSCHBETF Comparison

ETF 1

BRNY

Burney U.S. Factor Rotation ETF

This fund is part of

US All Cap

+0.61%

Full BRNY fund page

VS

ETF 2

SCHB

Schwab U.S. Broad Market ETF

This fund is part of

US All Cap

+0.61%

Full SCHB fund page

Burney U.S. Factor Rotation ETF (BRNY) and Schwab U.S. Broad Market ETF (SCHB) belong to the same industry segment: US All Cap. In contrast, SCHB's top sector exposures are Technology, Finance and Healthcare. BRNY is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.03% for SCHB. BRNY is up 13.17% year-to-date (YTD) with +$65M in YTD flows. SCHB performs better with 13.69% YTD performance, and +$1.81B in YTD flows. Run a side-by-side ETF comparison of BRNY and SCHB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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BRNY vs SCHB performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	BRNY SCHB	-1.34%+0.52%	-0.43%+3.76%	+13.17%+13.69%	+15.49%+13.15%	+113.25%+93.45%	n/a+73.56%
Flows	BRNY SCHB	+$12M+$207M	+$37M+$602M	+$65M+$1.81B	+$77M+$1.82B	+$211M+$4.15B	-+$5.61B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	BRNY SCHB	+14.88%+11.35%	+15.90%+13.04%	+16.85%+15.42%	n/a+17.55%
Max drawdown	BRNY SCHB	-6.71%-3.39%	-9.35%-8.92%	-19.27%-19.42%	n/a-25.37%
Max drawdown duration	BRNY SCHB	72d75d	74d76d	151d127d	n/a711d

Trading data

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	BRNY	SCHB
Last sale 10/28/2026 at 1:30 PM	$57.26	$29.68
Previous close 10/27/2026	$57.03	$29.58
Consolidated volume 10/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of September 30, 2026

1-year trailing difference

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BRNY

is actively managed and doesn’t replicate an index

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	BRNY	SCHB
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/28/2026 at 1:30 PM

Live

Closed

	BRNY	SCHB
Last price	$57.26	$29.68
1D performance	+0.40%	+0.34%
AuM	$612.67 M	$44.96 B
E/R	0.79%	0.03%

Characteristics

	BRNY	SCHB
Management strategy	Active	Passive
Provider	The Burney Company	Schwab ETFs
Benchmark	-	Dow Jones U.S. Broad Stock Market Index
N° of holdings	-	1575
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	October 13, 2022	November 3, 2009
ESG	No	No

More BRNY data on Trackinsight

More SCHB data on Trackinsight

Exposure

Countries

BRNY

Data will be available soon

SCHB

USA

97.63%

Other

2.37%

Sectors

BRNY

Data will be available soon

SCHB

Technology

43.62%

Finance

14.31%

Healthcare

9.6%

Consumer Non-Cycl.

8.84%

Industrials

7.45%

Other

16.17%

Diversification

BRNY

Data will be available soon

SCHB

Total weight of top 15 holdings out of 15

41.99%

Top 15 holdings

Data as of January 1, 1970

BRNY

Data will be available soon

SCHB

NVIDIA Corp.

7.54%

Apple, Inc.

6.65%

Microsoft Corp.

5.35%

Amazon.com, Inc.

3.74%

Alphabet, Inc.

2.96%

Broadcom Inc.

2.46%

Alphabet, Inc.

2.37%

Meta Platforms, Inc.

1.80%

Micron Technology, Inc.

1.51%

Tesla, Inc.

1.44%

JPMorgan Chase & Co.

1.39%

Eli Lilly & Co.

1.36%

Berkshire Hathaway, Inc.

1.33%

Advanced Micro Devices, Inc.

1.13%

ExxonMobil Holdings Corp.

0.97%

Frequently asked questions about BRNY and SCHB

How have the BRNY and SCHB ETFs performed in 2026?

As of October 27, 2026, BRNY is up 13.17% year-to-date (YTD), while SCHB has returned 13.69%. That puts SCHB better performer ahead so far this year.

Which ETF is attracting more investor money: BRNY or SCHB?

Year-to-date, the BRNY ETF saw +$65M in flows, compared to +$1.81B for SCHB.

Which ETF is more volatile: BRNY or SCHB?

Over the past year, BRNY had a volatility of 15.9%, while SCHB experienced 13.04%.

Which ETF is bigger: BRNY or SCHB?

As of October 27, 2026, BRNY holds $612.67 M in assets under management (AUM), while SCHB manages $44.96 B.

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SCHB

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SCHB

BRNYvsSCHBETF Comparison

Burney U.S. Factor Rotation ETF

Schwab U.S. Broad Market ETF

BRNY vs SCHB performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the BRNY and SCHB ETFs performed in 2026?

As of October 27, 2026, BRNY is up 13.17% year-to-date (YTD), while SCHB has returned 13.69%. That puts SCHB better performer ahead so far this year.

Which ETF is attracting more investor money: BRNY or SCHB?

Year-to-date, the BRNY ETF saw +$65M in flows, compared to +$1.81B for SCHB.

Which ETF is more volatile: BRNY or SCHB?

Over the past year, BRNY had a volatility of 15.9%, while SCHB experienced 13.04%.

Which ETF is bigger: BRNY or SCHB?

As of October 27, 2026, BRNY holds $612.67 M in assets under management (AUM), while SCHB manages $44.96 B.

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