BRNY

ETFActive

Burney U.S. Factor Rotation ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.79%
Annual Cost per $10K
$79.00
30-Year Fee Drag per $10K
$15,174
at 7% annual return
Fund Type
ETF
Active
Trailing 12-Month
+23.89%

Asset Allocation

US Equity
96%
Intl Equity
3%
Real Estate
1%

Fee Comparison

BRNY
0.79%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

25% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+84.98%3Y
Compare to

Fee Impact Calculator

$
%
BRNY at 0.79%$304,742
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$75,871
Cost vs index fund−$72,682

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
BRNYBurney U.S. Factor Rotation ETF0.79%
JLGMXJPMorgan Large Cap Growth Fund0.94%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
VPMCXVANGUARD PRIMECAP FUND0.38%
FGCKXFidelity Growth Company Fund0.45%
PRBLXParnassus Core Equity Fund0.82%
OIEFXJPMorgan Equity Income Fund0.95%
HNACXHarbor Capital Appreciation Fund0.59%
MFEJXMFS Growth Fund0.58%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
AULDXUltra Fund0.54%
JGACXJPMorgan Growth Advantage Fund0.99%
COWZPacer US Cash Cows 100 ETF0.49%
TRRCXT. Rowe Price Retirement 2030 Fund0.56%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
AGRDXGrowth Fund0.54%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
TRRDXT. Rowe Price Retirement 2040 Fund0.60%
TRRJXT. Rowe Price Retirement 2035 Fund0.59%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
MOATVanEck Morningstar Wide Moat ETF0.47%
JHQAXJPMorgan Hedged Equity Fund0.82%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
FGKFXFidelity Growth Company K6 Fund0.45%
FLMVXJPMorgan Mid Cap Value Fund1.09%
GETGXVictory Sycamore Established Value Fund0.89%
EGFIXEdgewood Growth Fund$1M min1.00%
FSCSXSelect Software and IT Services Portfolio0.62%
PLCGXLargeCap Growth Fund I0.94%
DVYiShares Select Dividend ETF0.38%
PGORXPutnam Large Cap Growth Fund0.93%
CREFXCohen & Steers Real Estate Securities Fund0.75%
TRRKXT. Rowe Price Retirement 2045 Fund0.61%
PFFiShares Preferred and Income Securities ETF0.45%
TRRMXT. Rowe Price Retirement 2050 Fund0.63%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
QVI2QVIP Index 500 Portfolio0.34%
OEICXJPMorgan Equity Index Fund0.45%
ILGRXMacquarie Large Cap Growth Fund0.89%
IGRFXMacquarie Mid Cap Growth Fund0.68%
DCZRXMacquarie Small Cap Core Fund0.68%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
JAGKX500 Index Trust0.50%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
DVZRXMacquarie Small Cap Value Fund0.70%
CGWRXColumbia Cornerstone Growth Fund0.97%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
GTENXGateway Fund0.65%
TRRNXT. Rowe Price Retirement 2055 Fund0.64%
LMESXClearBridge Appreciation Fund0.56%
HAITXHARTFORD CORE EQUITY FUND0.36%
JGAQXJPMorgan Value Advantage Fund0.99%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
FTCSFirst Trust Capital Strength ETF0.52%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
JGAVXJPMorgan U.S. Value Fund0.94%
FUFRXFranklin Utilities Fund0.50%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
UANQXVictory Nasdaq-100 Index Fund0.43%
MXVIXEmpower S&P 500 Index Fund0.49%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
SUWAXDWS Core Equity Fund0.83%
ACILXHeritage Fund0.65%
SSSVXState Street Equity 500 Index Fund0.47%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
PLSAXLargeCap S&P 500 Index Fund0.39%
ASDEXSelect Fund0.55%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
VVIPXVoya VACS Index Series S Portfolio
FSMEXSelect Medical Technology and Devices Portfolio0.63%
CSJFXCohen & Steers Realty Shares0.80%
FFEFXNuveen Dividend Value Fund0.61%
TILGXNuveen Large Cap Growth Fund0.41%
ETTGXEaton Vance Tax-Managed Growth Fund 1.10.72%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
AQEAXColumbia Disciplined Core Fund0.94%
JAIZXManaged Volatility Growth Portfolio0.77%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
USAUXVictory Aggressive Growth Fund0.71%
HIAGXHARTFORD DISCIPLINED EQUITY HLS FUND0.59%
COAVXColumbia Overseas Value Fund0.82%
USGRXVictory Growth & Income Fund0.86%
VCSTXScience & Technology Fund0.91%
TRRLXT. Rowe Price Retirement 2060 Fund0.64%
MIEAXMM S&P 500 Index Fund0.89%
MPGFXMairs & Power Growth Fund0.62%
TAGHXTransamerica US Growth0.68%
QAAAJXT. Rowe Price Blue Chip Growth Portfolio0.75%

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