BRNY vs. IWP ETF Comparison
Comparison of Burney U.S. Factor Rotation ETF (BRNY) to iShares Russell Midcap Growth ETF (IWP)
BRNY
Burney U.S. Factor Rotation ETF
BRNY Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks long term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock. The fund will invest its assets in common stocks of large, mid, and small-capitalization companies.
Grade (RS Rating)
Last Trade
$42.96
Average Daily Volume
10,353
Number of Holdings
*
78
* may have additional holdings in another (foreign) market
IWP
iShares Russell Midcap Growth ETF
IWP Description
The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$134.36
Average Daily Volume
1,023,862
Number of Holdings
*
286
* may have additional holdings in another (foreign) market
Performance
| Period | BRNY | IWP |
|---|---|---|
| 30 Days | 7.37% | 12.16% |
| 60 Days | 9.01% | 14.69% |
| 90 Days | 10.60% | 17.57% |
| 12 Months | 43.45% | 40.60% |
24 Overlapping Holdings
| Symbol | Grade | Weight in BRNY | Weight in IWP | Overlap | |
|---|---|---|---|---|---|
| ALL | A | 0.5% | 0.26% | 0.26% | |
| ALNY | D | 0.4% | 0.86% | 0.4% | |
| APP | B | 1.95% | 2.49% | 1.95% | |
| BURL | A | 0.51% | 0.56% | 0.51% | |
| COR | B | 4.56% | 1.3% | 1.3% | |
| DOCS | C | 0.93% | 0.01% | 0.01% | |
| DOCU | A | 0.53% | 0.52% | 0.52% | |
| EME | C | 1.12% | 0.3% | 0.3% | |
| EXEL | B | 2.59% | 0.27% | 0.27% | |
| EXP | A | 0.49% | 0.25% | 0.25% | |
| GWRE | A | 0.49% | 0.23% | 0.23% | |
| HWM | A | 0.87% | 0.09% | 0.09% | |
| INCY | C | 0.53% | 0.02% | 0.02% | |
| LII | A | 0.48% | 0.64% | 0.48% | |
| LOPE | B | 0.29% | 0.05% | 0.05% | |
| NTAP | C | 0.48% | 0.35% | 0.35% | |
| PLTR | B | 0.89% | 4.32% | 0.89% | |
| ROST | C | 0.26% | 0.35% | 0.26% | |
| SN | D | 0.42% | 0.04% | 0.04% | |
| SPG | B | 0.55% | 0.49% | 0.49% | |
| TRGP | B | 0.59% | 1.4% | 0.59% | |
| TSCO | D | 0.25% | 0.97% | 0.25% | |
| TXRH | C | 4.9% | 0.43% | 0.43% | |
| WING | D | 0.5% | 0.3% | 0.3% |
BRNY Overweight 54 Positions Relative to IWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| FTNT | C | 5.76% | |
| NVDA | C | 5.18% | |
| META | D | 4.87% | |
| AAPL | C | 4.6% | |
| TOL | B | 4.33% | |
| TT | A | 4.01% | |
| WAB | B | 3.9% | |
| PGR | A | 3.75% | |
| PANW | C | 3.2% | |
| GOOGL | C | 2.87% | |
| MCO | B | 2.64% | |
| G | B | 2.02% | |
| NFLX | A | 1.92% | |
| BRBR | A | 1.83% | |
| QCOM | F | 1.61% | |
| ANET | C | 1.44% | |
| APH | A | 1.29% | |
| COLL | F | 1.27% | |
| UGI | A | 1.15% | |
| VERX | B | 1.02% | |
| EA | A | 0.8% | |
| SFM | A | 0.75% | |
| CORT | B | 0.68% | |
| YOU | D | 0.59% | |
| ALSN | B | 0.56% | |
| MS | A | 0.54% | |
| SYF | B | 0.54% | |
| KMI | A | 0.53% | |
| WFC | A | 0.53% | |
| CBOE | B | 0.52% | |
| JPM | A | 0.51% | |
| EBAY | D | 0.5% | |
| BK | A | 0.49% | |
| PRG | C | 0.49% | |
| AER | B | 0.48% | |
| GRBK | D | 0.47% | |
| VRTX | F | 0.47% | |
| UTHR | C | 0.46% | |
| LIN | D | 0.46% | |
| VICI | C | 0.46% | |
| TGTX | B | 0.45% | |
| AVGO | D | 0.45% | |
| PHM | D | 0.42% | |
| CACI | D | 0.42% | |
| ETN | A | 0.39% | |
| AMAT | F | 0.39% | |
| TPH | D | 0.37% | |
| JAMF | F | 0.36% | |
| MMC | B | 0.36% | |
| CNC | D | 0.34% | |
| ACGL | D | 0.24% | |
| DFIN | D | 0.23% | |
| NVT | B | 0.22% | |
| KLAC | D | 0.2% |
BRNY Underweight 262 Positions Relative to IWP
| Symbol | Grade | Weight | |
|---|---|---|---|
| TTD | B | -1.7% | |
| AMP | A | -1.68% | |
| COIN | C | -1.65% | |
| VST | B | -1.6% | |
| FICO | B | -1.48% | |
| GWW | B | -1.45% | |
| AXON | A | -1.41% | |
| VRT | B | -1.41% | |
| ODFL | B | -1.38% | |
| VRSK | A | -1.3% | |
| IT | C | -1.29% | |
| FAST | B | -1.29% | |
| DDOG | A | -1.23% | |
| IDXX | F | -1.13% | |
| HUBS | A | -1.08% | |
| VEEV | C | -1.03% | |
| HLT | A | -1.02% | |
| ARES | A | -1.0% | |
| DXCM | D | -0.99% | |
| CPNG | D | -0.93% | |
| MPWR | F | -0.88% | |
| NET | B | -0.88% | |
| DECK | A | -0.87% | |
| HES | B | -0.86% | |
| MSCI | C | -0.86% | |
| RBLX | C | -0.85% | |
| GDDY | A | -0.84% | |
| TPL | A | -0.83% | |
| CPAY | A | -0.81% | |
| LNG | B | -0.81% | |
| BR | A | -0.8% | |
| SYY | B | -0.76% | |
| LPLA | A | -0.76% | |
| EXPE | B | -0.75% | |
| TYL | B | -0.7% | |
| CLX | B | -0.68% | |
| LYV | A | -0.67% | |
| SQ | B | -0.64% | |
| MDB | C | -0.64% | |
| RCL | A | -0.62% | |
| IRM | D | -0.62% | |
| BAH | F | -0.62% | |
| ZS | C | -0.6% | |
| TOST | B | -0.59% | |
| DKNG | B | -0.59% | |
| PODD | C | -0.59% | |
| CAH | B | -0.56% | |
| XPO | B | -0.55% | |
| LVS | C | -0.55% | |
| HEI | B | -0.55% | |
| PINS | D | -0.55% | |
| PAYX | C | -0.54% | |
| NTRA | B | -0.54% | |
| MANH | D | -0.54% | |
| FIX | A | -0.51% | |
| DT | C | -0.5% | |
| ULTA | F | -0.49% | |
| TER | D | -0.48% | |
| ENTG | D | -0.48% | |
| PWR | A | -0.47% | |
| YUM | B | -0.47% | |
| PTC | A | -0.45% | |
| WST | C | -0.45% | |
| ROL | B | -0.45% | |
| POOL | C | -0.44% | |
| URI | B | -0.44% | |
| WAT | B | -0.42% | |
| PSTG | D | -0.42% | |
| EQH | B | -0.41% | |
| HEI | B | -0.39% | |
| CDW | F | -0.39% | |
| BRO | B | -0.38% | |
| NBIX | C | -0.38% | |
| DUOL | A | -0.37% | |
| NCLH | B | -0.37% | |
| OWL | A | -0.37% | |
| VLTO | D | -0.37% | |
| CAVA | B | -0.35% | |
| MOH | F | -0.35% | |
| DRI | B | -0.34% | |
| KNSL | B | -0.33% | |
| CHDN | B | -0.32% | |
| MUSA | A | -0.32% | |
| ALGN | D | -0.32% | |
| WSM | B | -0.32% | |
| SRPT | D | -0.31% | |
| VMC | B | -0.31% | |
| TPX | B | -0.3% | |
| CVNA | B | -0.3% | |
| AAON | B | -0.3% | |
| SMCI | F | -0.3% | |
| RMD | C | -0.3% | |
| PEN | B | -0.29% | |
| MORN | B | -0.29% | |
| ITCI | C | -0.28% | |
| PCTY | B | -0.28% | |
| HPQ | B | -0.28% | |
| LNW | D | -0.27% | |
| NRG | B | -0.26% | |
| ENPH | F | -0.26% | |
| MEDP | D | -0.26% | |
| SAIA | B | -0.26% | |
| DVA | B | -0.26% | |
| HAS | D | -0.25% | |
| RYAN | B | -0.24% | |
| PCOR | B | -0.24% | |
| TREX | C | -0.24% | |
| SMAR | A | -0.24% | |
| ESTC | C | -0.23% | |
| PAYC | B | -0.23% | |
| GTLB | B | -0.23% | |
| CFLT | B | -0.22% | |
| GLOB | B | -0.21% | |
| ELF | C | -0.21% | |
| FDS | B | -0.21% | |
| BSY | D | -0.21% | |
| AVY | D | -0.2% | |
| FWONK | B | -0.2% | |
| EFX | F | -0.2% | |
| LSCC | D | -0.19% | |
| WFRD | D | -0.19% | |
| TW | A | -0.19% | |
| FOUR | B | -0.19% | |
| VVV | F | -0.18% | |
| MTN | C | -0.18% | |
| LAZ | B | -0.18% | |
| INSP | D | -0.17% | |
| MKL | A | -0.17% | |
| VKTX | F | -0.17% | |
| APPF | B | -0.17% | |
| DPZ | C | -0.17% | |
| OKTA | C | -0.17% | |
| GNRC | B | -0.17% | |
| CNM | D | -0.17% | |
| NTNX | A | -0.16% | |
| IONS | F | -0.16% | |
| LPX | B | -0.16% | |
| PLNT | A | -0.15% | |
| LYFT | C | -0.15% | |
| CELH | F | -0.15% | |
| AZEK | A | -0.15% | |
| PATH | C | -0.15% | |
| ZBRA | B | -0.14% | |
| AJG | B | -0.14% | |
| JLL | D | -0.13% | |
| OLED | D | -0.13% | |
| PEGA | A | -0.13% | |
| RPM | A | -0.13% | |
| IQV | D | -0.13% | |
| FND | C | -0.13% | |
| RARE | D | -0.13% | |
| BRKR | D | -0.12% | |
| EXAS | D | -0.12% | |
| MASI | A | -0.12% | |
| JEF | A | -0.12% | |
| HCP | B | -0.12% | |
| FIVE | F | -0.12% | |
| ETSY | D | -0.12% | |
| TWLO | A | -0.11% | |
| MSTR | C | -0.11% | |
| HSY | F | -0.11% | |
| CHH | A | -0.11% | |
| GEHC | F | -0.11% | |
| WMS | D | -0.11% | |
| LW | C | -0.11% | |
| RNG | B | -0.1% | |
| ROK | B | -0.1% | |
| LECO | B | -0.1% | |
| EG | C | -0.09% | |
| UHAL | D | -0.09% | |
| FERG | B | -0.09% | |
| APLS | D | -0.09% | |
| CSL | C | -0.09% | |
| LAMR | D | -0.09% | |
| EXPD | D | -0.09% | |
| FIVN | C | -0.09% | |
| TDC | D | -0.09% | |
| U | C | -0.08% | |
| SITE | D | -0.08% | |
| BWXT | B | -0.08% | |
| TTEK | F | -0.08% | |
| LBRDK | C | -0.08% | |
| CASY | A | -0.08% | |
| ONTO | D | -0.07% | |
| MLM | B | -0.07% | |
| BROS | B | -0.07% | |
| NCNO | B | -0.07% | |
| CE | F | -0.07% | |
| PR | B | -0.07% | |
| BILL | A | -0.07% | |
| CACC | D | -0.07% | |
| FRPT | B | -0.07% | |
| AWI | A | -0.07% | |
| SOFI | A | -0.07% | |
| CLF | F | -0.06% | |
| PFGC | B | -0.06% | |
| WSC | D | -0.06% | |
| BLDR | D | -0.06% | |
| AM | A | -0.06% | |
| DBX | B | -0.06% | |
| NXST | C | -0.06% | |
| CIVI | D | -0.05% | |
| VNOM | A | -0.05% | |
| WEN | D | -0.05% | |
| DV | C | -0.05% | |
| EQT | B | -0.05% | |
| HRB | D | -0.05% | |
| S | B | -0.04% | |
| JBL | B | -0.04% | |
| DAY | B | -0.04% | |
| TKO | B | -0.04% | |
| ROKU | D | -0.04% | |
| TPG | A | -0.04% | |
| ALLY | C | -0.04% | |
| LOAR | A | -0.03% | |
| EPAM | C | -0.03% | |
| CHE | D | -0.03% | |
| KMX | B | -0.03% | |
| HLI | B | -0.03% | |
| BLD | D | -0.03% | |
| BFAM | D | -0.03% | |
| RH | B | -0.03% | |
| TXG | F | -0.03% | |
| H | B | -0.03% | |
| YETI | C | -0.03% | |
| VRSN | F | -0.03% | |
| RGEN | D | -0.03% | |
| DKS | C | -0.03% | |
| DJT | C | -0.03% | |
| CROX | D | -0.03% | |
| TRU | D | -0.03% | |
| SPR | D | -0.02% | |
| MTDR | B | -0.02% | |
| SAM | C | -0.02% | |
| UI | A | -0.02% | |
| FWONA | B | -0.02% | |
| WH | B | -0.02% | |
| CAR | C | -0.02% | |
| KBR | F | -0.02% | |
| AAL | B | -0.02% | |
| WYNN | D | -0.02% | |
| SKX | D | -0.02% | |
| BPOP | B | -0.02% | |
| WEX | D | -0.02% | |
| SSD | D | -0.02% | |
| FTRE | D | -0.01% | |
| PPC | C | -0.01% | |
| CC | C | -0.01% | |
| UHAL | D | -0.01% | |
| SEE | C | -0.01% | |
| NFE | D | -0.01% | |
| IRDM | D | -0.01% | |
| MSGS | A | -0.01% | |
| LBRDA | C | -0.01% | |
| CGNX | C | -0.01% | |
| UWMC | D | -0.01% | |
| MKSI | C | -0.01% | |
| WU | D | -0.01% | |
| RLI | B | -0.01% | |
| ALAB | B | -0.0% | |
| TRIP | F | -0.0% | |
| PYCR | C | -0.0% |
BRNY: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Capital Markets
Residential Construction
Semiconductors
Specialty Industrial Machinery
Banks - Global
Electronic Components
Insurance - Property & Casualty
Internet Content & Information
Oil & Gas Midstream
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Specialty Retail
Airports & Air Services
Apparel Stores
Asset Management
Auto Parts
Building Materials
IWP: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Biotechnology
Business Services
Building Materials
Specialty Retail
Diagnostics & Research
Restaurants
Leisure
Capital Markets
Aerospace & Defense
Asset Management
Engineering & Construction
Industrial Distribution
Oil & Gas E&P
Semiconductor Equipment & Materials
Diversified Industrials
Information Technology Services
Insurance - Property & Casualty
Lodging
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