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BRNY
+1.38 · +2.82%
$50.42 · NASDAQ

Burney U.S. Factor Rotation ETF (BRNY) ETF Analysis | Mid-Cap Blend

The Burney Company · USA
AUM:$524.6M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 35.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is BRNY?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BRNY delivered 35.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 48.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$524.6M
Expense Ratio0.79%
Dividend Yield0.39%
Holdings50
Inception DateOct 2022
Domicile–
Distribution–
Index–
ProviderThe Burney Company
Beta1.08
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.4%
1Y
+27.2%
3Y
+104.0%
5Y
+145.7%
OpenBook InsightIf you had invested £10,000 in BRNY 5 years ago, it would have grown to £24,568 — a gain of £14,568.

Annual Returns

Calendar year performance

BRNY delivered positive returns in 5 of the last 5 calendar years.
YearBRNY
2026 YTD+16.6%
2025+21.5%
2024+29.6%
2023+22.7%
2022+8.9%
CAGR 4yr+20.4%
5/5 positive yearsAvg return: +19.9%Worst year: +8.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.0%
Low
Momentum
+3.6%
30-day change
Support Level
58.09
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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