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ETFs

EA Series Trust Burney U.S. Factor Rotation ETF

BRNY
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Oct 13 2022
Expense Ratio
0.79%
Type
US Equities
Fund Owner
Burney Investment
Volume (1m avg. daily)
$43,894
AUM
$173,437,503
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

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ANET
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JPM
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Invest with BRNY

What is BRNY?

The Burney U.S. Factor Rotation ETF aims to take advantage of these size and style market phases by leaning into the phase we anticipate to be in favor. While Burney believes the size and style phase of the market is the dominant variable impacting stock market returns, stock selection is also an important piece of the investment strategy. Burney uses its long-time quantitative stock selection modeling process that looks at factors such as Growth, Value, Profitability, Momentum, and Quality to rate individual stocks with an alternative dataset using a company's digital footprint and analyst expectations to inform stock selection.

ETFs related toBRNY

ETFs correlated to BRNY include DFAC, JHML, TILT

BRNY
EA Series Trust - Burney U.S. Factor Rotation ETF
DFAC
Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
JHML
John Hancock Investment Management LLC - John Hancock Multifactor Large Cap ETF
TILT
FlexShares Trust - FlexShares Morningstar US Market Factors Tilt Index Fund
AVSU
American Century ETF Trust - Avantis Responsible U.S. Equity ETF
AVUS
American Century ETF Trust - Avantis U.S. Equity ETF
FEX
First Trust Exchange-Traded Fund III - First Trust Large Cap Core AlphaDEX Fund
JVAL
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
IWR
BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap ETF
IMCB
BlackRock Institutional Trust Company N.A. - iShares Morningstar Mid-Cap ETF
SIZE
BlackRock Institutional Trust Company N.A. - iShares MSCI USA Size Factor ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toBRNY

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#GLOBE

Follow the Global Trend

Category

Momentum, Lever Up, Go Global, Diversification

Risk Rating

Moderate

Create your own algorithmic trading strategy with BRNY using Composer

FAQ

BRNY is a US Equities ETF. The Burney U.S. Factor Rotation ETF aims to take advantage of these size and style market phases by leaning into the phase we anticipate to be in favor. While Burney believes the size and style phase of the market is the dominant variable impacting stock market returns, stock selection is also an important piece of the investment strategy. Burney uses its long-time quantitative stock selection modeling process that looks at factors such as Growth, Value, Profitability, Momentum, and Quality to rate individual stocks with an alternative dataset using a company's digital footprint and analyst expectations to inform stock selection.

Yes, BRNY is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, BRNY is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on BRNY is 0.0045%. This is the percent change in the value of BRNY over the most recent 1-month period. The 3-month return on BRNY is 0.0248%. This is the percent change in the value of BRNY over the most recent 3-month period.

ETFs similar to BRNY include SPHQ, DSI, and QUAL.

ETFs correlated to BRNY include DFAC, JHML, and TILT.

ETFs that are inversely correlated to BRNY include SH, SDS, and SPXS.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.