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BRES vs TACU

Burney U.S. Equity Select ETF

BRESDNasdaq

T. Rowe Price Active Core U.S. Equity ETF

TACUANYSE Arca

Overlap

Expense ratio

TACU −0.79pt a year

BRES0.79%TACU0.00%

Avg volume · 30D

BRES 3.1×the volume

BRES12.9KTACU4.15K

BRES vs TACU Performance

Jul 31, 2026 – Oct 30, 2026

−5.2%BRES+1.2%TACU

Jul 31, 2026 to Oct 30, 2026. BRES −5.2%. TACU +1.2%. Use the arrow keys to read each point.−4%−2%0%4%Jul 2026Sep 2026Oct 2026
Expense ratio
BRES 0.79%
TACU 0.00%, better
Fund size
BRES $642M
TACU $17M
Holdings
BRES 68
TACU 411
Avg volume (30D)
BRES 12.9K sh, better
TACU 4.15K sh
NAV per share
BRES $25.40
TACU $27.68
52W range

ETF.net Grade

BRES: Cost 31, Risk 38, Mission not scored, Tradability 42, Holdings 59, Durability 60. TACU: Cost 99, Risk 69, Mission 81, Tradability 49, Holdings 83, Durability 43.
Pillar letters and Scores for BRES, TACU, with each pillar’s weight
PillarBRESTACU
Cost30% weightD31A99Higher
Mission25% weightNot scoredA81
Risk15% weightD38B69Higher
Tradability15% weightC42C49Higher
Holdings10% weightB59A83Higher
Durability5% weightB60HigherC43

Rank among US Active Equity funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. BRES and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.

US Active Equity⁠

Category · 121 funds
See all 121 ›

TACU ranks 9th and BRES 81st of 121 funds in the US Active Equity Category.

  1. Rank 8AAPUEActivePassive U.S. Equity ETFScore 78
  2. Rank 9ATACUT. Rowe Price Active Core U.S. Equity ETFScore 77
  3. Rank 10APQUSPictet AI Enhanced US Equity ETFScore 76
  4. Rank 80CPRMRPeakShares RMR Prime Equity ETFScore 41
  5. Rank 81DBRESBurney U.S. Equity Select ETFScore 40
  6. Rank 81CCVARCultivar ETFScore 40

Our read on each fund

ETF.net Research

BRESDBurney U.S. Equity Select ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

BRES Burney has rated stocks on growth, value, profitability, quality and momentum since 1974. BRES puts that model in a plain core U.S. equity wrapper, with one odd twist: a digital-footprint signal built to flag revenue surprises early.

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

BRES The Fund seeks capital appreciation.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

  • BRES The engine is old. Jack Burney built the stock-rating model in 1974, scoring growth, value, profitability, quality and momentum, and shifting emphasis as conditions change.burneyetfs.com
  • The overlay is new: a digital-footprint signal reads a company's online activity to anticipate revenue surprises before they land in reported earnings.burneyetfs.com
  • Legible mandate. Active picks from U.S.-listed common stocks of any market cap, plus equity ETFs, aimed at capital appreciation. No derivatives to decode.etfarchitect.com
  • TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
  • Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
  • Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

  • BRES Fees run above the pack: 0.79% a year versus a 0.65% median for active U.S. equity funds, while peers like DFAU (0.12%) and AVLC (0.15%) charge a fraction.
  • Trading is thin for a U.S. stock fund, so bid-ask spreads can run wider than the household names. Check the spread before you place an order.
  • Launched in 2025, so its own live record is short. The model's longer run sits in Burney's separate accounts and its first ETF, BRNY, which dates to 2022.prnewswire.com
  • TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
  • Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
  • Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full BRES profile⁠

Full TACU profile⁠

BRES vs TACU Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

BRES vs TACU Cost

Overpaying BRES vs TACU

$15,174

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • BRES 0.79%

    $15,174

  • TACU 0.00%

    $0

$10,000
30 years

Cost over time

  • BRES 0.79%
  • TACU 0.00%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530BRES $15,174TACU $0

Year by year

YearBRESTACUOverpaying
10$1,405$0$1,405
20$5,331$0$5,331
30$15,174$0$15,174

Expense ratio

  • 0.79%BRES
  • 0.00%TACU, cheaper
  • Middle half of US Active Equity funds
  • Median 0.68%

TACU cheapest of 121 funds

BRES 82nd cheapest of 121 funds

BRES vs TACU Dividends

Last 12 months to Oct 30, 2026
Payout (12M)
BRES No data
TACU None
Last payment
BRES $0.04
TACU No data
Ex-dividend
BRES Mar 30, 2026
TACU No data
Paid on
BRES Mar 31, 2026
TACU No data
Frequency
BRES Irregular
TACU No data

Distribution history

Per share, 2026, same scale for both

BRESIrregular · 1 paymentAll BRES payments⁠
One bar per payment. 1 payment in 2026 YTD. Mar 30, 2026 $0.04. Use the arrow keys to read each point.$0$0.052026YTD
TACUAll TACU payments⁠

No distribution history available.

BRES vs TACU Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
BRES 0.88TACU 0.96

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