BRIF vs GUSE

BRIFCFIS Bright Portfolios Focused Equity ETF

GUSEAGoldman Sachs Enhanced U.S. Equity ETF

In short

BRIF A biblically screened take on active US large caps: Bright Portfolios scores companies on values first, then on growth-at-a-reasonable-price fundamentals, and holds a focused slate of names instead of the whole index.

GUSE Goldman's fundamental stock pickers hunting long-term growth in US companies, for 0.30% a year. The strategy dates to 2008 and charges well under the typical active US growth fund.

Stated mandate

BRIF The Fund seeks long-term capital appreciation. It is actively managed and invests primarily in U.S. large-cap equities through a proprietary process combining quantitative screening with fundamental, qualitative, valuation, and technical analysis.

GUSE The Fund seeks long-term growth of capital by investing in companies that the Investment Adviser believes are positioned for long-term growth.

Why people hold it

• BRIF The faith screen is the point, not a label: the sub-adviser's proprietary Bright Score process avoids activities it deems contrary to Christian values, then ranks what survives.prnewswire.com
• Genuinely active: a quantitative screen feeds fundamental, qualitative, valuation and technical review of US large caps, with a stated growth-at-a-reasonable-price (GARP) discipline.
• Not a one-off: Faith Investor Services runs a lineup of stock and bond ETFs built on the same values screening, with Bright Portfolios sub-advising this one.nasdaq.com

• GUSE Charges 0.30% a year, against a 0.54% median for its active US growth cohort. Cheap, for stock picking.
• Actively run with no index to shadow. Managers hold companies they judge positioned for long-term growth, so the portfolio can look different from a large-cap benchmark.
• Inception dates to 2008, so the strategy has run through multiple market cycles, not one long rally.
• One of the stronger implementations in a crowded field of active US growth funds.

Worth knowing

• BRIF 0.66% a year, above the typical fee in its active large-cap category, and no waiver trims it. Top-scoring peers JUSA and FELG charge 0.18%.
• A small fund that trades lightly, so spreads can run wider than a mega-cap index ETF's.
• Launched December 2024, so the record is short, and distributions land annually or semiannually rather than monthly.

• GUSE Trades thinly next to the category's heavyweights. Spreads can be wider, which bites most on large or hurried orders.
• Two peers in the same top tier undercut it on fee: JUSA at 0.12% and FELG at 0.18%. Price is not where this one stands out.
• Distributions land once or twice a year, not monthly. Growth of capital is the stated goal, not an income stream.

Full BRIF profile⁠

Full GUSE profile⁠