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BRNY vs IMCV

Burney U.S. Factor Rotation ETF

BRNYDNasdaq

iShares Morningstar Mid-Cap Value ETF

IMCVANasdaq

Overlap

Expense ratio

IMCV −0.73pt a year

BRNY0.79%IMCV0.06%

Avg volume · 30D

IMCV 2.0×the volume

BRNY19.8KIMCV38.9K

3Y return · a year

BRNY +4.4pt

BRNY+26.6%IMCV+22.2%

BRNY vs IMCV Performance

Oct 31, 2025 – Oct 30, 2026

+13.0%BRNY+27.0%IMCV

Oct 31, 2025 to Oct 30, 2026. BRNY +13.0%. IMCV +27.0%. Use the arrow keys to read each point.−5%0%5%20%Oct 2025Apr 2026Oct 2026
Expense ratio
BRNY 0.79%
IMCV 0.06%, better
Fund size
BRNY $594M
IMCV $1.27B
1Y total return
BRNY +13.0%
IMCV +27.0%, better
Yield (12M)
BRNY 0.18%
IMCV 1.84%, better
Holdings
BRNY 69
IMCV 271
Avg volume (30D)
BRNY 19.8K sh
IMCV 38.9K sh, better
NAV per share
BRNY $55.16
IMCV $99.16
52W range

ETF.net Grade

BRNY: Cost 1, Risk 41, Mission 64, Tradability 35, Holdings 32, Durability 30. IMCV: Cost 96, Risk 77, Mission 76, Tradability 69, Holdings 69, Durability 77.
Pillar letters and Scores for BRNY, IMCV, with each pillar’s weight
PillarBRNYIMCV
Cost30% weightF1A96Higher
Mission25% weightB64A76Higher
Risk15% weightC41A77Higher
Tradability15% weightD35B69Higher
Holdings10% weightD32B69Higher
Durability5% weightD30A77Higher

Rank among US Multifactor funds

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

Same Category. BRNY and IMCV are both graded against the same 99 US Multifactor funds, so their Grades compare head to head.

US Multifactor⁠

Category · 99 funds
See all 99 ›

IMCV ranks 4th and BRNY 91st of 99 funds in the US Multifactor Category.

  1. Rank 1AVONVVanguard Russell 1000 Value ETFScore 85
  2. Rank 2AILCViShares Morningstar Value ETFScore 81
  3. Rank 2AVYMVanguard High Dividend Yield ETFScore 81
  4. Rank 4AIMCViShares Morningstar Mid-Cap Value ETFScore 80
  5. Rank 5ADCORU.S. Core Equity 1 Portfolio ETF Class SharesScore 79
  6. Rank 90DSHRYFirst Trust Bloomberg Shareholder Yield ETFScore 33
  7. Rank 91DBRNYBurney U.S. Factor Rotation ETFScore 32
  8. Rank 91DDVOLFirst Trust Dorsey Wright Momentum & Low Volatility ETFScore 32

BRNY vs IMCV 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.

BRNY vs IMCV Cost

Overpaying BRNY vs IMCV

$13,904

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

  • BRNY 0.79%

    $15,174

  • IMCV 0.06%

    $1,270

$10,000
30 years

Cost over time

  • BRNY 0.79%
  • IMCV 0.06%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530BRNY $15,174IMCV $1,270

Year by year

YearBRNYIMCVOverpaying
10$1,405$110$1,295
20$5,331$432$4,899
30$15,174$1,270$13,904

Expense ratio

  • 0.79%BRNY
  • 0.06%IMCV, cheaper
  • Middle half of US Multifactor funds
  • Median 0.29%

IMCV 4th cheapest of 99 funds

BRNY 98th cheapest of 99 funds

BRNY vs IMCV Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
BRNY 0.18%
IMCV 1.84%, better
Payout (12M)
BRNY $0.10
IMCV $1.83
Last payment
BRNY $0.05
IMCV $0.52
Ex-dividend
BRNY Mar 30, 2026
IMCV Sep 15, 2026
Paid on
BRNY Mar 31, 2026
IMCV Sep 18, 2026
Frequency
BRNY Quarterly
IMCV Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

BRNYQuarterly · 14 paymentsAll BRNY payments⁠
One bar per payment. 14 payments from 2017 to 2026 YTD. Dec 29, 2022 $0.06; Mar 29, 2023 $0.08; Jun 28, 2023 $0.06; Sep 27, 2023 $0.03; Dec 20, 2023 $0.06; Mar 13, 2024 $0.01; Jun 20, 2024 $0.07; Sep 12, 2024 $0.0064; Dec 30, 2024 $0.0051; Mar 13, 2025 $0.01; Jun 13, 2025 $0.07; Sep 12, 2025 $0.02; Dec 23, 2025 $0.05; Mar 30, 2026 $0.05. Use the arrow keys to read each point.$0$0.502017202020232026YTD
IMCVQuarterly · 39 paymentsAll IMCV payments⁠
One bar per payment. 39 payments from 2017 to 2026 YTD. Mar 24, 2017 $0.22; Jun 27, 2017 $0.24; Sep 26, 2017 $0.26; Dec 19, 2017 $0.27; Mar 22, 2018 $0.27; Jun 26, 2018 $0.27; Sep 26, 2018 $0.31; Dec 17, 2018 $0.35; Mar 20, 2019 $0.30; Jun 17, 2019 $0.33; Sep 24, 2019 $0.34; Dec 16, 2019 $0.41; Mar 25, 2020 $0.49; Jun 15, 2020 $0.27; Sep 23, 2020 $0.33; Dec 14, 2020 $0.27; Mar 25, 2021 $0.31; Jun 10, 2021 $0.24; Sep 24, 2021 $0.36; Dec 13, 2021 $0.36; Mar 24, 2022 $0.33; Jun 9, 2022 $0.27; Sep 26, 2022 $0.42; Dec 13, 2022 $0.44; Mar 23, 2023 $0.37; Jun 7, 2023 $0.28; Sep 26, 2023 $0.44; Dec 20, 2023 $0.47; Mar 21, 2024 $0.33; Jun 11, 2024 $0.37; Sep 25, 2024 $0.55; Dec 17, 2024 $0.52; Mar 18, 2025 $0.44; Jun 16, 2025 $0.44; Sep 16, 2025 $0.42; Dec 16, 2025 $0.54; Mar 17, 2026 $0.35; Jun 15, 2026 $0.42; Sep 15, 2026 $0.52. Use the arrow keys to read each point.$0$0.502017202020232026YTD

BRNY vs IMCV Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
BRNY 14.4%IMCV 13.6%, better
Return per unit of riskSharpe ratio, 3 years
BRNY 1.42, betterIMCV 1.22
Worst fallMax drawdown, 5 years
BRNY −19.1%since Oct 2022IMCV −19.9%
Market sensitivityBeta, 5 years
BRNY 1.04IMCV 0.88

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