BFRE vs VOO

BFRE vs VOO

Which is better, BFRE or VOO?

VOO costs less.

VOO has a lower expense ratio. BFRE is less concentrated, with 30.4% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOLess Concentrated: BFRE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBFREVOO
Expense Ratio0.50%0.03%Best
AUM$2M$997.4B
Dividend Yield0.95%1.04%
Holdings211509
Top 10 Weight30.4%Best37.6%
Fund FamilyWestwood FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionMar 27, 2025Sep 7, 2010

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

The two price series end 206 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BFRE has data through Feb 27, 2026 and VOO through Sep 21, 2026.

Fees and Cost Over Time

BFRE charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BFRE currently yields 0.95% against 1.04% for VOO.

Holdings Overlap

BFRE already in VOO72.0%
VOO already in BFRE58.5%

72.0% of BFRE's money is in holdings VOO also owns. 58.5% of VOO's money is in holdings BFRE also owns.

Most of BFRE is already inside VOO. Owning both mostly buys the same companies twice.

The two holdings books were reported 212 days apart, BFRE as of Dec 31, 2025 and VOO as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

118 positions in common, counted across the 202 positions we hold weights for in BFRE and 494 in VOO, against full books of 211 and 509.

What only one of them owns

Our book lists 369 positions for VOO that do not appear in our book for BFRE (40.6% of the fund), and 16 for BFRE that do not appear in VOO (5.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BFREWeight in VOODifference
NVDANvidia Corp4.49%7.55%3.06%
AAPLApple, Inc3.60%7.05%3.45%
MSFTMicrosoft Corp4.23%5.36%1.13%
AMZNAmazon.Com Inc3.86%4.13%0.27%
GOOGLAlphabet Inc,class A3.22%3.24%0.02%
AVGOBroadcom Inc2.51%2.86%0.35%
METAMeta Platforms Inc2.33%1.90%0.43%
GOOGAlphabet Inc1.41%2.62%1.21%
LLYEli Lilly & Co.1.85%1.41%0.44%
TSLATesla Inc1.79%1.36%0.43%

72.0% of BFRE is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BFREVOO

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Frequently Asked Questions

Which is cheaper, BFRE or VOO?

BFRE has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.

What is the holdings overlap between BFRE and VOO?

72.0% of BFRE's money is in holdings VOO also owns. 58.5% of VOO's is in holdings BFRE also owns. They hold 118 positions in common, counted across the 202 positions we hold weights for in BFRE and 494 in VOO.

Which pays a higher dividend, BFRE or VOO?

BFRE yields 0.95% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than BFRE?

VOO has a lower expense ratio. BFRE is less concentrated, with 30.4% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.