BFRE vs VTI
Westwood LBRTY Global Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BFRE delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | BFRE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $2M | $666.9B | |
| Dividend Yield | 0.95% | 1.07% | |
| Holdings | 211 | 3,543 | |
| YTD Return | +2.25% | +13.12% | |
| 1Y Return | +23.61% | +21.07% | |
| 3Y Return (annualized) | - | +20.54% | |
| 5Y Return (annualized) | - | +11.71% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -12.2% | -56.6% | |
| Fund Family | Westwood Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2025 | May 24, 2001 |
BFRE vs VTI Performance
Westwood LBRTY Global Equity ETF (BFRE) is a ETF from Westwood Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BFRE returned +23.61% while VTI returned +21.07%. Year to date, BFRE is up 2.25% versus a gain of 13.12% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.2% for BFRE and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BFRE charges 0.50% per year while VTI 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 1.07% for VTI.
Holdings Overlap
BFRE and VTI share 128 holdings out of 2861 unique holdings combined, representing a 42.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BFRE or VTI?
BFRE has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, BFRE or VTI?
Over the past year BFRE returned +23.61% vs +21.07% for VTI, so BFRE leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BFRE and VTI?
BFRE and VTI share 128 common holdings with a 42.6% weight overlap. Combined, they hold 2861 unique securities.
Which pays a higher dividend, BFRE or VTI?
BFRE yields 0.95% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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