BFRE vs VTI
Westwood LBRTY Global Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, BFRE or VTI?
VTI costs less.
VTI has a lower expense ratio. BFRE is less concentrated, with 30.4% of the fund in its ten largest positions against 33.3%.
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
| Metric | BFRE | VTI |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $2M | $666.9B |
| Dividend Yield | 0.95% | 1.03% |
| Holdings | 211 | 3,543 |
| Top 10 Weight | 30.4%Best | 33.3% |
| Fund Family | Westwood Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 27, 2025 | May 24, 2001 |
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 VTI through Sep 21, 2026.
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 1.03% for VTI.
Holdings Overlap
74.5% of BFRE's money is in holdings VTI also owns. 52.3% of VTI's money is in holdings BFRE also owns.
Most of BFRE is already inside VTI. Owning both mostly buys the same companies twice.
The two holdings books were reported 212 days apart, BFRE as of Dec 31, 2025 and VTI as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
132 positions in common, counted across the 202 positions we hold weights for in BFRE and 3,463 in VTI, against full books of 211 and 3,543.
What only one of them owns
Our book lists 1,020 positions for VTI that do not appear in our book for BFRE (45.2% of the fund), and 4 for BFRE that do not appear in VTI (3.2%).
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
| Stock | Weight in BFRE | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 4.49% | 6.40% | 1.91% |
| AAPLApple, Inc | 3.60% | 6.29% | 2.69% |
| MSFTMicrosoft Corp | 4.23% | 4.79% | 0.56% |
| AMZNAmazon.Com Inc | 3.86% | 3.65% | 0.21% |
| GOOGLAlphabet Inc,class A | 3.22% | 2.90% | 0.32% |
| AVGOBroadcom Inc | 2.51% | 2.56% | 0.05% |
| METAMeta Platforms Inc | 2.33% | 1.70% | 0.63% |
| GOOGAlphabet Inc | 1.41% | 2.31% | 0.90% |
| LLYEli Lilly & Co. | 1.85% | 1.35% | 0.50% |
| TSLATesla Inc | 1.79% | 1.22% | 0.57% |
74.5% of BFRE is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $47 a year on a $10,000 investment.
What is the holdings overlap between BFRE and VTI?
74.5% of BFRE's money is in holdings VTI also owns. 52.3% of VTI's is in holdings BFRE also owns. They hold 132 positions in common, counted across the 202 positions we hold weights for in BFRE and 3,463 in VTI.
Which pays a higher dividend, BFRE or VTI?
BFRE yields 0.95% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than BFRE?
VTI has a lower expense ratio. BFRE is less concentrated, with 30.4% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.