BFRE vs VYM
Westwood LBRTY Global Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, BFRE or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.4%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $2M | $81.6B |
| Dividend Yield | 0.95% | 2.22% |
| Holdings | 211 | 613 |
| Top 10 Weight | 30.4% | 26.1%Best |
| Fund Family | Westwood Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 27, 2025 | Nov 10, 2006 |
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 VYM through Sep 21, 2026.
Fees and Cost Over Time
BFRE charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, BFRE currently yields 0.95% against 2.22% for VYM.
Holdings Overlap
22.3% of BFRE's money is in holdings VYM also owns. 34.5% of VYM's money is in holdings BFRE also owns.
The two portfolios partly overlap.
The two holdings books were reported 212 days apart, BFRE as of Dec 31, 2025 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
47 positions in common, counted across the 202 positions we hold weights for in BFRE and 557 in VYM, against full books of 211 and 613.
What only one of them owns
Our book lists 481 positions for VYM that do not appear in our book for BFRE (62.6% of the fund), and 87 for BFRE that do not appear in VYM (55.1%).
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 VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.51% | 7.35% | 4.84% |
| JPMJp Morgan Securities Llc | 1.00% | 3.82% | 2.82% |
| BACBank of America Corp.: Financials | 2.07% | 1.66% | 0.41% |
| GSGoldman Sachs Group Inc/The | 2.23% | 1.13% | 1.10% |
| JNJJohnson & Johnson - Common | 0.46% | 2.51% | 2.05% |
| UNHUnitedhealth Group Incorporated | 0.79% | 1.52% | 0.73% |
| PEPPepsico Inc. | 1.48% | 0.77% | 0.71% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.31% | 1.86% | 1.55% |
| ABBVAbbvie Inc. | 0.17% | 1.80% | 1.63% |
| MSMorgan Stanley | 0.67% | 0.96% | 0.29% |
34.5% of VYM is already inside BFRE.
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 VYM?
BFRE has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
What is the holdings overlap between BFRE and VYM?
34.5% of VYM's money is in holdings BFRE also owns. 34.5% of VYM's is in holdings BFRE also owns. They hold 47 positions in common, counted across the 202 positions we hold weights for in BFRE and 557 in VYM.
Which pays a higher dividend, BFRE or VYM?
BFRE yields 0.95% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BFRE?
VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.