BFRE vs VYM
Westwood LBRTY Global Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BFRE delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | BFRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | $2M | $81.6B | |
| Dividend Yield | 0.95% | 2.24% | |
| Holdings | 211 | 613 | |
| YTD Return | +2.25% | +14.57% | |
| 1Y Return | +23.61% | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -12.2% | -58.8% | |
| Fund Family | Westwood Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2025 | Nov 10, 2006 |
BFRE vs VYM Performance
Westwood LBRTY Global Equity ETF (BFRE) is a ETF from Westwood Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BFRE returned +23.61% while VYM returned +21.08%. Year to date, BFRE is up 2.25% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.2% for BFRE and -58.8% for VYM. 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 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 2.24% for VYM.
Holdings Overlap
BFRE and VYM share 49 holdings out of 756 unique holdings combined, representing a 16.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $46 per year of difference.
Which performed better, BFRE or VYM?
Over the past year BFRE returned +23.61% vs +21.08% for VYM, so BFRE leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between BFRE and VYM?
BFRE and VYM share 49 common holdings with a 16.4% weight overlap. Combined, they hold 756 unique securities.
Which pays a higher dividend, BFRE or VYM?
BFRE yields 0.95% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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