BROL vs RJCA
Baron Risk Optimized Large Cap ETF vs RJ ClariVest Capital Appreciation ETF
Which is better, BROL or RJCA?
BROL costs less.
BROL has a lower expense ratio. BROL is less concentrated, with 44.8% of the fund in its ten largest positions against 53.5%.
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 | BROL | RJCA |
|---|---|---|
| Expense Ratio | 0.45%Best | 0.61% |
| AUM | - | $607M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 129 | 72 |
| YTD Return | +5.85% | +6.47%Best |
| Top 10 Weight | 44.8%Best | 53.5% |
| Fund Family | Baron Funds | Carillon Family of Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 25, 2026 | Mar 21, 2006 |
Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BROL vs RJCA growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BROL vs RJCA Performance
Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds and RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds. Year to date, BROL is up 5.85% versus a gain of 6.47% for RJCA.
Past performance does not guarantee future results.
Fees and Cost Over Time
BROL charges 0.45% per year while RJCA charges 0.61%. On a $10,000 position that is $45 vs $61 annually, a gap of $16 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 0.00% for RJCA.
Holdings Overlap
50.5% of BROL's money is in holdings RJCA also owns. 54.1% of RJCA's money is in holdings BROL also owns.
The two portfolios partly overlap.
The two holdings books were reported 74 days apart, BROL as of Sep 12, 2026 and RJCA as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
17 positions in common, counted across the 65 positions we hold weights for in BROL and 71 in RJCA, against full books of 129 and 72.
What only one of them owns
Our book lists 54 positions for RJCA that do not appear in our book for BROL (45.9% of the fund), and 39 for BROL that do not appear in RJCA (38.0%).
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 BROL | Weight in RJCA | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.62% | 13.34% | 4.72% |
| AAPLApple, Inc | 6.92% | 8.64% | 1.72% |
| GOOGAlphabet Inc. C | 6.82% | 3.82% | 3.00% |
| AVGOBroadcom Inc | 2.87% | 5.57% | 2.70% |
| MSFTMicrosoft Corp | 1.71% | 6.18% | 4.47% |
| AMZNAmazon.Com Inc | 4.41% | 1.96% | 2.45% |
| LLYEli Lilly & Co. | 2.72% | 3.39% | 0.67% |
| COSTCostco Wholesale Corp. | 3.23% | 1.14% | 2.09% |
| TSLATesla Inc | 1.82% | 2.08% | 0.26% |
| VVisa Inc Class A | 1.91% | 1.78% | 0.13% |
54.1% of RJCA is already inside BROL.
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, BROL or RJCA?
BROL has an expense ratio of 0.45% while RJCA charges 0.61%. BROL is the cheaper option, by $16 a year on a $10,000 investment.
What is the holdings overlap between BROL and RJCA?
54.1% of RJCA's money is in holdings BROL also owns. 54.1% of RJCA's is in holdings BROL also owns. They hold 17 positions in common, counted across the 65 positions we hold weights for in BROL and 71 in RJCA.
Which pays a higher dividend, BROL or RJCA?
BROL yields 0.00% while RJCA yields 0.00%, so RJCA currently pays the higher dividend yield.
Is RJCA better than BROL?
BROL has a lower expense ratio. BROL is less concentrated, with 44.8% of the fund in its ten largest positions against 53.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.