BROL vs THRO
Baron Risk Optimized Large Cap ETF vs iShares US Thematic Rotation Active ETF
Which is better, BROL or THRO?
BROL costs less.
BROL has a lower expense ratio. THRO is less concentrated, with 43.1% of the fund in its ten largest positions against 44.8%.
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 | THRO |
|---|---|---|
| Expense Ratio | 0.45%Best | 0.57% |
| AUM | - | $6.9B |
| Dividend Yield | 0.00% | 0.25% |
| Holdings | 129 | 251 |
| YTD Return | +5.85% | +15.75%Best |
| 1Y Return | - | +19.11% |
| 3Y Return (annualized) | - | +24.17% |
| Top 10 Weight | 44.8% | 43.1%Best |
| Fund Family | Baron Funds | BlackRock, Inc. (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 25, 2026 | Dec 14, 2021 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BROL vs THRO 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 THRO Performance
Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds and iShares US Thematic Rotation Active ETF (THRO) is an ETF from BlackRock, Inc. (US). Year to date, BROL is up 5.85% versus a gain of 15.75% for THRO.
Past performance does not guarantee future results.
Fees and Cost Over Time
BROL charges 0.45% per year while THRO charges 0.57%. On a $10,000 position that is $45 vs $57 annually, a gap of $12 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 0.25% for THRO.
Holdings Overlap
66.5% of BROL's money is in holdings THRO also owns. 49.9% of THRO's money is in holdings BROL also owns.
The two portfolios partly overlap.
32 positions in common, counted across the 65 positions we hold weights for in BROL and 247 in THRO, against full books of 129 and 251.
What only one of them owns
Our book lists 136 positions for THRO that do not appear in our book for BROL (49.0% of the fund), and 24 for BROL that do not appear in THRO (21.9%).
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 THRO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.62% | 8.15% | 0.47% |
| AAPLApple, Inc | 6.92% | 8.24% | 1.32% |
| AMZNAmazon.Com Inc | 4.41% | 4.70% | 0.29% |
| GOOGAlphabet Inc. C | 6.82% | 1.86% | 4.96% |
| MSFTMicrosoft Corp | 1.71% | 6.39% | 4.68% |
| AVGOBroadcom Inc | 2.87% | 2.35% | 0.52% |
| SPCXSpace Exploration Technologies | 3.77% | 0.67% | 3.10% |
| MUMicron Technology, Inc. | 2.15% | 2.26% | 0.11% |
| JPMJpmorgan Chase | 1.56% | 2.77% | 1.21% |
| JNJJohnson & Johnson - Common | 1.85% | 2.12% | 0.27% |
66.5% of BROL is already inside THRO.
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 THRO?
BROL has an expense ratio of 0.45% while THRO charges 0.57%. BROL is the cheaper option, by $12 a year on a $10,000 investment.
What is the holdings overlap between BROL and THRO?
66.5% of BROL's money is in holdings THRO also owns. 49.9% of THRO's is in holdings BROL also owns. They hold 32 positions in common, counted across the 65 positions we hold weights for in BROL and 247 in THRO.
Which pays a higher dividend, BROL or THRO?
BROL yields 0.00% while THRO yields 0.25%, so THRO currently pays the higher dividend yield.
Is THRO better than BROL?
BROL has a lower expense ratio. THRO is less concentrated, with 43.1% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.