BROL vs VYM

BROL vs VYM

Which is better, BROL or VYM?

Large Cap Growth 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 44.4%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricBROLVYM
Expense Ratio0.45%0.04%Best
AUM-$81.6B
Dividend Yield0.00%2.22%
Holdings65613
YTD Return+3.28%+11.35%Best
1Y Return-+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Top 10 Weight44.4%26.1%Best
Fund FamilyBaron FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMay 25, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BROL vs VYM 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 VYM Performance

Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, BROL is up 3.28% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

BROL charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

BROL already in VYM15.3%
VYM already in BROL20.4%

15.3% of BROL's money is in holdings VYM also owns. 20.4% of VYM's money is in holdings BROL also owns.

VYM and BROL share little of their money.

12 positions in common, counted across the 64 positions we hold weights for in BROL and 557 in VYM, against full books of 65 and 613.

What only one of them owns

Our book lists 516 positions for VYM that do not appear in our book for BROL (76.7% of the fund), and 43 for BROL that do not appear in VYM (73.0%).

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

StockWeight in BROLWeight in VYMDifference
AVGOBroadcom Inc3.13%7.35%4.22%
JPMJpmorgan Chase1.54%3.82%2.28%
JNJJohnson & Johnson - Common1.87%2.51%0.64%
BACBank of America Corp.: Financials2.16%1.66%0.50%
UNHUnitedhealth Group Incorporated0.99%1.52%0.53%
MSMorgan Stanley1.24%0.96%0.28%
TXNTexas Instrument Inc0.46%1.02%0.56%
CMECme Group, Cl A1.02%0.39%0.63%
PGRProgressive Corporation0.78%0.50%0.28%
MSCIM S C I Inc.0.97%0.16%0.81%

20.4% of VYM 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.

BROLVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BROL or VYM?

BROL has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

What is the holdings overlap between BROL and VYM?

20.4% of VYM's money is in holdings BROL also owns. 20.4% of VYM's is in holdings BROL also owns. They hold 12 positions in common, counted across the 64 positions we hold weights for in BROL and 557 in VYM.

Which pays a higher dividend, BROL or VYM?

BROL yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BROL?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 44.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.