BROL vs VYM
Baron Risk Optimized Large Cap ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BROL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | - | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 65 | 616 | |
| YTD Return | +4.27% | +15.42% | |
| 1Y Return | - | +22.36% | |
| 3Y Return (annualized) | - | +19.06% | |
| 5Y Return (annualized) | - | +12.20% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -4.7% | -58.8% | |
| Fund Family | Baron Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 25, 2026 | Nov 10, 2006 |
BROL vs VYM Performance
Baron Risk Optimized Large Cap ETF (BROL) is a ETF from Baron Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BROL is up 4.27% versus a gain of 15.42% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.7% for BROL 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
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 2.24% for VYM.
Holdings Overlap
BROL and VYM share 10 holdings out of 656 unique holdings combined, representing a 10.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $41 per year of difference.
What is the holdings overlap between BROL and VYM?
BROL and VYM share 10 common holdings with a 10.8% weight overlap. Combined, they hold 656 unique securities.
Which pays a higher dividend, BROL or VYM?
BROL yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.