BROL vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricBROLVTIWinner
Expense Ratio0.45%0.03%
AUM-$663.5B
Dividend Yield0.00%1.07%
Holdings633,543
YTD Return+4.04%+13.92%
1Y Return-+24.07%
3Y Return (annualized)-+20.88%
5Y Return (annualized)-+12.47%
Volatility (annualized)-15.3%
Max Drawdown-4.7%-56.6%
Fund FamilyBaron FundsVanguard (US)
CategoryEquityEquity
InceptionMay 25, 2026May 24, 2001

BROL vs VTI Performance

Baron Risk Optimized Large Cap ETF (BROL) is a ETF from Baron Funds and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, BROL is up 4.04% versus a gain of 13.92% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.7% for BROL and -56.6% for VTI. 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 VTI charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

35.8%overlap

BROL and VTI share 49 holdings out of 2797 unique holdings combined, representing a 35.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BROLWeight in VTIDifference
NVDA8.00%6.32%1.68%
AAPL6.15%5.84%0.31%
GOOG7.12%2.27%4.85%
AMZNProProPro
AVGOProProPro
MSFTProProPro
BACProProPro
LLYProProPro
COSTProProPro
MUProProPro
See all 10 holdings BROL shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, BROL or VTI?

BROL has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

What is the holdings overlap between BROL and VTI?

BROL and VTI share 49 common holdings with a 35.8% weight overlap. Combined, they hold 2797 unique securities.

Which pays a higher dividend, BROL or VTI?

BROL yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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