BROL vs VYM
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 558 holdings.
Side-by-Side Comparison
| Metric | BROL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 63 | 568 | |
| YTD Return | +2.03% | +13.82% | |
| 1Y Return | - | +24.08% | |
| 3Y Return (annualized) | - | +17.72% | |
| 5Y Return (annualized) | - | +12.13% | |
| 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 2.03% versus a gain of 13.82% 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 2.86% for VYM.
Holdings Overlap
BROL and VYM share 9 holdings out of 612 unique holdings combined, representing a 10.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BROL | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.48% | 6.47% | 2.99% |
| BAC | 3.78% | 1.39% | 2.39% |
| JNJ | 1.82% | 2.62% | 0.80% |
| UNH | Pro | Pro | Pro |
| MS | Pro | Pro | Pro |
| CME | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| PGR | Pro | Pro | Pro |
| LOW | Pro | Pro | Pro |
See all 9 holdings BROL shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
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 9 common holdings with a 10.8% weight overlap. Combined, they hold 612 unique securities.
Which pays a higher dividend, BROL or VYM?
BROL yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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