ATFV vs BROL

ATFV vs BROL

Which is better, ATFV or BROL?

BROL costs less.

BROL has a lower expense ratio.

Lower Fees: BROL

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

MetricATFVBROL
Expense Ratio0.55%0.45%Best
AUM$629M-
Dividend Yield0.17%0.00%
Holdings36129
YTD Return+10.86%Best+4.42%
1Y Return+11.47%-
3Y Return (annualized)+37.88%-
5Y Return (annualized)+12.24%-
Fund FamilyAlgerBaron Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 4, 2021May 25, 2026

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

ATFV vs BROL 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.

Compare ATFV against instead:ATFV vs SPYATFV vs QQQATFV vs VOOATFV vs VTIBROL against:BROL vs VXUS

ATFV vs BROL Performance

Alger 35 ETF (ATFV) is an ETF from Alger and Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds. Year to date, ATFV is up 10.86% versus a gain of 4.42% for BROL.

Past performance does not guarantee future results.

Fees and Cost Over Time

ATFV charges 0.55% per year while BROL charges 0.45%. On a $10,000 position that is $55 vs $45 annually, a gap of $10 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 0.00% for BROL.

You are not choosing between two funds in isolation.

Whichever of ATFV and BROL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ATFVBROL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ATFV or BROL?

ATFV has an expense ratio of 0.55% while BROL charges 0.45%. BROL is the cheaper option, by $10 a year on a $10,000 investment.

Which pays a higher dividend, ATFV or BROL?

ATFV yields 0.17% while BROL yields 0.00%, so ATFV currently pays the higher dividend yield.

Is BROL better than ATFV?

BROL has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.