BAFE vs JUDO

BAFE vs JUDO

Which is better, BAFE or JUDO?

BAFE costs less.

BAFE has a lower expense ratio. JUDO is less concentrated, with 41.7% of the fund in its ten largest positions against 45.4%.

Lower Fees: BAFELess Concentrated: JUDO

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

MetricBAFEJUDO
Expense Ratio0.54%Best0.55%
AUM$1.8B$8M
Dividend Yield0.27%2.87%
Holdings90128
YTD Return+9.97%+12.87%Best
1Y Return+12.65%-
Top 10 Weight45.4%41.7%Best
Fund FamilyBrown AdvisoryJanus Henderson Investors
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 18, 2024Mar 24, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BAFE vs JUDO 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 BAFE against instead:BAFE vs SPYBAFE vs QQQBAFE vs VOOBAFE vs VTIJUDO against:JUDO vs VXUS

BAFE vs JUDO Performance

Brown Advisory Flexible Equity ETF (BAFE) is an ETF from Brown Advisory and Janus Henderson US Equity Enhanced Income ETF (JUDO) is an ETF from Janus Henderson Investors. Year to date, BAFE is up 9.97% versus a gain of 12.87% for JUDO.

Past performance does not guarantee future results.

Fees and Cost Over Time

BAFE charges 0.54% per year while JUDO charges 0.55%. On a $10,000 position that is $54 vs $55 annually, a gap of $1 per year that compounds over a long holding period. On income, BAFE currently yields 0.27% against 2.87% for JUDO.

Holdings Overlap

BAFE already in JUDO44.7%
JUDO already in BAFE41.0%

44.7% of BAFE's money is in holdings JUDO also owns. 41.0% of JUDO's money is in holdings BAFE also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 42 positions we hold weights for in BAFE and 70 in JUDO, against full books of 90 and 128.

What only one of them owns

Our book lists 55 positions for JUDO that do not appear in our book for BAFE (59.0% of the fund), and 22 for BAFE that do not appear in JUDO (38.1%).

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 BAFEWeight in JUDODifference
MSFTMicrosoft Corp6.49%6.86%0.37%
NVDANvidia Corp3.84%8.20%4.36%
GOOGAlphabet Inc. C3.54%6.29%2.75%
AMZNAmazon.Com Inc4.42%4.27%0.15%
AAPLApple, Inc1.90%4.70%2.80%
VVisa Inc Class A4.22%1.67%2.55%
METAMeta Platforms Inc4.60%0.95%3.65%
MAMastercard Inc3.73%1.56%2.17%
UNHUnitedhealth Group, Inc.2.82%0.92%1.90%
DHRDanaher Corporation2.35%0.93%1.42%

44.7% of BAFE is already inside JUDO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BAFEJUDO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BAFE or JUDO?

BAFE has an expense ratio of 0.54% while JUDO charges 0.55%. BAFE is the cheaper option, by $1 a year on a $10,000 investment.

What is the holdings overlap between BAFE and JUDO?

44.7% of BAFE's money is in holdings JUDO also owns. 41.0% of JUDO's is in holdings BAFE also owns. They hold 15 positions in common, counted across the 42 positions we hold weights for in BAFE and 70 in JUDO.

Which pays a higher dividend, BAFE or JUDO?

BAFE yields 0.27% while JUDO yields 2.87%, so JUDO currently pays the higher dividend yield.

Is JUDO better than BAFE?

BAFE has a lower expense ratio. JUDO is less concentrated, with 41.7% of the fund in its ten largest positions against 45.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.