BAFE vs LVOL

BAFE vs LVOL

Which is better, BAFE or LVOL?

BAFE has been ahead.

LVOL has a lower expense ratio. BAFE led over 1Y.

Lower Fees: LVOLHigher Returns (1Y): BAFE

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

MetricBAFELVOL
Expense Ratio0.54%0.29%Best
AUM$1.8B$9M
Dividend Yield0.27%1.09%
Holdings90201
Fund FamilyBrown AdvisoryAmerican Century Investments
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 18, 2024Jan 12, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 540 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BAFE has data through Oct 14, 2026 and LVOL through Apr 22, 2025.

Compare BAFE against instead:BAFE vs SPYBAFE vs QQQBAFE vs VOOBAFE vs VTILVOL against:LVOL vs VXUS

Fees and Cost Over Time

BAFE charges 0.54% per year while LVOL charges 0.29%. On a $10,000 position that is $54 vs $29 annually, a gap of $25 per year that compounds over a long holding period. On income, BAFE currently yields 0.27% against 1.09% for LVOL.

You are not choosing between two funds in isolation.

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

BAFELVOL

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BAFE or LVOL?

BAFE has an expense ratio of 0.54% while LVOL charges 0.29%. LVOL is the cheaper option, by $25 a year on a $10,000 investment.

Which pays a higher dividend, BAFE or LVOL?

BAFE yields 0.27% while LVOL yields 1.09%, so LVOL currently pays the higher dividend yield.

Is LVOL better than BAFE?

LVOL has a lower expense ratio. BAFE led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.