BROL vs CGGR

BROL vs CGGR

Which is better, BROL or CGGR?

CGGR costs less.

CGGR has a lower expense ratio. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 44.8%.

Lower Fees: CGGRLess Concentrated: CGGR

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

MetricBROLCGGR
Expense Ratio0.45%0.39%Best
AUM-$26.6B
Dividend Yield0.00%0.15%
Holdings12997
YTD Return+4.42%+6.35%Best
1Y Return-+8.20%
3Y Return (annualized)-+24.14%
Top 10 Weight44.8%40.8%Best
Fund FamilyBaron FundsCapital Group (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 25, 2026Feb 22, 2022

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

BROL vs CGGR 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 BROL against instead:BROL vs SPYBROL vs QQQBROL vs VOOBROL vs VTICGGR against:CGGR vs VXUS

BROL vs CGGR Performance

Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds and Capital Group Growth ETF (CGGR) is an ETF from Capital Group (US). Year to date, BROL is up 4.42% versus a gain of 6.35% for CGGR.

Past performance does not guarantee future results.

Fees and Cost Over Time

BROL charges 0.45% per year while CGGR charges 0.39%. On a $10,000 position that is $45 vs $39 annually, a gap of $6 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 0.15% for CGGR.

Holdings Overlap

BROL already in CGGR64.1%
CGGR already in BROL51.5%

64.1% of BROL's money is in holdings CGGR also owns. 51.5% of CGGR's money is in holdings BROL also owns.

The two portfolios partly overlap.

25 positions in common, counted across the 64 positions we hold weights for in BROL and 96 in CGGR, against full books of 129 and 97.

What only one of them owns

Our book lists 61 positions for CGGR that do not appear in our book for BROL (43.9% of the fund), and 33 for BROL that do not appear in CGGR (27.9%).

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 BROLWeight in CGGRDifference
NVDANvidia Corp9.06%5.07%3.99%
GOOGAlphabet Inc. C6.76%3.24%3.52%
AAPLApple, Inc6.84%2.53%4.31%
AVGOBroadcom Inc2.71%4.43%1.72%
AMZNAmazon.Com Inc4.23%2.38%1.85%
MSFTMicrosoft Corp1.75%4.66%2.91%
MUMicron Technology, Inc.2.40%3.88%1.48%
TSLATesla Inc1.75%4.17%2.42%
VVisa Inc Class A1.84%3.13%1.29%
LLYEli Lilly & Co.2.78%2.10%0.68%

64.1% of BROL is already inside CGGR.

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

BROLCGGR

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Frequently Asked Questions

Which is cheaper, BROL or CGGR?

BROL has an expense ratio of 0.45% while CGGR charges 0.39%. CGGR is the cheaper option, by $6 a year on a $10,000 investment.

What is the holdings overlap between BROL and CGGR?

64.1% of BROL's money is in holdings CGGR also owns. 51.5% of CGGR's is in holdings BROL also owns. They hold 25 positions in common, counted across the 64 positions we hold weights for in BROL and 96 in CGGR.

Which pays a higher dividend, BROL or CGGR?

BROL yields 0.00% while CGGR yields 0.15%, so CGGR currently pays the higher dividend yield.

Is CGGR better than BROL?

CGGR has a lower expense ratio. CGGR is less concentrated, with 40.8% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.