BROL vs DWUS

BROL vs DWUS

Which is better, BROL or DWUS?

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

MetricBROLDWUS
Expense Ratio0.45%Best1.08%
AUM-$122M
Dividend Yield0.00%0.03%
Holdings1294
YTD Return+4.42%+9.20%Best
1Y Return-+10.11%
3Y Return (annualized)-+17.82%
5Y Return (annualized)-+9.99%
Fund FamilyBaron FundsAdvisor Shares
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 25, 2026Dec 26, 2019

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

BROL vs DWUS 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 VTIDWUS against:DWUS vs VXUS

BROL vs DWUS Performance

Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds and Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares. Year to date, BROL is up 4.42% versus a gain of 9.20% for DWUS.

Past performance does not guarantee future results.

Fees and Cost Over Time

BROL charges 0.45% per year while DWUS charges 1.08%. On a $10,000 position that is $45 vs $108 annually, a gap of $63 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 0.03% for DWUS.

Holdings Overlap

We hold position weights for 64 holdings in BROL and 4 in DWUS, totalling 99.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 64 positions we hold weights for in BROL and 4 in DWUS, against full books of 129 and 4.

What only one of them owns

Measured across the 64 and 4 positions we hold weights for.

BROL holds 55 positions DWUS does not, 87.8% of the fund.

Largest: NVDA 9.06%, AAPL 6.84%, GOOG 6.76%, AMZN 4.23%, SPCX 3.67%

You are not choosing between two funds in isolation.

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

BROLDWUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BROL or DWUS?

BROL has an expense ratio of 0.45% while DWUS charges 1.08%. BROL is the cheaper option, by $63 a year on a $10,000 investment.

Which pays a higher dividend, BROL or DWUS?

BROL yields 0.00% while DWUS yields 0.03%, so DWUS currently pays the higher dividend yield.

Is DWUS better than BROL?

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