BROL vs GRNY
Baron Risk Optimized Large Cap ETF vs Fundstrat Granny Shots US Large Cap ETF
Which is better, BROL or GRNY?
BROL costs less.
BROL has a lower expense ratio. GRNY is less concentrated, with 27.6% of the fund in its ten largest positions against 44.8%.
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
| Metric | BROL | GRNY |
|---|---|---|
| Expense Ratio | 0.45%Best | 0.75% |
| AUM | - | $4.5B |
| Dividend Yield | 0.00% | 0.13% |
| Holdings | 129 | 86 |
| YTD Return | +4.42% | +10.83%Best |
| 1Y Return | - | +10.25% |
| Top 10 Weight | 44.8% | 27.6%Best |
| Fund Family | Baron Funds | Fundstrat Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 25, 2026 | Nov 7, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BROL vs GRNY 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.
BROL vs GRNY Performance
Baron Risk Optimized Large Cap ETF (BROL) is an ETF from Baron Funds and Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital. Year to date, BROL is up 4.42% versus a gain of 10.83% for GRNY.
Past performance does not guarantee future results.
Fees and Cost Over Time
BROL charges 0.45% per year while GRNY charges 0.75%. On a $10,000 position that is $45 vs $75 annually, a gap of $30 per year that compounds over a long holding period. On income, BROL currently yields 0.00% against 0.13% for GRNY.
Holdings Overlap
41.0% of BROL's money is in holdings GRNY also owns. 35.8% of GRNY's money is in holdings BROL also owns.
The two portfolios partly overlap.
15 positions in common, counted across the 64 positions we hold weights for in BROL and 42 in GRNY, against full books of 129 and 86.
What only one of them owns
Our book lists 27 positions for GRNY that do not appear in our book for BROL (63.6% of the fund), and 40 for BROL that do not appear in GRNY (46.8%).
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
| Stock | Weight in BROL | Weight in GRNY | Difference |
|---|---|---|---|
| NVDANvidia Corp | 9.06% | 2.47% | 6.59% |
| AAPLApple, Inc | 6.84% | 2.43% | 4.41% |
| AMZNAmazon.Com Inc | 4.23% | 2.18% | 2.05% |
| SPCXSpace Exploration Technologies | 3.67% | 2.63% | 1.04% |
| COSTCostco Wholesale Corp. | 3.25% | 2.19% | 1.06% |
| MUMicron Technology, Inc. | 2.40% | 2.62% | 0.22% |
| LLYEli Lilly & Co. | 2.78% | 2.20% | 0.58% |
| MSFTMicrosoft Corp | 1.75% | 2.50% | 0.75% |
| TSLATesla Inc | 1.75% | 2.37% | 0.62% |
| JPMJpmorgan Chase | 1.45% | 2.20% | 0.75% |
41.0% of BROL is already inside GRNY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BROL or GRNY?
BROL has an expense ratio of 0.45% while GRNY charges 0.75%. BROL is the cheaper option, by $30 a year on a $10,000 investment.
What is the holdings overlap between BROL and GRNY?
41.0% of BROL's money is in holdings GRNY also owns. 35.8% of GRNY's is in holdings BROL also owns. They hold 15 positions in common, counted across the 64 positions we hold weights for in BROL and 42 in GRNY.
Which pays a higher dividend, BROL or GRNY?
BROL yields 0.00% while GRNY yields 0.13%, so GRNY currently pays the higher dividend yield.
Is GRNY better than BROL?
BROL has a lower expense ratio. GRNY is less concentrated, with 27.6% 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.