BROL - ETF AI Analysis
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Baron Risk Optimized Large Cap ETF (BROL)
BROL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 309.73M
- Region
- North America
- Expense Ratio
- 0.45%
- Beta
- 1.16
- Issuer
- Baron
- Inception Date
- May 25, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BROL Summary
BROL (Baron Risk Optimized Large Cap ETF) is an actively managed fund that invests in large U.S. companies with strong growth potential, rather than tracking a set index. It focuses heavily on technology and other growth areas, holding well-known names like Nvidia, Alphabet (Google), Apple, and Amazon. Someone might invest in BROL to seek long-term growth from leading U.S. companies while benefiting from professional stock picking and diversification across several sectors. However, because it leans toward growth and tech stocks, its price can rise and fall sharply with changes in the stock market and investor sentiment toward technology.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 you invest. That’s higher than the cost of many simple index ETFs because this fund is actively managed, with managers doing research and using quantitative tools to pick and size stocks.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology and growth companies like Nvidia, Alphabet, Amazon, and Apple, so it could benefit if innovation, digital spending, and the overall U.S. economy stay strong, and if interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, stricter tech and financial regulations, an economic slowdown that pressures consumer and financial sectors, or a broad pullback in U.S. large-cap growth stocks despite its risk-focused approach.
BROL Top 10 Holdings
BROL is leaning heavily on U.S. Big Tech, with Nvidia, Apple, Alphabet, Amazon, and Meta forming the core engine of returns. Apple and Amazon have been steadily rising, helping to pull the fund higher, while Nvidia’s performance has been more mixed lately, adding some bumpiness to the ride. Alphabet has been lagging in the near term, and Broadcom’s recent weakness isn’t helping the semiconductor sleeve. Outside tech, Costco and Eli Lilly are quietly adding steady strength, giving this growth‑tilted, U.S.-focused portfolio a bit of defensive balance.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.90% | $27.29M | $5.22T | 17.71% | 76Outperform |
 AAPL | Apple | 6.28% | $19.26M | $4.95T | 34.73% | 79Outperform |
 GOOG | Alphabet Class C | 5.73% | $17.57M | $4.14T | 27.02% | 82Outperform |
 AMZN | Amazon | 4.15% | $12.72M | $2.83T | 14.88% | 71Outperform |
 COST | Costco | 3.51% | $10.75M | $440.74B | 7.78% | 72Outperform |
 LLY | Eli Lilly & Co | 3.15% | $9.65M | $1.21T | 60.84% | 72Outperform |
 SPCX | SpaceX | 2.90% | $8.91M | $2.01T | -10.07% | ―― |
 WELL | Welltower | 2.83% | $8.69M | $171.59B | 34.93% | 77Outperform |
 AVGO | Broadcom | 2.61% | $8.01M | $1.60T | -5.01% | 76Outperform |
 META | Meta Platforms | 2.50% | $7.68M | $1.77T | -11.53% | 76Outperform |
BROL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BROL, the sentiment is Negative. The current price of 26.03 is below the 20-day moving average (MA) of 26.23, below the 50-day MA of 26.11, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 47.58 is Neutral, neither overbought nor oversold. The STOCH value of 47.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BROL.
BROL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BROL | $26.03 | $29.00(11.41% Upside) | $309.73M | 0.45% | 72Outperform |
 QDVO | $29.25 | $37.26(27.40% Upside) | $778.60M | 0.56% | 72Outperform |
 FLCG | $34.15 | $45.81(34.15% Upside) | $690.97M | 0.39% | 75Outperform |
 CAML | $39.30 | $52.05(32.45% Upside) | $384.26M | 0.65% | 75Outperform |
 LRGE | $87.06 | $117.26(34.68% Upside) | $385.12M | 0.48% | 73Outperform |
 CARK | $46.34 | $62.43(34.73% Upside) | $339.78M | 0.54% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BROL | Baron Risk Optimized Large Cap ETF | 26.03 | 1.04 | 4.17% | |
| QDVO | Amplify CWP Growth & Income ETF | 29.25 | 2.69 | 10.12% | |
| FLCG | Federated Hermes MDT Large Cap Growth ETF | 34.15 | 1.20 | 3.64% | |
| CAML | Congress Large Cap Growth ETF | 39.30 | -0.11 | -0.28% | |
| LRGE | ClearBridge Large Cap Growth ESG ETF | 87.06 | 2.42 | 2.86% | |
| CARK | CastleArk Large Growth ETF | 46.34 | 1.84 | 4.13% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.