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BFOR vs CGGR

Barron's 400 ETF vs Capital Group Growth ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

CGGR

Capital Group Growth ETF

Capital Group

Annual cost

0.39%

Fund size

$22.2B

Key differences

  • CGGR costs 0.26% less per year.
  • CGGR is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • BFOR covers north america markets; CGGR covers global.
  • BFOR follows a index tracking strategy; CGGR uses active selection.
  • Over the last 3 years, CGGR has delivered higher annualized returns.
  • BFOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORCGGR
Annual cost (TER)0.65%0.39%
Fund size (AUM)$211M$22.2B
Since20132022
Dividend yield0.55%0.10%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+22.3%+22.6%
CAGR 3Y+20.1%+26.5%
CAGR 5Y+10.0%N/A
Sharpe 3Y0.941.14
Volatility 1Y14.92%16.28%
Max drawdown-41.27%-28.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BFOR and CGGR