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BFOR vs FLQS

Barron's 400 ETF vs Franklin U.S. Small Cap Multifactor Index ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

FLQS

Franklin U.S. Small Cap Multifactor Index ETF

Franklin Templeton Investments

Annual cost

0.35%

Fund size

$51M

Key differences

  • FLQS costs 0.30% less per year.
  • BFOR is significantly larger than FLQS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BFOR has delivered higher annualized returns.

Side-by-side comparison

BFORFLQS
Annual cost (TER)0.65%0.35%
Fund size (AUM)$211M$51M
Since20132017
Dividend yield0.55%1.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+15.1%
CAGR 3Y+20.1%+12.3%
CAGR 5Y+10.0%+5.4%
Sharpe 3Y0.940.53
Volatility 1Y14.92%15.31%
Max drawdown-41.27%-42.16%

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

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