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BFOR vs IJK

Barron's 400 ETF vs iShares S&P Mid-Cap 400 Growth ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

IJK

iShares S&P Mid-Cap 400 Growth ETF

iShares

Annual cost

0.17%

Fund size

$10.6B

Key differences

  • IJK costs 0.48% less per year.
  • IJK is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BFOR has delivered higher annualized returns.
  • IJK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORIJK
Annual cost (TER)0.65%0.17%
Fund size (AUM)$211M$10.6B
Since20132000
Dividend yield0.55%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+28.2%
CAGR 3Y+20.1%+17.6%
CAGR 5Y+10.0%+8.1%
Sharpe 3Y0.940.77
Volatility 1Y14.92%17.09%
Max drawdown-41.27%-39.25%

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

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