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BFOR vs IWL

Barron's 400 ETF vs iShares Russell Top 200 ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

Key differences

  • IWL costs 0.50% less per year.
  • IWL is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWL has delivered higher annualized returns.

Side-by-side comparison

BFORIWL
Annual cost (TER)0.65%0.15%
Fund size (AUM)$211M$2.1B
Since20132009
Dividend yield0.55%0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+30.1%
CAGR 3Y+20.1%+24.4%
CAGR 5Y+10.0%+14.7%
Sharpe 3Y0.941.28
Volatility 1Y14.92%12.34%
Max drawdown-41.27%-32.71%

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

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