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BFOR vs IWN

Barron's 400 ETF vs iShares Russell 2000 Value ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN costs 0.41% less per year.
  • IWN 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.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORIWN
Annual cost (TER)0.65%0.24%
Fund size (AUM)$211M$13.4B
Since20132000
Dividend yield0.55%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+43.7%
CAGR 3Y+20.1%+18.7%
CAGR 5Y+10.0%+6.9%
Sharpe 3Y0.940.77
Volatility 1Y14.92%17.87%
Max drawdown-41.27%-46.08%

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

Similar to BFOR and IWN