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BFOR vs IWO

Barron's 400 ETF vs iShares Russell 2000 Growth ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

IWO

iShares Russell 2000 Growth ETF

iShares

Annual cost

0.24%

Fund size

$13.9B

Key differences

  • IWO costs 0.41% less per year.
  • IWO is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORIWO
Annual cost (TER)0.65%0.24%
Fund size (AUM)$211M$13.9B
Since20132000
Dividend yield0.55%0.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.5%+43.1%
CAGR 3Y+20.2%+19.5%
CAGR 5Y+10.5%+6.5%
Sharpe 3Y0.950.75
Volatility 1Y14.96%21.41%
Max drawdown-41.27%-42.01%

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

Similar to BFOR and IWO