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BFOR vs IWS
Barron's 400 ETF vs iShares Russell Mid-Cap Value ETF
Key differences
- IWS costs 0.42% less per year.
- IWS 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.
- IWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFOR | IWS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.23% |
| Fund size (AUM) | $211M | $14.9B |
| Since | 2013 | 2001 |
| Dividend yield | 0.55% | 1.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +26.4% |
| CAGR 3Y | +20.1% | +17.1% |
| CAGR 5Y | +10.0% | +8.2% |
| Sharpe 3Y | 0.94 | 0.87 |
| Volatility 1Y | 14.92% | 13.31% |
| Max drawdown | -41.27% | -43.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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