Screener
BFOR vs IWX
Barron's 400 ETF vs iShares Russell Top 200 Value ETF
Key differences
- IWX costs 0.45% less per year.
- IWX 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.
Side-by-side comparison
| BFOR | IWX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.20% |
| Fund size (AUM) | $211M | $3.4B |
| Since | 2013 | 2009 |
| Dividend yield | 0.55% | 1.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +29.4% |
| CAGR 3Y | +20.1% | +18.9% |
| CAGR 5Y | +10.0% | +11.1% |
| Sharpe 3Y | 0.94 | 1.20 |
| Volatility 1Y | 14.92% | 10.11% |
| Max drawdown | -41.27% | -35.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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