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BFOR vs IWY

Barron's 400 ETF vs iShares Russell Top 200 Growth ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

IWY

iShares Russell Top 200 Growth ETF

iShares

Annual cost

0.20%

Fund size

$16.5B

Key differences

  • IWY costs 0.45% less per year.
  • IWY is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWY has delivered higher annualized returns.

Side-by-side comparison

BFORIWY
Annual cost (TER)0.65%0.20%
Fund size (AUM)$211M$16.5B
Since20132009
Dividend yield0.55%0.35%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.5%+30.2%
CAGR 3Y+20.2%+27.0%
CAGR 5Y+10.5%+17.0%
Sharpe 3Y0.951.15
Volatility 1Y14.96%15.60%
Max drawdown-41.27%-32.68%

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

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