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BFOR vs IYY

Barron's 400 ETF vs iShares Dow Jones U.S. ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

Key differences

  • IYY costs 0.45% less per year.
  • IYY is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IYY has delivered higher annualized returns.
  • IYY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORIYY
Annual cost (TER)0.65%0.20%
Fund size (AUM)$211M$2.9B
Since20132000
Dividend yield0.55%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+28.8%
CAGR 3Y+20.1%+22.8%
CAGR 5Y+10.0%+13.0%
Sharpe 3Y0.941.21
Volatility 1Y14.92%12.15%
Max drawdown-41.27%-34.90%

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

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