Screener
BFOR vs PSET
Barron's 400 ETF vs Principal Quality ETF
Key differences
Both BFOR and PSET are equity ETFs. BFOR charges 0.65% a year and PSET 0.15%. The main difference: BFOR follows a index tracking strategy; PSET uses active selection.
- BFOR follows a index tracking strategy; PSET uses active selection.
- PSET costs 0.50% less per year.
- BFOR is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BFOR has delivered higher annualized returns.
Side-by-side comparison
| BFOR | PSET | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $215M | $29M |
| Since | 2013 | 2016 |
| Dividend yield | 0.54% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.2% | +4.1% |
| CAGR 3Y | +19.5% | +12.2% |
| CAGR 5Y | +10.0% | +8.5% |
| Sharpe 3Y | 0.91 | 0.56 |
| Volatility 1Y | 14.90% | 12.90% |
| Max drawdown | -41.27% | -34.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.