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BFOR vs RFG

Barron's 400 ETF vs Invesco S&P MidCap 400 Pure Growth ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

RFG

Invesco S&P MidCap 400 Pure Growth ETF

Invesco

Annual cost

0.35%

Fund size

$329M

Key differences

  • RFG costs 0.30% less per year.
  • RFG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORRFG
Annual cost (TER)0.65%0.35%
Fund size (AUM)$211M$329M
Since20132006
Dividend yield0.55%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+31.2%
CAGR 3Y+20.1%+19.6%
CAGR 5Y+10.0%+7.9%
Sharpe 3Y0.940.81
Volatility 1Y14.92%18.50%
Max drawdown-41.27%-42.92%

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

Similar to BFOR and RFG