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BFOR vs RPG

Barron's 400 ETF vs Invesco S&P 500 Pure Growth ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

RPG

Invesco S&P 500 Pure Growth ETF

Invesco

Annual cost

0.35%

Fund size

$1.8B

Key differences

  • RPG costs 0.30% less per year.
  • RPG is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, RPG has delivered higher annualized returns.
  • RPG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORRPG
Annual cost (TER)0.65%0.35%
Fund size (AUM)$211M$1.8B
Since20132006
Dividend yield0.55%0.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+36.1%
CAGR 3Y+20.1%+26.0%
CAGR 5Y+10.0%+12.6%
Sharpe 3Y0.941.02
Volatility 1Y14.92%19.62%
Max drawdown-41.27%-36.58%

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

Similar to BFOR and RPG