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BFOR vs SMLF

Barron's 400 ETF vs iShares U.S. Small-Cap Equity Factor ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

Key differences

  • SMLF costs 0.50% less per year.
  • SMLF is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BFORSMLF
Annual cost (TER)0.65%0.15%
Fund size (AUM)$211M$3.6B
Since20132015
Dividend yield0.55%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.3%+31.5%
CAGR 3Y+20.1%+20.4%
CAGR 5Y+10.0%+10.7%
Sharpe 3Y0.940.86
Volatility 1Y14.92%17.32%
Max drawdown-41.27%-41.89%

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

Similar to BFOR and SMLF