Screener
BFOR vs SPHQ
Barron's 400 ETF vs Invesco S&P 500 Quality ETF
Key differences
Both BFOR and SPHQ are equity ETFs. BFOR charges 0.65% a year and SPHQ 0.15%. The main difference: SPHQ costs 0.50% less per year.
- SPHQ costs 0.50% less per year.
- SPHQ is much larger than BFOR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPHQ has delivered higher annualized returns.
- SPHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFOR | SPHQ | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $215M | $18.9B |
| Since | 2013 | 2005 |
| Dividend yield | 0.54% | 1.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.2% | +20.1% |
| CAGR 3Y | +19.5% | +21.6% |
| CAGR 5Y | +10.0% | +14.1% |
| Sharpe 3Y | 0.91 | 1.20 |
| Volatility 1Y | 14.90% | 12.90% |
| Max drawdown | -41.27% | -31.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.