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BFOR vs VFVA

Barron's 400 ETF vs Vanguard U.S. Value Factor ETF Shares

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

VFVA

Vanguard U.S. Value Factor ETF Shares

Vanguard

Annual cost

0.13%

Fund size

$815M

Key differences

  • VFVA costs 0.52% less per year.
  • VFVA is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • BFOR follows a index tracking strategy; VFVA uses active selection.
  • Over the last 3 years, BFOR has delivered higher annualized returns.
  • BFOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BFORVFVA
Annual cost (TER)0.65%0.13%
Fund size (AUM)$211M$815M
Since20132018
Dividend yield0.55%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.5%+32.1%
CAGR 3Y+20.2%+18.2%
CAGR 5Y+10.5%+10.2%
Sharpe 3Y0.950.81
Volatility 1Y14.96%15.51%
Max drawdown-41.27%-48.57%

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

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