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BFOR vs VIOO

Barron's 400 ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

VIOO

Vanguard S&P Small-Cap 600 Index Fund ETF Shares

Vanguard

Annual cost

0.07%

Fund size

$5.8B

Key differences

  • VIOO costs 0.58% less per year.
  • VIOO is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BFOR has delivered higher annualized returns.

Side-by-side comparison

BFORVIOO
Annual cost (TER)0.65%0.07%
Fund size (AUM)$211M$5.8B
Since20132010
Dividend yield0.55%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.5%+36.2%
CAGR 3Y+20.2%+16.0%
CAGR 5Y+10.5%+6.6%
Sharpe 3Y0.950.65
Volatility 1Y14.96%17.77%
Max drawdown-41.27%-44.15%

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

Similar to BFOR and VIOO