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BFOR vs VTWV

Barron's 400 ETF vs Vanguard Russell 2000 Value Index Fund ETF Shares

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

VTWV

Vanguard Russell 2000 Value Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$1.2B

Key differences

  • VTWV costs 0.59% less per year.
  • VTWV is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BFORVTWV
Annual cost (TER)0.65%0.06%
Fund size (AUM)$211M$1.2B
Since20132010
Dividend yield0.55%1.62%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.5%+47.3%
CAGR 3Y+20.2%+19.8%
CAGR 5Y+10.5%+8.0%
Sharpe 3Y0.950.80
Volatility 1Y14.96%18.33%
Max drawdown-41.27%-45.73%

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

Similar to BFOR and VTWV