Screener
BFOR vs XMHQ
Barron's 400 ETF vs Invesco S&P MidCap Quality ETF
Key differences
Both BFOR and XMHQ are equity ETFs. BFOR charges 0.65% a year and XMHQ 0.25%. The main difference: XMHQ costs 0.40% less per year.
- XMHQ costs 0.40% less per year.
- XMHQ is much larger than BFOR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BFOR has delivered higher annualized returns.
- XMHQ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFOR | XMHQ | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.25% |
| Fund size (AUM) | $215M | $5.3B |
| Since | 2013 | 2006 |
| Dividend yield | 0.54% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.2% | +13.1% |
| CAGR 3Y | +19.5% | +16.1% |
| CAGR 5Y | +10.0% | +9.1% |
| Sharpe 3Y | 0.91 | 0.70 |
| Volatility 1Y | 14.90% | 15.58% |
| Max drawdown | -41.27% | -36.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.