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PFDE vs BFOR

Pathfinder Disciplined US Equity ETF vs Barron's 400 ETF

PFDE

Pathfinder Disciplined US Equity ETF

Annual cost

0.59%

Fund size

$138M

BFOR

Barron's 400 ETF

Annual cost

0.65%

Fund size

$215M

Key differences

Both PFDE and BFOR are equity ETFs. PFDE charges 0.59% a year and BFOR 0.65%. The main difference: PFDE follows a active selection strategy; BFOR uses index tracking.

  • PFDE follows a active selection strategy; BFOR uses index tracking.
  • PFDE costs 0.06% less per year.
  • BFOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PFDEBFOR
Annual cost (TER)0.59%0.65%
Fund size (AUM)$138M$215M
Since20252013
Dividend yield0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+21.5%
CAGR 3YN/A+20.9%
CAGR 5YN/A+9.8%
Sharpe 3YN/A0.98
Volatility 1Y14.91%
Max drawdown-10.37%-41.27%

Similar to PFDE and BFOR