Screener
PSET vs BFOR
Principal Quality ETF vs Barron's 400 ETF
Key differences
Both PSET and BFOR are equity ETFs. PSET charges 0.15% a year and BFOR 0.65%. The main difference: PSET follows a active selection strategy; BFOR uses index tracking.
- PSET follows a active selection strategy; BFOR uses index tracking.
- PSET costs 0.50% less per year.
- BFOR is much larger than PSET. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BFOR has delivered higher annualized returns.
Side-by-side comparison
| PSET | BFOR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.65% |
| Fund size (AUM) | $29M | $215M |
| Since | 2016 | 2013 |
| Dividend yield | 0.62% | 0.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.1% | +20.2% |
| CAGR 3Y | +12.2% | +19.5% |
| CAGR 5Y | +8.5% | +10.0% |
| Sharpe 3Y | 0.56 | 0.91 |
| Volatility 1Y | 12.90% | 14.90% |
| Max drawdown | -34.74% | -41.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.