BFOR vs. AMLP
BFOR (ALPS Barron's 400 ETF) and AMLP (Alerian MLP ETF) are both exchange-traded funds - BFOR is a Mid Cap Blend Equities fund tracking the Barron's 400 Index, while AMLP is a MLPs fund tracking the Alerian MLP Infrastructure Index. Both are passively managed. Over the past 10 years, BFOR returned 12.37%/yr vs 6.76%/yr for AMLP. A 0.52 correlation means they provide meaningful diversification when combined. BFOR charges 0.65%/yr vs 0.90%/yr for AMLP.
Performance
BFOR vs. AMLP - Performance Comparison
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Returns By Period
In the year-to-date period, BFOR achieves a 9.89% return, which is significantly lower than AMLP's 16.31% return. Over the past 10 years, BFOR has outperformed AMLP with an annualized return of 12.37%, while AMLP has yielded a comparatively lower 6.76% annualized return.
BFOR
- 1D
- -0.49%
- 1M
- 2.26%
- YTD
- 9.89%
- 6M
- 10.61%
- 1Y
- 22.04%
- 3Y*
- 19.35%
- 5Y*
- 9.98%
- 10Y*
- 12.37%
AMLP
- 1D
- -0.27%
- 1M
- -0.57%
- YTD
- 16.31%
- 6M
- 14.89%
- 1Y
- 17.06%
- 3Y*
- 20.15%
- 5Y*
- 16.90%
- 10Y*
- 6.76%
BFOR vs. AMLP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 9.89% | 13.85% | 17.81% | 18.19% | -15.92% | 30.71% | 17.60% | 21.30% | -13.86% | 19.37% |
AMLP Alerian MLP ETF | 16.31% | 5.78% | 22.76% | 21.40% | 25.47% | 39.09% | -32.26% | 5.99% | -12.67% | -7.89% |
Correlation
The correlation between BFOR and AMLP is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2013 | 0.52 |
Over the past year, the correlation between BFOR and AMLP has dropped to 0.14 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.
BFOR vs. AMLP - Sectors Allocation Comparison
Sectors
BFOR
AMLP
Financial Services
-
Technology
-
Industrials
-
Healthcare
-
Consumer Cyclical
-
Energy
Consumer Defensive
-
Communication Services
-
Basic Materials
-
Utilities
Real Estate
-
-
Financial Services
BFOR
AMLP
-
Technology
BFOR
AMLP
-
Industrials
BFOR
AMLP
-
Healthcare
BFOR
AMLP
-
Consumer Cyclical
BFOR
AMLP
-
Energy
BFOR
AMLP
Consumer Defensive
BFOR
AMLP
-
Communication Services
BFOR
AMLP
-
Basic Materials
BFOR
AMLP
-
Utilities
BFOR
AMLP
Real Estate
BFOR
-
AMLP
-
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Return for Risk
BFOR vs. AMLP — Risk / Return Rank
BFOR
AMLP
BFOR vs. AMLP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and Alerian MLP ETF (AMLP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BFOR | AMLP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.45 | +0.05 |
Sortino ratioReturn per unit of downside risk | 2.23 | 2.03 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 1.92 | +0.55 |
Martin ratioReturn relative to average drawdown | 9.02 | 6.37 | +2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFOR | AMLP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.45 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.85 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.24 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.22 | +0.37 |
Drawdowns
BFOR vs. AMLP - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.27%, smaller than the maximum AMLP drawdown of -77.19%. Use the drawdown chart below to compare losses from any high point for BFOR and AMLP.
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Drawdown Indicators
| BFOR | AMLP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.27% | -77.19% | +35.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.98% | -8.94% | -0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -21.91% | -14.27% | -7.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.93% | -20.92% | -5.01% |
Max Drawdown (10Y)Largest decline over 10 years | -41.27% | -72.62% | +31.35% |
Current DrawdownCurrent decline from peak | -0.49% | -4.10% | +3.61% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -17.40% | +10.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.68% | -0.23% |
Volatility
BFOR vs. AMLP - Volatility Comparison
The current volatility for ALPS Barron's 400 ETF (BFOR) is 3.52%, while Alerian MLP ETF (AMLP) has a volatility of 4.91%. This indicates that BFOR experiences smaller price fluctuations and is considered to be less risky than AMLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFOR | AMLP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 4.91% | -1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 8.66% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.80% | 11.90% | +2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.41% | 19.98% | -0.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 27.68% | -7.27% |
BFOR vs. AMLP - Expense Ratio Comparison
BFOR has a 0.65% expense ratio, which is lower than AMLP's 0.90% expense ratio.
Dividends
BFOR vs. AMLP - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 0.54%, less than AMLP's 7.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMLP Alerian MLP ETF | 7.64% | 8.36% | 7.70% | 7.86% | 7.70% | 8.55% | 12.31% | 9.12% | 9.29% | 7.97% | 8.09% | 9.84% |
BFOR ALPS Barron's 400 ETF | 0.54% | 0.60% | 0.69% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% |
Frequently Asked Questions
BFOR and AMLP have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMLP has higher volatility (4.91%) compared to BFOR (3.52%). In terms of maximum drawdown, BFOR dropped -41.27% vs AMLP's -77.19%.
On 10-year performance, BFOR leads with 12.37% vs 6.76% for AMLP. On fees, BFOR is cheaper at 0.65% per year. On volatility, BFOR has been the lower-risk option at 3.52%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, BFOR has performed better with a 12.37% return vs 6.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BFOR is cheaper with a 0.65% expense ratio, compared with 0.90% for AMLP.
AMLP has the higher dividend yield at 7.64%, compared with 0.54% for BFOR.
BFOR is categorized as Mid Cap Blend Equities, while AMLP is MLPs. BFOR tracks Barron's 400 Index, while AMLP tracks Alerian MLP Infrastructure Index. Their fees differ too: 0.65% for BFOR and 0.90% for AMLP.
BFOR currently has the higher Sharpe Ratio (1.50 vs 1.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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