BFOR vs. EDOG

Last updated Jun 24, 2026

BFOR (ALPS Barron's 400 ETF) and EDOG (ALPS Emerging Sector Dividend Dogs ETF) are both exchange-traded funds - BFOR is a Mid Cap Blend Equities fund tracking the Barron's 400 Index, while EDOG is a Emerging Markets Equities fund tracking the S-Network Emerging Sector Dividend Dogs Index. Both are passively managed. Over the past 10 years, BFOR returned 13.11%/yr vs 6.34%/yr for EDOG. A 0.56 correlation means they provide meaningful diversification when combined. BFOR charges 0.65%/yr vs 0.60%/yr for EDOG.

Performance

BFOR vs. EDOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Barron's 400 ETF (BFOR) and ALPS Emerging Sector Dividend Dogs ETF (EDOG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BFOR achieves a 12.73% return, which is significantly higher than EDOG's 1.65% return. Over the past 10 years, BFOR has outperformed EDOG with an annualized return of 13.11%, while EDOG has yielded a comparatively lower 6.34% annualized return.

BFOR

• 1D: -0.71%
• 1M: 3.66%
• YTD: 12.73%
• 6M: 10.60%
• 1Y: 24.60%
• 3Y*: 20.01%
• 5Y*: 10.60%
• 10Y*: 13.11%

EDOG

• 1D: -0.23%
• 1M: -0.76%
• YTD: 1.65%
• 6M: 0.54%
• 1Y: 17.09%
• 3Y*: 10.59%
• 5Y*: 4.98%
• 10Y*: 6.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BFOR vs. EDOG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BFOR ALPS Barron's 400 ETF	12.73%	13.85%	17.81%	18.19%	-15.92%	30.71%	17.60%	21.30%	-13.86%	19.37%
EDOG ALPS Emerging Sector Dividend Dogs ETF	1.65%	22.59%	1.70%	11.58%	-10.50%	11.71%	7.99%	13.26%	-16.52%	20.42%

Correlation

The correlation between BFOR and EDOG is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.58
Correlation (3Y) Calculated over the trailing 3-year period	0.54
Correlation (5Y) Calculated over the trailing 5-year period	0.58
Correlation (10Y) Calculated over the trailing 10-year period	0.58
Correlation (All Time) Calculated using the full available price history since Mar 28, 2014	0.56

The correlation between BFOR and EDOG has been stable across timeframes, ranging from 0.54 to 0.58 - a consistent structural relationship.

BFOR vs. EDOG - Sectors Allocation Comparison

Sectors	BFOR	EDOG
Financial Services	20.9%	11.0%
Technology	20.9%	9.4%
Industrials	16.5%	11.3%
Healthcare	11.7%	10.3%
Consumer Cyclical	10.7%	6.1%
Energy	6.9%	11.2%
Consumer Defensive	4.0%	9.6%
Communication Services	3.8%	5.4%
Basic Materials	2.8%	6.0%
Utilities	1.8%	10.2%
Real Estate	-	-

Return for Risk

BFOR vs. EDOG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BFOR

BFOR Risk / Return Rank: 55
BFOR Sharpe Ratio Rank: 52
BFOR Sortino Ratio Rank: 54
BFOR Omega Ratio Rank: 48
BFOR Calmar Ratio Rank: 60
BFOR Martin Ratio Rank: 60

EDOG

EDOG Risk / Return Rank: 32
EDOG Sharpe Ratio Rank: 31
EDOG Sortino Ratio Rank: 30
EDOG Omega Ratio Rank: 32
EDOG Calmar Ratio Rank: 34
EDOG Martin Ratio Rank: 32

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BFOR vs. EDOG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and ALPS Emerging Sector Dividend Dogs ETF (EDOG). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BFOR	EDOG	Difference
Sharpe ratio: Return per unit of total volatility	1.65	1.07	+0.58
Sortino ratio: Return per unit of downside risk	2.43	1.54	+0.89
Omega ratio: Gain probability vs. loss probability	1.29	1.21	+0.08
Calmar ratio: Return relative to maximum drawdown	2.75	1.60	+1.15
Martin ratio: Return relative to average drawdown	10.06	4.24	+5.83

BFOR vs. EDOG - Sharpe Ratio Comparison

The current BFOR Sharpe Ratio is 1.65, which is higher than the EDOG Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of BFOR and EDOG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BFOR vs. EDOG - Drawdown Comparison

The maximum BFOR drawdown since its inception was -41.27%, smaller than the maximum EDOG drawdown of -44.29%. Use the drawdown chart below to compare losses from any high point for BFOR and EDOG.

Drawdown Indicators

	BFOR	EDOG	Difference
Max Drawdown Largest peak-to-trough decline	-41.27%	-44.29%	+3.02%
Max Drawdown (1Y) Largest decline over 1 year	-8.98%	-10.73%	+1.75%
Max Drawdown (3Y) Largest decline over 3 years	-21.91%	-15.29%	-6.62%
Max Drawdown (5Y) Largest decline over 5 years	-25.93%	-26.54%	+0.61%
Max Drawdown (10Y) Largest decline over 10 years	-41.27%	-44.29%	+3.02%
Current Drawdown Current decline from peak	-0.71%	-9.54%	+8.83%
Average Drawdown Average peak-to-trough decline	-6.40%	-11.20%	+4.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.45%	4.05%	-1.60%

Volatility

BFOR vs. EDOG - Volatility Comparison

ALPS Barron's 400 ETF (BFOR) and ALPS Emerging Sector Dividend Dogs ETF (EDOG) have volatilities of 4.11% and 4.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BFOR	EDOG	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.11%	4.04%	+0.07%
Volatility (6M) Calculated over the trailing 6-month period	10.97%	14.23%	-3.26%
Volatility (1Y) Calculated over the trailing 1-year period	15.03%	16.05%	-1.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.46%	15.42%	+4.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.40%	17.42%	+2.98%

BFOR vs. EDOG - Expense Ratio Comparison

BFOR has a 0.65% expense ratio, which is higher than EDOG's 0.60% expense ratio.

Dividends

BFOR vs. EDOG - Dividend Comparison

BFOR's dividend yield for the trailing twelve months is around 0.53%, less than EDOG's 5.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BFOR ALPS Barron's 400 ETF	0.53%	0.60%	0.69%	1.26%	1.68%	0.92%	0.98%	0.69%	0.94%	0.60%	0.78%	0.86%
EDOG ALPS Emerging Sector Dividend Dogs ETF	5.06%	4.50%	6.55%	6.53%	5.07%	4.11%	2.60%	4.93%	5.37%	2.89%	2.97%	4.55%

Frequently Asked Questions

Can I hold both BFOR and EDOG in my portfolio?

BFOR and EDOG have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BFOR or EDOG?

BFOR has higher volatility (4.11%) compared to EDOG (4.04%). In terms of maximum drawdown, BFOR dropped -41.27% vs EDOG's -44.29%.

Which ETF is better, BFOR or EDOG?

On 10-year performance, BFOR leads with 13.11% vs 6.34% for EDOG. On fees, EDOG is cheaper at 0.60% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BFOR or EDOG?

Over the 10-year period, BFOR has performed better with a 13.11% return vs 6.34%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, BFOR or EDOG?

EDOG is cheaper with a 0.60% expense ratio, compared with 0.65% for BFOR.

Which ETF pays a higher dividend yield, BFOR or EDOG?

EDOG has the higher dividend yield at 5.06%, compared with 0.53% for BFOR.

What is the main difference between BFOR and EDOG?

BFOR is categorized as Mid Cap Blend Equities, while EDOG is Emerging Markets Equities. BFOR tracks Barron's 400 Index, while EDOG tracks S-Network Emerging Sector Dividend Dogs Index. Their fees differ too: 0.65% for BFOR and 0.60% for EDOG.

Which has better risk-adjusted returns?

BFOR currently has the higher Sharpe Ratio (1.65 vs 1.07), 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.