Correlation
The correlation between BFOR and FXAIX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
BFOR vs. FXAIX
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and Fidelity 500 Index Fund (FXAIX).
BFOR is a passively managed fund by SS&C that tracks the performance of the Barron's 400. It was launched on Jun 4, 2013. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFOR or FXAIX.
Performance
BFOR vs. FXAIX - Performance Comparison
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Key characteristics
BFOR:
0.57
FXAIX:
0.75
BFOR:
0.90
FXAIX:
1.07
BFOR:
1.12
FXAIX:
1.15
BFOR:
0.52
FXAIX:
0.72
BFOR:
1.66
FXAIX:
2.73
BFOR:
6.87%
FXAIX:
4.85%
BFOR:
21.46%
FXAIX:
19.78%
BFOR:
-41.26%
FXAIX:
-33.79%
BFOR:
-6.26%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, BFOR achieves a 1.65% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, BFOR has underperformed FXAIX with an annualized return of 9.28%, while FXAIX has yielded a comparatively higher 12.68% annualized return.
BFOR
1.65%
6.96%
-5.97%
11.39%
10.63%
15.12%
9.28%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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BFOR vs. FXAIX - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BFOR vs. FXAIX — Risk-Adjusted Performance Rank
BFOR
FXAIX
BFOR vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and Fidelity 500 Index Fund (FXAIX). 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.
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Dividends
BFOR vs. FXAIX - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 0.68%, less than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 0.68% | 0.69% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
BFOR vs. FXAIX - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BFOR and FXAIX.
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Volatility
BFOR vs. FXAIX - Volatility Comparison
ALPS Barron's 400 ETF (BFOR) has a higher volatility of 5.35% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that BFOR's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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