BFOR vs. MOAT
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
BFOR and MOAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012. Both BFOR and MOAT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFOR or MOAT.
Correlation
The correlation between BFOR and MOAT is 0.84, 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.
Performance
BFOR vs. MOAT - Performance Comparison
Key characteristics
BFOR:
1.25
MOAT:
0.76
BFOR:
1.83
MOAT:
1.10
BFOR:
1.23
MOAT:
1.14
BFOR:
2.27
MOAT:
1.32
BFOR:
5.82
MOAT:
3.07
BFOR:
3.31%
MOAT:
2.83%
BFOR:
15.38%
MOAT:
11.50%
BFOR:
-41.26%
MOAT:
-33.31%
BFOR:
-3.64%
MOAT:
-4.90%
Returns By Period
In the year-to-date period, BFOR achieves a 4.49% return, which is significantly higher than MOAT's -0.10% return. Over the past 10 years, BFOR has underperformed MOAT with an annualized return of 9.84%, while MOAT has yielded a comparatively higher 13.09% annualized return.
BFOR
4.49%
0.70%
10.29%
21.26%
13.56%
9.84%
MOAT
-0.10%
-1.57%
0.78%
9.52%
11.99%
13.09%
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BFOR vs. MOAT - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
BFOR vs. MOAT — Risk-Adjusted Performance Rank
BFOR
MOAT
BFOR vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.
Dividends
BFOR vs. MOAT - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 0.66%, less than MOAT's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 0.66% | 0.69% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.37% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
BFOR vs. MOAT - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for BFOR and MOAT. For additional features, visit the drawdowns tool.
Volatility
BFOR vs. MOAT - Volatility Comparison
ALPS Barron's 400 ETF (BFOR) has a higher volatility of 3.50% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 3.07%. This indicates that BFOR's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.