BFOR vs. SCHG
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BFOR and SCHG 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. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009. Both BFOR and SCHG 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 SCHG.
Key characteristics
| BFOR | SCHG | |
|---|---|---|
| YTD Return | 11.54% | 22.96% |
| 1Y Return | 20.87% | 33.53% |
| 3Y Return (Ann) | 6.58% | 10.15% |
| 5Y Return (Ann) | 12.47% | 19.67% |
| 10Y Return (Ann) | 9.34% | 16.11% |
| Sharpe Ratio | 1.42 | 1.97 |
| Daily Std Dev | 15.89% | 17.38% |
| Max Drawdown | -41.26% | -34.59% |
| Current Drawdown | -1.91% | -3.69% |
Correlation
The correlation between BFOR and SCHG is 0.79, 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. SCHG - Performance Comparison
In the year-to-date period, BFOR achieves a 11.54% return, which is significantly lower than SCHG's 22.96% return. Over the past 10 years, BFOR has underperformed SCHG with an annualized return of 9.34%, while SCHG has yielded a comparatively higher 16.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BFOR vs. SCHG - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
BFOR vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 1.13%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 1.13% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% | 0.18% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.27% | 1.22% | 1.09% | 1.07% |
Drawdowns
BFOR vs. SCHG - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BFOR and SCHG. For additional features, visit the drawdowns tool.
Volatility
BFOR vs. SCHG - Volatility Comparison
The current volatility for ALPS Barron's 400 ETF (BFOR) is 5.25%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.98%. This indicates that BFOR experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.