BFOR vs. SPY
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and SPDR S&P 500 ETF (SPY).
BFOR and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both BFOR and SPY 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 SPY.
Correlation
The correlation between BFOR and SPY 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.
Performance
BFOR vs. SPY - Performance Comparison
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Key characteristics
BFOR:
0.38
SPY:
0.50
BFOR:
0.73
SPY:
0.88
BFOR:
1.10
SPY:
1.13
BFOR:
0.39
SPY:
0.56
BFOR:
1.27
SPY:
2.17
BFOR:
6.76%
SPY:
4.85%
BFOR:
21.10%
SPY:
20.02%
BFOR:
-41.26%
SPY:
-55.19%
BFOR:
-9.13%
SPY:
-7.65%
Returns By Period
In the year-to-date period, BFOR achieves a -1.47% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, BFOR has underperformed SPY with an annualized return of 9.01%, while SPY has yielded a comparatively higher 12.35% annualized return.
BFOR
-1.47%
11.18%
-6.80%
8.03%
15.92%
9.01%
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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BFOR vs. SPY - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BFOR vs. SPY — Risk-Adjusted Performance Rank
BFOR
SPY
BFOR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 0.70%, less than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 0.70% | 0.69% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BFOR vs. SPY - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BFOR and SPY. For additional features, visit the drawdowns tool.
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Volatility
BFOR vs. SPY - Volatility Comparison
The current volatility for ALPS Barron's 400 ETF (BFOR) is 6.97%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that BFOR experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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