BFOR vs. SYLD
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and Cambria Shareholder Yield ETF (SYLD).
BFOR and SYLD 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. SYLD is an actively managed fund by Cambria. It was launched on May 14, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFOR or SYLD.
Key characteristics
| BFOR | SYLD | |
|---|---|---|
| YTD Return | 5.30% | 5.30% |
| 1Y Return | 24.31% | 23.94% |
| 3Y Return (Ann) | 5.29% | 6.72% |
| 5Y Return (Ann) | 10.88% | 16.44% |
| 10Y Return (Ann) | 9.19% | 12.05% |
| Sharpe Ratio | 1.69 | 1.59 |
| Daily Std Dev | 15.34% | 15.84% |
| Max Drawdown | -41.26% | -45.36% |
| Current Drawdown | -3.55% | -3.59% |
Correlation
The correlation between BFOR and SYLD is 0.90, 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. SYLD - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with BFOR at 5.30% and SYLD at 5.30%. Over the past 10 years, BFOR has underperformed SYLD with an annualized return of 9.19%, while SYLD has yielded a comparatively higher 12.05% 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. SYLD - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than SYLD's 0.59% expense ratio.
Risk-Adjusted Performance
BFOR vs. SYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and Cambria Shareholder Yield ETF (SYLD). 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. SYLD - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 1.19%, less than SYLD's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 1.19% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% | 0.18% |
SYLD Cambria Shareholder Yield ETF | 1.76% | 1.92% | 2.20% | 2.22% | 1.99% | 2.08% | 2.52% | 1.40% | 1.92% | 2.11% | 1.77% | 0.83% |
Drawdowns
BFOR vs. SYLD - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, smaller than the maximum SYLD drawdown of -45.36%. Use the drawdown chart below to compare losses from any high point for BFOR and SYLD. For additional features, visit the drawdowns tool.
Volatility
BFOR vs. SYLD - Volatility Comparison
ALPS Barron's 400 ETF (BFOR) has a higher volatility of 3.71% compared to Cambria Shareholder Yield ETF (SYLD) at 3.31%. This indicates that BFOR's price experiences larger fluctuations and is considered to be riskier than SYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.