BFOR vs. VOO
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and Vanguard S&P 500 ETF (VOO).
BFOR and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both BFOR and VOO 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 VOO.
Key characteristics
| BFOR | VOO | |
|---|---|---|
| YTD Return | 4.55% | 6.62% |
| 1Y Return | 26.24% | 25.71% |
| 3Y Return (Ann) | 4.76% | 8.15% |
| 5Y Return (Ann) | 10.40% | 13.32% |
| 10Y Return (Ann) | 9.09% | 12.46% |
| Sharpe Ratio | 1.68 | 2.13 |
| Daily Std Dev | 15.34% | 11.67% |
| Max Drawdown | -41.26% | -33.99% |
| Current Drawdown | -4.24% | -3.56% |
Correlation
The correlation between BFOR and VOO 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. VOO - Performance Comparison
In the year-to-date period, BFOR achieves a 4.55% return, which is significantly lower than VOO's 6.62% return. Over the past 10 years, BFOR has underperformed VOO with an annualized return of 9.09%, while VOO has yielded a comparatively higher 12.46% 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. VOO - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BFOR vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 1.20%, less than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOR ALPS Barron's 400 ETF | 1.20% | 1.26% | 1.68% | 0.92% | 0.98% | 0.69% | 0.94% | 0.60% | 0.78% | 0.86% | 0.72% | 0.18% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BFOR vs. VOO - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BFOR and VOO. For additional features, visit the drawdowns tool.
Volatility
BFOR vs. VOO - Volatility Comparison
ALPS Barron's 400 ETF (BFOR) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.15% and 4.04%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.