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BFOR vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BFOR and VOO is 0.86, 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.


-0.50.00.51.00.9

Performance

BFOR vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Barron's 400 ETF (BFOR) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
12.67%
9.97%
BFOR
VOO

Key characteristics

Sharpe Ratio

BFOR:

1.23

VOO:

2.22

Sortino Ratio

BFOR:

1.77

VOO:

2.95

Omega Ratio

BFOR:

1.22

VOO:

1.42

Calmar Ratio

BFOR:

2.38

VOO:

3.27

Martin Ratio

BFOR:

7.03

VOO:

14.57

Ulcer Index

BFOR:

2.73%

VOO:

1.90%

Daily Std Dev

BFOR:

15.67%

VOO:

12.47%

Max Drawdown

BFOR:

-41.26%

VOO:

-33.99%

Current Drawdown

BFOR:

-6.47%

VOO:

-1.77%

Returns By Period

In the year-to-date period, BFOR achieves a 19.48% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, BFOR has underperformed VOO with an annualized return of 9.83%, while VOO has yielded a comparatively higher 13.12% annualized return.


BFOR

YTD

19.48%

1M

-5.69%

6M

12.67%

1Y

19.20%

5Y*

12.70%

10Y*

9.83%

VOO

YTD

26.92%

1M

0.27%

6M

10.43%

1Y

27.36%

5Y*

14.95%

10Y*

13.12%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BFOR vs. VOO - Expense Ratio Comparison

BFOR has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.


BFOR
ALPS Barron's 400 ETF
Expense ratio chart for BFOR: current value at 0.70% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.70%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

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.


Sharpe ratio
The chart of Sharpe ratio for BFOR, currently valued at 1.23, compared to the broader market0.002.004.001.232.20
The chart of Sortino ratio for BFOR, currently valued at 1.77, compared to the broader market-2.000.002.004.006.008.0010.001.772.93
The chart of Omega ratio for BFOR, currently valued at 1.22, compared to the broader market0.501.001.502.002.503.001.221.41
The chart of Calmar ratio for BFOR, currently valued at 2.38, compared to the broader market0.005.0010.0015.002.383.24
The chart of Martin ratio for BFOR, currently valued at 7.03, compared to the broader market0.0020.0040.0060.0080.00100.007.0314.39
BFOR
VOO

The current BFOR Sharpe Ratio is 1.23, which is lower than the VOO Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of BFOR and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
1.23
2.20
BFOR
VOO

Dividends

BFOR vs. VOO - Dividend Comparison

BFOR's dividend yield for the trailing twelve months is around 0.68%, less than VOO's 1.23% yield.


TTM20232022202120202019201820172016201520142013
BFOR
ALPS Barron's 400 ETF
0.68%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
1.23%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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-6.47%
-1.77%
BFOR
VOO

Volatility

BFOR vs. VOO - Volatility Comparison

ALPS Barron's 400 ETF (BFOR) has a higher volatility of 4.69% compared to Vanguard S&P 500 ETF (VOO) at 3.77%. This indicates that BFOR's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
4.69%
3.77%
BFOR
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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