BFOR vs. VTWO
Compare and contrast key facts about ALPS Barron's 400 ETF (BFOR) and Vanguard Russell 2000 ETF (VTWO).
BFOR and VTWO 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. VTWO is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Index. It was launched on Sep 20, 2010. Both BFOR and VTWO 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 VTWO.
Key characteristics
| BFOR | VTWO | |
|---|---|---|
| YTD Return | 11.54% | 8.73% |
| 1Y Return | 20.87% | 18.67% |
| 3Y Return (Ann) | 6.58% | 1.03% |
| 5Y Return (Ann) | 12.47% | 8.23% |
| 10Y Return (Ann) | 9.34% | 8.14% |
| Sharpe Ratio | 1.42 | 0.95 |
| Daily Std Dev | 15.89% | 21.39% |
| Max Drawdown | -41.26% | -41.19% |
| Current Drawdown | -1.91% | -6.75% |
Correlation
The correlation between BFOR and VTWO is 0.94, 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. VTWO - Performance Comparison
In the year-to-date period, BFOR achieves a 11.54% return, which is significantly higher than VTWO's 8.73% return. Over the past 10 years, BFOR has outperformed VTWO with an annualized return of 9.34%, while VTWO has yielded a comparatively lower 8.14% 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. VTWO - Expense Ratio Comparison
BFOR has a 0.70% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
BFOR vs. VTWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS Barron's 400 ETF (BFOR) and Vanguard Russell 2000 ETF (VTWO). 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. VTWO - Dividend Comparison
BFOR's dividend yield for the trailing twelve months is around 1.13%, less than VTWO's 1.36% 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% |
VTWO Vanguard Russell 2000 ETF | 1.36% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% | 1.04% |
Drawdowns
BFOR vs. VTWO - Drawdown Comparison
The maximum BFOR drawdown since its inception was -41.26%, roughly equal to the maximum VTWO drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for BFOR and VTWO. For additional features, visit the drawdowns tool.
Volatility
BFOR vs. VTWO - Volatility Comparison
The current volatility for ALPS Barron's 400 ETF (BFOR) is 5.25%, while Vanguard Russell 2000 ETF (VTWO) has a volatility of 6.68%. This indicates that BFOR experiences smaller price fluctuations and is considered to be less risky than VTWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.