BFOR vs. ESIX ETF Comparison

Comparison of Barron's 400 (BFOR) to SPDR S&P SmallCap 600 ESG ETF (ESIX)

BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$69.91

Average Daily Volume

4,272

Number of Holdings ^*

384

* may have additional holdings in another (foreign) market

ESIX

SPDR S&P SmallCap 600 ESG ETF

ESIX Description

SPDR S&P SmallCap 600 ESG ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of small-cap companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the S&P SmallCap 600 ESG Index, by using representative sampling technique. SPDR S&P SmallCap 600 ESG ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$31.07

Average Daily Volume

3,726

Number of Holdings ^*

369

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	ESIX
30 Days	1.95%	1.65%
60 Days	1.11%	0.46%
90 Days	5.94%	8.01%
12 Months	23.45%	21.74%

49 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in ESIX	Overlap
AGYS	D	0.33%	0.25%	0.25%
ALG	D	0.21%	0.22%	0.21%
AMPH	C	0.26%	0.21%	0.21%
APAM	C	0.22%	0.34%	0.22%
APOG	C	0.27%	0.17%	0.17%
AROC	D	0.26%	0.34%	0.26%
BMI	A	0.31%	0.71%	0.31%
BRC	B	0.31%	0.39%	0.31%
CAL	F	0.2%	0.15%	0.15%
CALM	B	0.29%	0.34%	0.29%
CASH	B	0.31%	0.2%	0.2%
CATY	C	0.25%	0.36%	0.25%
CHCO	B	0.27%	0.2%	0.2%
COLL	C	0.24%	0.14%	0.14%
CPRX	B	0.31%	0.26%	0.26%
CUBI	F	0.22%	0.17%	0.17%
DNOW	D	0.2%	0.15%	0.15%
DY	C	0.33%	0.65%	0.33%
FBP	D	0.29%	0.4%	0.29%
FCF	C	0.29%	0.2%	0.2%
FFBC	C	0.27%	0.28%	0.27%
FSS	D	0.27%	0.63%	0.27%
FTDR	B	0.37%	0.45%	0.37%
GES	F	0.18%	0.06%	0.06%
HP	F	0.19%	0.37%	0.19%
HRMY	B	0.3%	0.14%	0.14%
IBP	C	0.22%	0.59%	0.22%
IDCC	B	0.31%	0.4%	0.31%
LPG	F	0.22%	0.14%	0.14%
LRN	B	0.32%	0.38%	0.32%
MGY	D	0.24%	0.51%	0.24%
MLI	B	0.32%	0.93%	0.32%
NBHC	D	0.28%	0.18%	0.18%
OFG	C	0.29%	0.24%	0.24%
OXM	D	0.19%	0.15%	0.15%
PARR	F	0.12%	0.12%	0.12%
PFBC	C	0.26%	0.11%	0.11%
PRFT	A	0.29%	0.32%	0.29%
SIG	C	0.22%	0.42%	0.22%
SLVM	B	0.29%	0.31%	0.29%
SM	F	0.21%	0.55%	0.21%
STBA	C	0.32%	0.19%	0.19%
TBBK	B	0.31%	0.29%	0.29%
TNC	D	0.2%	0.21%	0.2%
UFPT	C	0.38%	0.25%	0.25%
VRRM	D	0.29%	0.54%	0.29%
WDFC	C	0.25%	0.41%	0.25%
WNC	F	0.17%	0.1%	0.1%
YELP	F	0.21%	0.27%	0.21%

BFOR Overweight 335 Positions Relative to ESIX

Symbol	Grade	Weight
APP	B	0.43%
BOOT	B	0.42%
THC	B	0.4%
LNTH	C	0.4%
COKE	C	0.38%
CORT	B	0.37%
IESC	C	0.37%
TPL	C	0.37%
FSLR	D	0.36%
HALO	B	0.36%
USLM	B	0.35%
TGLS	B	0.35%
CRUS	D	0.35%
GRBK	B	0.35%
LMB	C	0.35%
DOCS	B	0.34%
VST	C	0.34%
NVDA	D	0.34%
TRGP	B	0.34%
MOD	C	0.33%
UTHR	C	0.33%
VRT	C	0.32%
RCL	B	0.32%
MSI	B	0.32%
ISRG	B	0.32%
CFB	C	0.32%
ANET	C	0.32%
CTAS	B	0.32%
RMD	B	0.32%
GDDY	D	0.32%
EFSC	C	0.31%
BSX	B	0.31%
AVGO	C	0.31%
PODD	B	0.31%
COST	B	0.31%
CPNG	B	0.31%
CASY	C	0.31%
SYBT	C	0.31%
BBW	C	0.31%
PEG	A	0.31%
BURL	B	0.31%
QCRH	C	0.31%
AAPL	D	0.31%
NTB	C	0.3%
FCNCA	D	0.3%
TOL	B	0.3%
AX	D	0.3%
PANW	C	0.3%
PHM	B	0.3%
ACGL	A	0.3%
EBAY	A	0.3%
TJX	B	0.3%
EME	A	0.3%
PRDO	D	0.3%
BY	C	0.3%
VLTO	B	0.3%
WMB	A	0.3%
DHI	B	0.3%
KKR	B	0.3%
AMAL	B	0.3%
LII	A	0.3%
MCO	B	0.3%
MCB	C	0.3%
MPWR	C	0.3%
PYPL	B	0.29%
AAON	A	0.29%
NOW	B	0.29%
HIG	B	0.29%
BOKF	B	0.29%
ANF	D	0.29%
KO	B	0.29%
PSN	B	0.29%
OSBC	B	0.29%
NYT	C	0.29%
BRO	B	0.29%
CL	C	0.29%
NVR	B	0.29%
TW	A	0.28%
WWD	D	0.28%
NTAP	D	0.28%
STRL	C	0.28%
G	B	0.28%
ADP	A	0.28%
CNA	C	0.28%
FIX	B	0.28%
WES	C	0.28%
EXLS	B	0.28%
NFLX	B	0.28%
IBKR	B	0.28%
INGR	B	0.28%
BDC	B	0.28%
WSM	C	0.28%
CINF	B	0.28%
VRTX	C	0.28%
APH	D	0.28%
AXP	B	0.28%
ALSN	B	0.28%
RGA	B	0.28%
UAL	C	0.28%
WSFS	D	0.28%
MTB	B	0.28%
DVA	A	0.28%
PNC	B	0.28%
CBT	B	0.28%
DKS	D	0.28%
MBWM	C	0.28%
GM	C	0.28%
PFC	C	0.28%
AMZN	C	0.27%
TXRH	D	0.27%
SYF	D	0.27%
DOV	B	0.27%
ROL	B	0.27%
JPM	D	0.27%
OSIS	C	0.27%
POWL	C	0.27%
PH	B	0.27%
BKNG	B	0.27%
IBM	A	0.27%
PAYX	B	0.27%
GILD	B	0.27%
HOMB	C	0.27%
IBOC	C	0.27%
BKE	B	0.27%
AIT	C	0.27%
IRMD	B	0.27%
PKG	B	0.27%
LEN	B	0.27%
ECL	A	0.27%
UTI	D	0.27%
SRCE	C	0.27%
RF	C	0.27%
FITB	B	0.27%
TSCO	B	0.27%
GOOGL	D	0.27%
MA	A	0.26%
CION	B	0.26%
EXP	A	0.26%
RMR	C	0.26%
HBAN	B	0.26%
CMG	C	0.26%
XOM	D	0.26%
EA	C	0.26%
MSFT	C	0.26%
FFIV	A	0.26%
LOPE	D	0.26%
TFX	B	0.26%
BKR	D	0.26%
BCSF	B	0.26%
WTFC	C	0.26%
MPLX	B	0.26%
ESGR	D	0.26%
PEP	B	0.26%
URI	C	0.26%
GPK	A	0.26%
RNR	B	0.26%
FCN	C	0.26%
META	B	0.26%
ONB	C	0.26%
ADSK	B	0.25%
CROX	C	0.25%
JKHY	A	0.25%
CAT	C	0.25%
V	A	0.25%
HESM	C	0.25%
EWBC	D	0.25%
GNE	D	0.25%
WRB	C	0.25%
GOLF	D	0.25%
DECK	C	0.25%
MDLZ	B	0.25%
L	C	0.25%
GWW	B	0.25%
PEGA	C	0.25%
GRNT	D	0.25%
HUBB	B	0.25%
SYK	B	0.25%
TNK	D	0.25%
APO	C	0.25%
MANH	A	0.25%
FCX	D	0.25%
OC	C	0.25%
XYL	D	0.25%
ZTS	B	0.25%
CPAY	C	0.25%
BR	B	0.25%
INCY	C	0.25%
FTNT	B	0.25%
EPD	A	0.25%
ROST	C	0.25%
ADBE	D	0.25%
QCOM	D	0.24%
MBIN	C	0.24%
KAI	C	0.24%
KEYS	C	0.24%
DCI	D	0.24%
RL	B	0.24%
AGM	D	0.24%
GPOR	C	0.24%
CFR	C	0.24%
CSCO	C	0.24%
ESAB	C	0.24%
CTSH	B	0.24%
THR	D	0.24%
JAKK	D	0.24%
MSCI	C	0.24%
EG	B	0.24%
INTU	C	0.24%
CHD	B	0.24%
HSY	B	0.24%
HY	D	0.24%
CQP	F	0.24%
AYI	B	0.24%
BSY	D	0.24%
SLM	D	0.24%
FDS	C	0.23%
OTTR	D	0.23%
BLD	D	0.23%
A	C	0.23%
AOS	D	0.23%
IPG	C	0.23%
FANG	F	0.23%
GMS	C	0.23%
DMLP	D	0.23%
FAST	C	0.23%
HCC	D	0.23%
NSSC	D	0.23%
INSW	D	0.23%
BYD	C	0.23%
SNA	B	0.23%
FOUR	C	0.23%
ZM	C	0.23%
STZ	C	0.23%
SYY	C	0.23%
VEEV	C	0.23%
J	D	0.23%
GGG	C	0.22%
BMY	C	0.22%
TROW	D	0.22%
VLO	F	0.22%
MPC	F	0.22%
CHX	D	0.22%
GPC	D	0.22%
VMC	D	0.22%
WBS	D	0.22%
LBRT	D	0.22%
NEU	C	0.22%
WMS	D	0.22%
TPR	C	0.22%
KNSL	C	0.22%
CMCSA	D	0.22%
WFC	F	0.22%
PAYC	D	0.22%
AMAT	D	0.22%
CPRT	F	0.22%
BLDR	C	0.22%
HOG	C	0.22%
IDXX	C	0.22%
NVEC	F	0.22%
CF	C	0.22%
RPRX	C	0.22%
DOX	C	0.22%
IQV	C	0.22%
DRI	C	0.22%
OZK	D	0.22%
PCTY	D	0.22%
ON	D	0.21%
SSD	C	0.21%
DFH	C	0.21%
OSK	D	0.21%
STLD	F	0.21%
MEDP	D	0.21%
MLM	D	0.21%
RS	D	0.21%
SNPS	D	0.21%
TEX	D	0.21%
NBIX	D	0.21%
MOH	C	0.21%
CDNS	D	0.21%
ODFL	D	0.21%
UAA	C	0.21%
SMLR	F	0.2%
WFRD	D	0.2%
ASO	C	0.2%
BTU	D	0.2%
DDS	D	0.2%
GL	C	0.2%
CNM	F	0.2%
FOR	D	0.2%
WST	F	0.2%
PCAR	D	0.2%
MGM	D	0.2%
MNST	C	0.2%
MCHP	D	0.2%
PSX	F	0.2%
NUE	D	0.19%
HAL	F	0.19%
VC	F	0.19%
MTDR	F	0.19%
NKE	D	0.19%
TNET	D	0.19%
LPLA	F	0.19%
PLAB	D	0.19%
GNTX	F	0.19%
SAIA	D	0.18%
PAX	F	0.18%
LVS	D	0.18%
RES	F	0.18%
HEES	D	0.18%
ULTA	D	0.17%
TREX	F	0.17%
VYGR	F	0.17%
LECO	D	0.17%
JBL	D	0.17%
BRKR	D	0.17%
ABNB	D	0.17%
QLYS	F	0.17%
TWI	D	0.16%
CVI	F	0.16%
JBI	F	0.16%
ZYXI	F	0.15%
LW	D	0.15%
BLMN	F	0.14%
ACMR	F	0.14%
AMR	F	0.14%
ELF	F	0.14%
METC	F	0.13%
DXCM	F	0.13%
ARCT	F	0.13%
SHLS	D	0.12%
ATKR	F	0.12%
FIVE	D	0.11%
SMCI	F	0.1%
CELH	F	0.09%
NFE	F	0.08%

BFOR Underweight 320 Positions Relative to ESIX

Symbol	Grade	Weight
ENSG	A	-1.03%
FN	D	-0.95%
ATI	D	-0.93%
MTH	B	-0.85%
SPSC	D	-0.84%
GKOS	D	-0.77%
MMSI	A	-0.69%
COOP	B	-0.69%
LUMN	C	-0.67%
JXN	B	-0.66%
NSIT	C	-0.66%
BCPC	C	-0.65%
AWI	C	-0.65%
OGN	C	-0.63%
RDN	C	-0.62%
ALK	C	-0.61%
ACIW	B	-0.6%
BCC	C	-0.59%
LNC	D	-0.59%
BOX	A	-0.58%
SEE	D	-0.58%
ITRI	C	-0.56%
ALKS	C	-0.55%
PECO	B	-0.55%
GPI	B	-0.54%
SLG	B	-0.53%
MATX	C	-0.53%
AL	D	-0.53%
MHO	B	-0.52%
FUL	D	-0.52%
CTRE	A	-0.52%
ITGR	B	-0.5%
ACA	C	-0.5%
PIPR	B	-0.49%
AGO	C	-0.48%
TPH	C	-0.48%
FELE	D	-0.46%
ABCB	B	-0.46%
HASI	B	-0.46%
SHAK	C	-0.45%
DXC	C	-0.45%
AEIS	D	-0.44%
SEM	D	-0.44%
KFY	B	-0.44%
ICUI	B	-0.43%
AEO	F	-0.43%
PBH	B	-0.43%
MAC	B	-0.42%
WD	B	-0.42%
SKT	B	-0.41%
PLXS	B	-0.41%
UCBI	B	-0.41%
FORM	F	-0.41%
HIW	A	-0.41%
ACLS	F	-0.4%
AUB	C	-0.4%
GVA	B	-0.39%
APLE	D	-0.39%
BXMT	C	-0.39%
ABM	D	-0.38%
CVCO	B	-0.38%
SXT	D	-0.38%
NMIH	B	-0.38%
FULT	D	-0.38%
SHOO	B	-0.37%
CWT	A	-0.37%
SMPL	D	-0.37%
CRC	C	-0.37%
DORM	B	-0.37%
EAT	B	-0.37%
NPO	D	-0.37%
CBU	C	-0.36%
RUSHA	C	-0.36%
AWR	B	-0.36%
DIOD	F	-0.35%
FHB	C	-0.35%
LXP	B	-0.35%
LCII	C	-0.34%
GNW	B	-0.34%
JBT	D	-0.33%
HUBG	C	-0.33%
TNDM	C	-0.33%
NWL	C	-0.33%
SMTC	C	-0.32%
PJT	C	-0.32%
IOSP	D	-0.32%
DEI	A	-0.32%
ATGE	D	-0.32%
REZI	D	-0.32%
CCS	B	-0.32%
SFNC	B	-0.31%
BKU	C	-0.31%
UE	B	-0.3%
BOH	C	-0.3%
TRN	C	-0.3%
SITM	C	-0.3%
CWK	B	-0.3%
BL	D	-0.3%
INDB	C	-0.3%
PRGS	B	-0.3%
DV	F	-0.3%
MYGN	C	-0.29%
PTEN	F	-0.29%
PLMR	B	-0.28%
PFS	C	-0.28%
ADUS	B	-0.28%
AAP	F	-0.28%
ARCB	D	-0.28%
AKR	B	-0.28%
MTX	F	-0.28%
CWEN	A	-0.28%
GFF	C	-0.28%
HNI	C	-0.28%
AZZ	D	-0.27%
TDS	B	-0.27%
CNMD	D	-0.27%
PPBI	D	-0.27%
KWR	D	-0.27%
SNEX	C	-0.26%
PSMT	B	-0.26%
EPAC	B	-0.26%
CARG	B	-0.26%
HBI	B	-0.26%
KLIC	D	-0.26%
SBCF	C	-0.26%
SHO	D	-0.25%
STRA	D	-0.25%
PINC	C	-0.25%
EVTC	D	-0.25%
KSS	F	-0.25%
VCEL	F	-0.25%
IBTX	B	-0.24%
KMT	B	-0.24%
OMCL	C	-0.24%
FL	D	-0.24%
RNST	D	-0.24%
ROCK	D	-0.24%
HI	F	-0.23%
MLKN	D	-0.23%
JBLU	D	-0.23%
BANR	B	-0.23%
ENR	D	-0.23%
BANC	C	-0.23%
STC	B	-0.23%
ROIC	B	-0.23%
THS	C	-0.23%
PRG	B	-0.23%
EXTR	C	-0.22%
EPC	F	-0.22%
VIAV	D	-0.22%
OI	D	-0.22%
SJW	C	-0.21%
TALO	F	-0.21%
VECO	F	-0.21%
LZB	C	-0.21%
CENTA	D	-0.21%
DRH	C	-0.21%
B	D	-0.21%
LGND	C	-0.21%
HAYW	D	-0.21%
WGO	D	-0.2%
DFIN	B	-0.2%
AMN	F	-0.2%
LTC	B	-0.2%
RAMP	F	-0.2%
PDCO	D	-0.2%
ROG	D	-0.2%
GEO	D	-0.2%
CAKE	D	-0.2%
TRUP	B	-0.19%
MYRG	F	-0.19%
FBK	B	-0.19%
PZZA	D	-0.19%
HLIT	C	-0.19%
LKFN	C	-0.19%
BHE	C	-0.18%
HTH	C	-0.18%
THRM	D	-0.18%
STAA	F	-0.18%
JBGS	B	-0.18%
KN	D	-0.18%
NWN	B	-0.18%
PEB	D	-0.18%
SCL	D	-0.18%
BANF	B	-0.18%
HMN	C	-0.17%
DEA	B	-0.17%
SONO	F	-0.17%
NTCT	D	-0.17%
GBX	C	-0.17%
DVAX	D	-0.17%
ALEX	B	-0.17%
HOPE	C	-0.17%
TRIP	F	-0.17%
ANDE	D	-0.17%
CSGS	C	-0.16%
MGPI	C	-0.16%
VRTS	D	-0.16%
LNN	C	-0.16%
XNCR	C	-0.16%
AMWD	C	-0.16%
HLX	F	-0.16%
WOR	F	-0.16%
XHR	C	-0.16%
DAN	F	-0.15%
PMT	C	-0.15%
SAFT	C	-0.15%
UNIT	C	-0.15%
KW	C	-0.15%
SBH	C	-0.15%
USPH	F	-0.15%
AAT	B	-0.15%
SEDG	F	-0.14%
SDGR	F	-0.14%
XRX	F	-0.14%
COHU	D	-0.14%
NGVT	F	-0.14%
NVEE	F	-0.14%
EIG	B	-0.14%
NX	D	-0.14%
NAVI	C	-0.14%
CERT	F	-0.14%
FWRD	C	-0.13%
CSR	C	-0.13%
AVNS	B	-0.13%
CARS	D	-0.13%
TILE	B	-0.13%
BHLB	C	-0.13%
WWW	B	-0.13%
SCSC	D	-0.13%
MSEX	C	-0.13%
KALU	D	-0.13%
OMI	D	-0.13%
ECPG	C	-0.13%
ARLO	F	-0.13%
QNST	C	-0.12%
SGH	F	-0.12%
RWT	A	-0.12%
PBI	D	-0.12%
TGI	F	-0.12%
EMBC	C	-0.11%
AMSF	C	-0.11%
CWEN	A	-0.11%
SBSI	C	-0.11%
ODP	F	-0.11%
UTL	B	-0.11%
MMI	C	-0.11%
FDP	B	-0.11%
CRK	D	-0.11%
RCUS	C	-0.11%
CBRL	F	-0.1%
JBSS	F	-0.1%
GPRE	F	-0.1%
EYE	F	-0.1%
JACK	F	-0.1%
DCOM	B	-0.1%
VTOL	D	-0.1%
UNFI	C	-0.1%
BDN	B	-0.1%
MD	C	-0.1%
HSII	C	-0.09%
SPTN	C	-0.09%
ASIX	C	-0.09%
MNRO	D	-0.09%
HFWA	C	-0.09%
HAYN	D	-0.09%
NVRI	D	-0.09%
KOP	F	-0.09%
PRAA	F	-0.09%
CLB	D	-0.09%
PRA	C	-0.08%
SXC	F	-0.08%
BGS	D	-0.08%
VVI	D	-0.08%
AXL	F	-0.08%
CENX	D	-0.08%
BJRI	D	-0.08%
KELYA	D	-0.08%
INN	C	-0.08%
TMP	C	-0.08%
MATW	F	-0.08%
HAIN	D	-0.08%
CPF	B	-0.08%
VIR	F	-0.08%
SHEN	F	-0.08%
HAFC	C	-0.07%
THRY	D	-0.07%
RGNX	D	-0.07%
NBR	F	-0.07%
SMP	C	-0.07%
ALGT	F	-0.07%
MTUS	F	-0.07%
PCRX	F	-0.07%
WSR	D	-0.07%
HPP	F	-0.07%
EGBN	C	-0.07%
TRST	C	-0.07%
IRWD	F	-0.07%
GOGO	F	-0.06%
AMBC	F	-0.06%
CVGW	B	-0.06%
GDOT	C	-0.06%
LESL	F	-0.06%
USNA	F	-0.05%
PAHC	B	-0.05%
UFCS	D	-0.05%
FLGT	D	-0.05%
CCRN	F	-0.05%
DIN	F	-0.05%
VREX	F	-0.05%
CLW	F	-0.05%
CNSL	A	-0.04%
HVT	D	-0.04%
CENT	D	-0.04%
WRLD	D	-0.04%
NUS	F	-0.04%
CRSR	F	-0.03%
MERC	F	-0.03%
CMP	F	-0.03%
MOV	F	-0.03%