BFOR vs. IMCB ETF Comparison

Comparison of Barron's 400 (BFOR) to iShares Morningstar Mid-Cap ETF (IMCB)
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

$78.80

Average Daily Volume

4,071

Number of Holdings *

388

* may have additional holdings in another (foreign) market
IMCB

iShares Morningstar Mid-Cap ETF

IMCB Description IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

Grade (RS Rating)

Last Trade

$81.50

Average Daily Volume

28,342

Number of Holdings *

447

* may have additional holdings in another (foreign) market
Performance
Period BFOR IMCB
30 Days 9.34% 6.60%
60 Days 10.13% 7.43%
90 Days 11.66% 9.78%
12 Months 38.09% 32.75%
128 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in IMCB Overlap
ACGL D 0.2% 0.33% 0.2%
ADSK A 0.26% 0.58% 0.26%
AFL B 0.23% 0.49% 0.23%
AKAM D 0.2% 0.12% 0.12%
ALL A 0.24% 0.45% 0.24%
AMP A 0.29% 0.49% 0.29%
AOS F 0.2% 0.08% 0.08%
APA D 0.21% 0.07% 0.07%
APP B 0.56% 0.52% 0.52%
AXON A 0.36% 0.38% 0.36%
BKR B 0.29% 0.38% 0.29%
BLDR D 0.22% 0.19% 0.19%
BMRN D 0.21% 0.11% 0.11%
BR A 0.25% 0.23% 0.23%
BRO B 0.24% 0.24% 0.24%
BURL A 0.22% 0.15% 0.15%
CASY A 0.24% 0.13% 0.13%
CCL B 0.31% 0.21% 0.21%
CF B 0.24% 0.14% 0.14%
CHD B 0.23% 0.23% 0.23%
CHDN B 0.23% 0.09% 0.09%
CHTR C 0.26% 0.34% 0.26%
CINF A 0.25% 0.2% 0.2%
COR B 0.23% 0.37% 0.23%
CPAY A 0.27% 0.23% 0.23%
CPRT A 0.26% 0.44% 0.26%
CSL C 0.24% 0.18% 0.18%
CTSH B 0.24% 0.36% 0.24%
DECK A 0.26% 0.24% 0.24%
DHI D 0.19% 0.43% 0.19%
DKS C 0.21% 0.1% 0.1%
DOV A 0.24% 0.24% 0.24%
DRI B 0.24% 0.18% 0.18%
DT C 0.24% 0.13% 0.13%
DVA B 0.21% 0.07% 0.07%
DVN F 0.23% 0.22% 0.22%
EA A 0.26% 0.35% 0.26%
EBAY D 0.22% 0.28% 0.22%
EG C 0.21% 0.14% 0.14%
EME C 0.28% 0.21% 0.21%
EXPE B 0.31% 0.2% 0.2%
FANG D 0.24% 0.28% 0.24%
FAST B 0.27% 0.41% 0.27%
FCNCA A 0.26% 0.24% 0.24%
FDS B 0.25% 0.17% 0.17%
FFIV B 0.26% 0.13% 0.13%
FITB A 0.26% 0.28% 0.26%
FIX A 0.29% 0.14% 0.14%
FLEX A 0.29% 0.14% 0.14%
FOX A 0.27% 0.05% 0.05%
FSLR F 0.19% 0.17% 0.17%
FTNT C 0.28% 0.54% 0.28%
GDDY A 0.28% 0.22% 0.22%
GGG B 0.24% 0.13% 0.13%
HEI B 0.24% 0.1% 0.1%
HEI B 0.24% 0.15% 0.15%
HES B 0.25% 0.36% 0.25%
HIG B 0.23% 0.3% 0.23%
HOLX D 0.21% 0.16% 0.16%
HSY F 0.2% 0.23% 0.2%
HUBB B 0.25% 0.21% 0.21%
HWM A 0.27% 0.41% 0.27%
IBKR A 0.31% 0.17% 0.17%
IPG D 0.21% 0.1% 0.1%
IQV D 0.2% 0.33% 0.2%
IT C 0.24% 0.36% 0.24%
JKHY D 0.22% 0.11% 0.11%
KMB D 0.21% 0.39% 0.21%
LEN D 0.21% 0.01% 0.01%
LEN D 0.21% 0.35% 0.21%
LII A 0.23% 0.17% 0.17%
MANH D 0.24% 0.15% 0.15%
MEDP D 0.21% 0.07% 0.07%
MLM B 0.25% 0.32% 0.25%
MOH F 0.2% 0.16% 0.16%
MPWR F 0.15% 0.24% 0.15%
MRO B 0.25% 0.14% 0.14%
MTB A 0.28% 0.31% 0.28%
NBIX C 0.23% 0.11% 0.11%
NRG B 0.26% 0.17% 0.17%
NTAP C 0.23% 0.21% 0.21%
NTRS A 0.27% 0.19% 0.19%
NVR D 0.22% 0.24% 0.22%
ODFL B 0.27% 0.37% 0.27%
OKE A 0.26% 0.55% 0.26%
ON D 0.22% 0.25% 0.22%
PAYC B 0.3% 0.1% 0.1%
PAYX C 0.25% 0.42% 0.25%
PHM D 0.21% 0.24% 0.21%
PLTR B 0.37% 1.04% 0.37%
PODD C 0.26% 0.16% 0.16%
RCL A 0.32% 0.48% 0.32%
RGA A 0.24% 0.13% 0.13%
RJF A 0.31% 0.27% 0.27%
RMD C 0.21% 0.3% 0.21%
RNR C 0.22% 0.12% 0.12%
ROL B 0.22% 0.13% 0.13%
ROST C 0.21% 0.41% 0.21%
SNA A 0.29% 0.17% 0.17%
SSNC B 0.23% 0.14% 0.14%
SYF B 0.31% 0.23% 0.23%
SYY B 0.22% 0.33% 0.22%
TDY B 0.26% 0.2% 0.2%
THC D 0.23% 0.14% 0.14%
TOL B 0.23% 0.14% 0.14%
TPL A 0.37% 0.23% 0.23%
TRGP B 0.29% 0.37% 0.29%
TSCO D 0.23% 0.26% 0.23%
TW A 0.25% 0.13% 0.13%
UAL A 0.41% 0.26% 0.26%
UHS D 0.19% 0.11% 0.11%
UNM A 0.29% 0.11% 0.11%
URI B 0.26% 0.5% 0.26%
UTHR C 0.25% 0.13% 0.13%
VEEV C 0.24% 0.3% 0.24%
VLTO D 0.21% 0.21% 0.21%
VRSN F 0.23% 0.14% 0.14%
VRT B 0.32% 0.39% 0.32%
WDAY B 0.25% 0.51% 0.25%
WEC A 0.23% 0.27% 0.23%
WING D 0.19% 0.09% 0.09%
WMB A 0.28% 0.59% 0.28%
WMS D 0.2% 0.08% 0.08%
WRB A 0.23% 0.16% 0.16%
WSM B 0.21% 0.14% 0.14%
XYL D 0.21% 0.26% 0.21%
ZBH C 0.23% 0.2% 0.2%
ZM B 0.28% 0.17% 0.17%
BFOR Overweight 262 Positions Relative to IMCB
Symbol Grade Weight
LEU C 0.45%
POWL C 0.4%
IESC B 0.38%
AGX B 0.38%
USLM A 0.38%
UPWK B 0.34%
PAY B 0.34%
STRL B 0.33%
AAON B 0.32%
APO B 0.32%
PAYO A 0.32%
CORT B 0.32%
RMBS C 0.31%
ALSN B 0.31%
IDCC A 0.31%
WFC A 0.31%
AIT A 0.3%
PCTY B 0.3%
PEGA A 0.3%
DOCS C 0.3%
SFM A 0.3%
TILE B 0.3%
NEWT B 0.29%
SUM B 0.29%
NVDA C 0.29%
HLNE B 0.29%
MCB B 0.29%
SKWD A 0.29%
EXEL B 0.29%
MLI C 0.29%
CEIX A 0.29%
EWBC A 0.29%
LRN A 0.28%
PYPL B 0.28%
BBW B 0.28%
BL B 0.28%
NFLX A 0.28%
QCRH A 0.28%
TXRH C 0.28%
PPC C 0.28%
CRS A 0.28%
BKNG A 0.28%
TGTX B 0.28%
APOG B 0.28%
AX A 0.28%
CW B 0.27%
TMUS B 0.27%
PANW C 0.27%
DAKT B 0.27%
IBOC A 0.27%
UTI A 0.27%
MTDR B 0.27%
PFBC B 0.27%
NOG A 0.27%
QLYS C 0.27%
BY B 0.27%
CASH A 0.27%
WT B 0.27%
FOUR B 0.27%
NRP B 0.27%
ERII D 0.27%
HCKT B 0.27%
USAP B 0.27%
CSWI A 0.27%
MWA B 0.27%
AWI A 0.27%
IBCP B 0.26%
WHD B 0.26%
GOOGL C 0.26%
BFC B 0.26%
WABC B 0.26%
MSI B 0.26%
ACIW B 0.26%
ITT A 0.26%
HCI C 0.26%
MGY A 0.26%
FN D 0.26%
CMPO A 0.26%
LPX B 0.26%
CEG D 0.26%
LOPE B 0.26%
OZK B 0.26%
CUBI C 0.26%
PEBO A 0.26%
NIC B 0.26%
FTI A 0.26%
ATR B 0.26%
ACMR F 0.26%
AMZN C 0.26%
ARLP A 0.26%
AMAL B 0.26%
CVLT B 0.26%
FTDR A 0.26%
APH A 0.26%
PH A 0.26%
TRN C 0.26%
FULT A 0.26%
OII B 0.26%
CNO A 0.26%
G B 0.26%
RL B 0.26%
JPM A 0.26%
MLR B 0.26%
ORRF B 0.26%
XOM B 0.25%
DCI B 0.25%
SLVM B 0.25%
ANF C 0.25%
ISRG A 0.25%
RBA A 0.25%
AXP A 0.25%
VIRT B 0.25%
REVG B 0.25%
ANET C 0.25%
WLDN D 0.25%
YELP C 0.25%
FIZZ C 0.25%
PLMR B 0.25%
ADP B 0.25%
WTS B 0.25%
IPAR B 0.25%
BELFB C 0.25%
SRCE B 0.25%
LAUR A 0.25%
ORCL B 0.25%
CAT B 0.25%
IRMD C 0.25%
APD A 0.25%
FCF A 0.25%
INGR B 0.25%
MCRI A 0.25%
ADMA B 0.25%
MBWM B 0.25%
DBX B 0.25%
SM B 0.25%
OSBC A 0.25%
EXP A 0.25%
AIZ A 0.25%
LKFN B 0.25%
EOG A 0.25%
TCMD A 0.25%
CBT C 0.24%
XPEL C 0.24%
CME A 0.24%
FBP B 0.24%
EPD A 0.24%
CMG B 0.24%
AAPL C 0.24%
FMBH B 0.24%
TBBK B 0.24%
V A 0.24%
AMPY C 0.24%
FSS B 0.24%
CTAS B 0.24%
PLAB C 0.24%
OSIS B 0.24%
HNI B 0.24%
MOD A 0.24%
MPLX A 0.24%
ET A 0.24%
MA C 0.24%
HWKN B 0.24%
CPRX C 0.24%
WWD B 0.24%
SIG B 0.24%
CQP B 0.24%
META D 0.24%
MSFT F 0.23%
MPC D 0.23%
STBA B 0.23%
CACI D 0.23%
TEX D 0.23%
DY D 0.23%
CHWY B 0.23%
MCO B 0.23%
NYT C 0.23%
OFG B 0.23%
BRC D 0.23%
OTTR C 0.23%
TJX A 0.23%
PGR A 0.23%
TGT F 0.23%
NOV C 0.23%
LNN B 0.23%
TRIN A 0.23%
SCCO F 0.23%
COOP B 0.23%
GL B 0.23%
JWN C 0.23%
ADBE C 0.23%
THR B 0.23%
BMI B 0.23%
COST B 0.23%
KNSL B 0.23%
SBR B 0.23%
SYK C 0.23%
CWCO C 0.22%
CBOE B 0.22%
HESM B 0.22%
TPH D 0.22%
IBM C 0.22%
WES C 0.22%
SHOO D 0.22%
CNA B 0.22%
IMMR C 0.22%
UFPT B 0.22%
MSA D 0.22%
NEU C 0.22%
SO D 0.22%
SPGI C 0.22%
KOS F 0.22%
MMM D 0.22%
FDX B 0.22%
AMAT F 0.22%
ECL D 0.22%
QCOM F 0.22%
YETI C 0.22%
WFRD D 0.21%
MBIN D 0.21%
SKX D 0.21%
ZTS D 0.21%
VITL D 0.21%
VAL D 0.21%
JNJ D 0.21%
HRB D 0.21%
IBP D 0.21%
TH C 0.21%
EGY D 0.21%
FC F 0.21%
COKE C 0.21%
MHO D 0.21%
AMPH D 0.21%
PEP F 0.21%
NSSC D 0.21%
HALO F 0.2%
HOG D 0.2%
FCN D 0.2%
CL D 0.2%
YOU D 0.2%
KLAC D 0.2%
BOOT D 0.2%
GRBK D 0.2%
ONTO D 0.2%
FMC D 0.2%
DFIN D 0.2%
HY D 0.2%
PTGX C 0.2%
COLL F 0.19%
DFH D 0.19%
LLY F 0.19%
INSW F 0.19%
LNW D 0.19%
HRMY D 0.19%
HRTG C 0.18%
SIGA F 0.18%
CRUS D 0.18%
CROX D 0.17%
LNTH D 0.17%
BLBD D 0.17%
TDW F 0.16%
ASC F 0.15%
REGN F 0.15%
BFOR Underweight 319 Positions Relative to IMCB
Symbol Grade Weight
GEV B -0.79%
COF B -0.61%
GM B -0.57%
CARR D -0.55%
HLT A -0.54%
TFC A -0.54%
NSC B -0.53%
TRV B -0.52%
PCAR B -0.52%
DLR B -0.51%
JCI C -0.5%
SRE A -0.5%
FICO B -0.5%
BK A -0.5%
MSTR C -0.5%
TTD B -0.49%
SPG B -0.48%
COIN C -0.48%
DASH A -0.47%
AZO C -0.47%
GWW B -0.46%
PSA D -0.46%
KMI A -0.46%
CMI A -0.44%
FIS C -0.44%
AEP D -0.44%
O D -0.43%
AIG B -0.43%
PWR A -0.42%
MSCI C -0.42%
LNG B -0.42%
SQ B -0.41%
NEM D -0.41%
TEL B -0.41%
LHX C -0.41%
D C -0.41%
VST B -0.4%
PRU A -0.4%
CCI D -0.39%
AME A -0.39%
VLO C -0.39%
PCG A -0.39%
PEG A -0.38%
DFS B -0.38%
F C -0.38%
IR B -0.37%
DAL C -0.37%
OTIS C -0.36%
VRSK A -0.36%
KVUE A -0.36%
FERG B -0.36%
STZ D -0.35%
TEAM A -0.35%
EW C -0.35%
KR B -0.35%
CTVA C -0.35%
CBRE B -0.35%
XEL A -0.34%
A D -0.34%
YUM B -0.34%
DDOG A -0.34%
VMC B -0.33%
EXC C -0.33%
GIS D -0.32%
HPQ B -0.32%
KDP D -0.32%
GLW B -0.32%
LULU C -0.32%
DD D -0.31%
MCHP D -0.31%
IDXX F -0.31%
NUE C -0.31%
DELL C -0.31%
HUBS A -0.31%
HUM C -0.3%
EXR D -0.3%
WAB B -0.3%
VICI C -0.29%
WTW B -0.29%
GRMN B -0.29%
GEHC F -0.29%
ROK B -0.29%
ED D -0.29%
IRM D -0.29%
DOW F -0.28%
ARES A -0.28%
EIX B -0.28%
EFX F -0.28%
ALNY D -0.28%
AVB B -0.28%
NDAQ A -0.27%
CPNG D -0.27%
CSGP D -0.27%
CNC D -0.27%
ETR B -0.27%
PPG F -0.26%
ANSS B -0.26%
GPN B -0.26%
TTWO A -0.26%
CAH B -0.26%
DXCM D -0.26%
KHC F -0.25%
STT A -0.25%
KEYS A -0.24%
RBLX C -0.24%
NET B -0.24%
HPE B -0.24%
VTR C -0.23%
AWK D -0.23%
TYL B -0.23%
MTD D -0.23%
TROW B -0.23%
FTV C -0.23%
HAL C -0.23%
PPL B -0.22%
DTE C -0.22%
WST C -0.22%
ADM D -0.22%
EQR B -0.22%
SW A -0.22%
HBAN A -0.22%
LPLA A -0.21%
SBAC D -0.21%
BIIB F -0.21%
AEE A -0.21%
RF A -0.21%
EQT B -0.21%
CDW F -0.21%
WAT B -0.2%
WY D -0.2%
ILMN D -0.2%
LDOS C -0.2%
PTC A -0.2%
IFF D -0.2%
PKG A -0.19%
CFG B -0.19%
K A -0.19%
LYB F -0.19%
ES D -0.19%
ATO A -0.19%
STE F -0.19%
MKL A -0.19%
WBD C -0.19%
CMS C -0.18%
ZBRA B -0.18%
PFG D -0.18%
LH C -0.18%
STLD B -0.18%
WDC D -0.18%
CLX B -0.18%
OMC C -0.18%
MDB C -0.18%
FE C -0.18%
MKC D -0.17%
CTRA B -0.17%
EXE B -0.17%
ZS C -0.17%
LYV A -0.17%
INVH D -0.17%
CNP B -0.17%
LUV C -0.17%
TRU D -0.17%
ESS B -0.17%
IP B -0.17%
BALL D -0.17%
DKNG B -0.17%
STX D -0.17%
LVS C -0.17%
COO D -0.17%
BAH F -0.17%
J F -0.16%
FWONK B -0.16%
BBY D -0.16%
KEY B -0.16%
TSN B -0.16%
ULTA F -0.16%
WSO A -0.16%
MAA B -0.16%
NTRA B -0.16%
HOOD B -0.15%
ALGN D -0.15%
KIM A -0.15%
TER D -0.15%
OC A -0.15%
DG F -0.15%
ARE D -0.15%
EXPD D -0.15%
TRMB B -0.15%
XPO B -0.15%
GEN B -0.15%
RS B -0.15%
GPC D -0.15%
NTNX A -0.15%
IEX B -0.15%
MAS D -0.15%
DGX A -0.15%
PNR A -0.15%
PINS D -0.15%
RPM A -0.15%
JBHT C -0.14%
SUI D -0.14%
L A -0.14%
FNF B -0.14%
AVY D -0.14%
NI A -0.14%
BAX D -0.14%
TXT D -0.14%
DOCU A -0.14%
TWLO A -0.14%
JBL B -0.13%
AVTR F -0.13%
RVTY F -0.13%
EVRG A -0.13%
SAIA B -0.13%
AMCR D -0.13%
ACM A -0.13%
EL F -0.13%
DOC D -0.13%
DPZ C -0.13%
USFD A -0.13%
LNT A -0.13%
VTRS A -0.13%
ENTG D -0.13%
PSTG D -0.13%
SWK D -0.12%
CAG D -0.12%
NDSN B -0.12%
PFGC B -0.12%
MRNA F -0.12%
UDR B -0.12%
SWKS F -0.12%
DLTR F -0.12%
POOL C -0.12%
EPAM C -0.12%
EQH B -0.12%
OVV B -0.11%
LECO B -0.11%
EMN D -0.11%
DAY B -0.11%
ALB C -0.11%
AMH D -0.11%
HST C -0.11%
SCI B -0.11%
NVT B -0.11%
REG B -0.11%
BXP D -0.11%
KMX B -0.11%
JNPR F -0.11%
OKTA C -0.11%
BG F -0.11%
ALLE D -0.11%
GLPI C -0.11%
CLH B -0.11%
INCY C -0.11%
CPT B -0.11%
ELS C -0.11%
APTV D -0.11%
TTEK F -0.1%
CCK C -0.1%
FND C -0.1%
TAP C -0.1%
NWSA B -0.1%
FOXA B -0.1%
CG A -0.1%
BLD D -0.1%
RRX B -0.1%
TECH D -0.1%
SNAP C -0.1%
LW C -0.1%
SJM D -0.1%
WPC D -0.1%
CNH C -0.09%
ALLY C -0.09%
SRPT D -0.09%
AES F -0.09%
CRL C -0.09%
ERIE D -0.09%
RPRX D -0.09%
LKQ D -0.09%
AFG A -0.09%
BJ A -0.09%
MOS F -0.08%
ENPH F -0.08%
CPB D -0.08%
HRL D -0.08%
TFX F -0.08%
SMCI F -0.08%
AR B -0.08%
WYNN D -0.08%
MGM D -0.08%
MORN B -0.08%
EXAS D -0.08%
SOLV C -0.08%
WTRG B -0.08%
ACI C -0.07%
CNM D -0.07%
HII D -0.07%
CE F -0.07%
PCOR B -0.06%
UHAL D -0.06%
QRVO F -0.06%
WBA F -0.06%
BSY D -0.06%
SIRI C -0.06%
AZPN A -0.06%
DINO D -0.06%
BRKR D -0.05%
U C -0.05%
SNX C -0.05%
BEN C -0.05%
CELH F -0.04%
WLK D -0.04%
COTY F -0.03%
NWS B -0.03%
PAG B -0.03%
FWONA B -0.02%
ALAB B -0.02%
AGR B -0.02%
UHAL D -0.0%
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