BFOR vs. IVOG ETF Comparison

Comparison of Barron's 400 (BFOR) to Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)

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

$71.69

Average Daily Volume

4,236

Number of Holdings ^*

384

* may have additional holdings in another (foreign) market

IVOG

Vanguard S&P Mid-Cap 400 Growth ETF

IVOG Description

The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400Â® Growth Index, which represents the growth companies of the S&P MidCap 400 Index. The index measures the performance of mid-capitalization growth stocks. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Grade (RS Rating)

Last Trade

$114.56

Average Daily Volume

26,939

Number of Holdings ^*

245

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	IVOG
30 Days	4.53%	3.24%
60 Days	4.16%	2.38%
90 Days	8.79%	4.21%
12 Months	27.94%	26.30%

66 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in IVOG	Overlap
AAON	B	0.29%	0.41%	0.29%
AIT	A	0.27%	0.57%	0.27%
ANF	D	0.29%	0.51%	0.29%
AYI	B	0.24%	0.27%	0.24%
BLD	D	0.23%	1.03%	0.23%
BRKR	D	0.17%	0.27%	0.17%
BURL	B	0.31%	0.68%	0.31%
BYD	C	0.23%	0.28%	0.23%
CASY	D	0.31%	0.98%	0.31%
CBT	B	0.28%	0.25%	0.25%
CELH	F	0.09%	0.47%	0.09%
CFR	C	0.24%	0.21%	0.21%
CHX	F	0.22%	0.3%	0.22%
CNM	F	0.2%	0.35%	0.2%
COKE	C	0.38%	0.36%	0.36%
CROX	D	0.25%	0.55%	0.25%
CRUS	D	0.35%	0.27%	0.27%
DCI	C	0.24%	0.35%	0.24%
DKS	D	0.28%	0.45%	0.28%
DOCS	B	0.34%	0.12%	0.12%
ELF	F	0.14%	0.65%	0.14%
EME	B	0.3%	1.2%	0.3%
ESAB	C	0.24%	0.39%	0.24%
EWBC	D	0.25%	0.45%	0.25%
EXLS	B	0.28%	0.22%	0.22%
EXP	B	0.26%	0.64%	0.26%
FCN	D	0.26%	0.52%	0.26%
FIVE	D	0.11%	0.27%	0.11%
FIX	B	0.28%	0.8%	0.28%
GGG	C	0.22%	0.98%	0.22%
GNTX	F	0.19%	0.31%	0.19%
HALO	C	0.36%	0.48%	0.36%
IBKR	B	0.28%	0.51%	0.28%
IBOC	D	0.27%	0.11%	0.11%
INGR	B	0.28%	0.2%	0.2%
KNSL	C	0.22%	0.69%	0.22%
LECO	F	0.17%	0.79%	0.17%
LII	B	0.3%	1.27%	0.3%
LNTH	D	0.4%	0.49%	0.4%
LOPE	D	0.26%	0.31%	0.26%
MANH	B	0.25%	1.07%	0.25%
MEDP	F	0.21%	0.61%	0.21%
MTDR	F	0.19%	0.48%	0.19%
NBIX	F	0.21%	0.97%	0.21%
NEU	D	0.22%	0.26%	0.22%
NYT	C	0.29%	0.6%	0.29%
OC	D	0.25%	1.1%	0.25%
OZK	D	0.22%	0.17%	0.17%
PCTY	C	0.22%	0.44%	0.22%
QLYS	F	0.17%	0.37%	0.17%
RNR	C	0.26%	0.46%	0.26%
RS	D	0.21%	1.19%	0.21%
SAIA	D	0.18%	0.75%	0.18%
SLM	D	0.24%	0.14%	0.14%
SSD	D	0.21%	0.55%	0.21%
TEX	F	0.21%	0.16%	0.16%
TOL	B	0.3%	1.01%	0.3%
TPL	B	0.37%	0.72%	0.37%
TREX	D	0.17%	0.62%	0.17%
TXRH	C	0.27%	0.79%	0.27%
UTHR	C	0.33%	0.42%	0.33%
VC	F	0.19%	0.1%	0.1%
WFRD	F	0.2%	0.59%	0.2%
WMS	D	0.22%	0.82%	0.22%
WSM	D	0.28%	1.35%	0.28%
WWD	D	0.28%	0.65%	0.28%

BFOR Overweight 318 Positions Relative to IVOG

Symbol	Grade	Weight
APP	C	0.43%
BOOT	A	0.42%
THC	A	0.4%
UFPT	B	0.38%
CORT	C	0.37%
FTDR	B	0.37%
IESC	D	0.37%
FSLR	C	0.36%
USLM	B	0.35%
TGLS	B	0.35%
GRBK	B	0.35%
LMB	B	0.35%
VST	C	0.34%
NVDA	D	0.34%
TRGP	B	0.34%
DY	B	0.33%
AGYS	D	0.33%
MOD	A	0.33%
VRT	C	0.32%
RCL	B	0.32%
STBA	B	0.32%
MSI	B	0.32%
ISRG	B	0.32%
CFB	D	0.32%
ANET	B	0.32%
MLI	B	0.32%
CTAS	B	0.32%
LRN	B	0.32%
RMD	C	0.32%
GDDY	C	0.32%
CPRX	B	0.31%
BRC	C	0.31%
IDCC	C	0.31%
EFSC	C	0.31%
BSX	B	0.31%
AVGO	C	0.31%
PODD	B	0.31%
COST	B	0.31%
CPNG	B	0.31%
SYBT	A	0.31%
BBW	C	0.31%
PEG	C	0.31%
CASH	B	0.31%
QCRH	B	0.31%
TBBK	B	0.31%
AAPL	C	0.31%
BMI	A	0.31%
NTB	C	0.3%
FCNCA	D	0.3%
AX	D	0.3%
PANW	D	0.3%
PHM	B	0.3%
ACGL	C	0.3%
EBAY	B	0.3%
TJX	B	0.3%
HRMY	B	0.3%
PRDO	D	0.3%
BY	D	0.3%
VLTO	C	0.3%
WMB	B	0.3%
DHI	B	0.3%
KKR	B	0.3%
AMAL	B	0.3%
MCO	B	0.3%
MCB	C	0.3%
MPWR	C	0.3%
PYPL	B	0.29%
NOW	B	0.29%
HIG	B	0.29%
BOKF	B	0.29%
OFG	C	0.29%
FBP	C	0.29%
KO	C	0.29%
CALM	A	0.29%
PSN	B	0.29%
SLVM	B	0.29%
OSBC	C	0.29%
VRRM	D	0.29%
BRO	C	0.29%
PRFT	B	0.29%
CL	D	0.29%
FCF	C	0.29%
NVR	B	0.29%
TW	B	0.28%
NTAP	D	0.28%
STRL	B	0.28%
G	C	0.28%
ADP	B	0.28%
CNA	C	0.28%
WES	D	0.28%
NFLX	B	0.28%
BDC	B	0.28%
CINF	C	0.28%
VRTX	D	0.28%
APH	D	0.28%
AXP	B	0.28%
ALSN	B	0.28%
RGA	C	0.28%
UAL	C	0.28%
WSFS	D	0.28%
MTB	B	0.28%
DVA	B	0.28%
PNC	B	0.28%
MBWM	D	0.28%
GM	C	0.28%
NBHC	D	0.28%
PFC	C	0.28%
AMZN	C	0.27%
SYF	C	0.27%
DOV	B	0.27%
ROL	C	0.27%
JPM	D	0.27%
OSIS	D	0.27%
POWL	C	0.27%
PH	B	0.27%
BKNG	C	0.27%
IBM	B	0.27%
PAYX	C	0.27%
GILD	B	0.27%
HOMB	B	0.27%
FSS	D	0.27%
BKE	B	0.27%
IRMD	C	0.27%
PKG	B	0.27%
CHCO	B	0.27%
APOG	B	0.27%
LEN	B	0.27%
ECL	B	0.27%
UTI	D	0.27%
FFBC	D	0.27%
SRCE	D	0.27%
RF	B	0.27%
FITB	B	0.27%
TSCO	C	0.27%
GOOGL	D	0.27%
MA	B	0.26%
CION	C	0.26%
RMR	C	0.26%
HBAN	B	0.26%
CMG	C	0.26%
PFBC	D	0.26%
XOM	C	0.26%
EA	D	0.26%
MSFT	C	0.26%
FFIV	B	0.26%
AROC	D	0.26%
AMPH	C	0.26%
TFX	C	0.26%
BKR	C	0.26%
BCSF	B	0.26%
WTFC	C	0.26%
MPLX	B	0.26%
ESGR	D	0.26%
PEP	C	0.26%
URI	B	0.26%
GPK	B	0.26%
META	B	0.26%
ONB	C	0.26%
ADSK	C	0.25%
WDFC	C	0.25%
JKHY	B	0.25%
CAT	B	0.25%
V	C	0.25%
HESM	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%
CATY	C	0.25%
PEGA	C	0.25%
GRNT	D	0.25%
HUBB	B	0.25%
SYK	C	0.25%
TNK	F	0.25%
APO	C	0.25%
FCX	D	0.25%
XYL	D	0.25%
ZTS	C	0.25%
CPAY	B	0.25%
BR	D	0.25%
INCY	C	0.25%
FTNT	C	0.25%
EPD	B	0.25%
ROST	C	0.25%
ADBE	F	0.25%
QCOM	D	0.24%
MBIN	D	0.24%
KAI	C	0.24%
COLL	C	0.24%
KEYS	C	0.24%
RL	C	0.24%
AGM	D	0.24%
GPOR	D	0.24%
CSCO	C	0.24%
CTSH	C	0.24%
THR	D	0.24%
MGY	C	0.24%
JAKK	C	0.24%
MSCI	C	0.24%
EG	C	0.24%
INTU	C	0.24%
CHD	D	0.24%
HSY	C	0.24%
HY	F	0.24%
CQP	F	0.24%
BSY	D	0.24%
FDS	C	0.23%
OTTR	F	0.23%
A	C	0.23%
AOS	D	0.23%
IPG	C	0.23%
FANG	D	0.23%
GMS	D	0.23%
DMLP	D	0.23%
FAST	C	0.23%
HCC	F	0.23%
NSSC	F	0.23%
INSW	D	0.23%
SNA	C	0.23%
FOUR	C	0.23%
ZM	C	0.23%
STZ	D	0.23%
SYY	D	0.23%
VEEV	C	0.23%
J	C	0.23%
CUBI	F	0.22%
IBP	D	0.22%
BMY	C	0.22%
TROW	D	0.22%
VLO	F	0.22%
MPC	F	0.22%
GPC	D	0.22%
VMC	D	0.22%
WBS	D	0.22%
LBRT	D	0.22%
APAM	C	0.22%
TPR	C	0.22%
CMCSA	D	0.22%
WFC	D	0.22%
PAYC	D	0.22%
SIG	C	0.22%
AMAT	D	0.22%
CPRT	D	0.22%
BLDR	C	0.22%
HOG	C	0.22%
IDXX	C	0.22%
NVEC	D	0.22%
CF	C	0.22%
RPRX	C	0.22%
DOX	C	0.22%
LPG	F	0.22%
IQV	C	0.22%
DRI	B	0.22%
ON	D	0.21%
DFH	C	0.21%
OSK	F	0.21%
STLD	F	0.21%
SM	F	0.21%
MLM	D	0.21%
SNPS	F	0.21%
ALG	D	0.21%
MOH	D	0.21%
CDNS	D	0.21%
YELP	F	0.21%
ODFL	D	0.21%
UAA	C	0.21%
SMLR	F	0.2%
CAL	F	0.2%
ASO	C	0.2%
BTU	D	0.2%
DNOW	D	0.2%
DDS	F	0.2%
TNC	F	0.2%
GL	C	0.2%
FOR	C	0.2%
WST	D	0.2%
PCAR	D	0.2%
MGM	F	0.2%
MNST	D	0.2%
MCHP	F	0.2%
PSX	F	0.2%
NUE	F	0.19%
HAL	F	0.19%
HP	F	0.19%
NKE	D	0.19%
TNET	F	0.19%
LPLA	D	0.19%
PLAB	F	0.19%
OXM	F	0.19%
PAX	F	0.18%
GES	F	0.18%
LVS	D	0.18%
RES	D	0.18%
HEES	D	0.18%
ULTA	D	0.17%
WNC	F	0.17%
VYGR	F	0.17%
JBL	D	0.17%
ABNB	D	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%
METC	F	0.13%
DXCM	F	0.13%
ARCT	F	0.13%
SHLS	D	0.12%
ATKR	F	0.12%
PARR	F	0.12%
SMCI	F	0.1%
NFE	F	0.08%

BFOR Underweight 179 Positions Relative to IVOG

Symbol	Grade	Weight
CSL	B	-1.35%
PSTG	F	-1.24%
WSO	C	-1.06%
RBA	B	-0.99%
NVT	D	-0.82%
CLH	A	-0.81%
OVV	F	-0.79%
ITT	B	-0.79%
TTEK	C	-0.77%
WING	B	-0.75%
SRPT	D	-0.73%
DT	C	-0.72%
CHRD	F	-0.72%
FND	C	-0.71%
LNW	B	-0.66%
OLED	C	-0.66%
MUSA	D	-0.65%
CHDN	C	-0.65%
ONTO	D	-0.64%
TPX	C	-0.62%
BWXT	D	-0.62%
BMRN	F	-0.61%
SKX	D	-0.59%
PRI	B	-0.59%
RGEN	D	-0.59%
RBC	C	-0.57%
RPM	B	-0.57%
ELS	C	-0.56%
MORN	C	-0.56%
HRB	C	-0.55%
UFPI	C	-0.55%
PR	F	-0.54%
CR	C	-0.54%
AXTA	B	-0.53%
HLI	B	-0.53%
AVTR	B	-0.52%
WEX	C	-0.52%
RRC	D	-0.51%
LSCC	D	-0.5%
CW	B	-0.5%
EQH	C	-0.48%
SWN	D	-0.48%
AMH	C	-0.47%
MSA	D	-0.47%
GTLS	F	-0.46%
EXEL	C	-0.46%
H	C	-0.45%
CIVI	F	-0.44%
PLNT	B	-0.44%
PEN	D	-0.44%
XPO	D	-0.43%
RYAN	D	-0.43%
DUOL	B	-0.43%
ERIE	B	-0.43%
EVR	A	-0.42%
OLLI	C	-0.41%
VVV	D	-0.41%
ACHC	C	-0.41%
VNT	F	-0.41%
LAMR	B	-0.41%
GLPI	C	-0.4%
CUBE	C	-0.4%
SCI	B	-0.4%
ACM	B	-0.39%
WTS	C	-0.39%
ATR	B	-0.39%
DBX	D	-0.39%
RMBS	F	-0.38%
EGP	B	-0.38%
CG	D	-0.35%
CHE	C	-0.35%
CCK	A	-0.34%
ALTR	D	-0.34%
TTC	D	-0.33%
BCO	B	-0.33%
VAL	F	-0.33%
WTRG	D	-0.33%
APPF	D	-0.32%
RGLD	C	-0.32%
WLK	D	-0.32%
MTN	D	-0.31%
DTM	B	-0.31%
LSTR	D	-0.31%
LFUS	C	-0.31%
ALV	F	-0.3%
EHC	C	-0.29%
GXO	D	-0.29%
REXR	C	-0.29%
CNX	B	-0.28%
LPX	B	-0.28%
KBR	D	-0.28%
SFM	B	-0.28%
MMS	C	-0.28%
RLI	B	-0.27%
CVLT	B	-0.27%
WH	B	-0.27%
NOVT	D	-0.26%
CACI	B	-0.26%
SLAB	D	-0.26%
MKSI	F	-0.26%
COTY	F	-0.25%
MIDD	D	-0.25%
OHI	B	-0.25%
STAG	C	-0.25%
CGNX	F	-0.25%
FR	B	-0.24%
HQY	C	-0.24%
MTSI	D	-0.24%
BRBR	C	-0.24%
ARWR	F	-0.24%
BC	C	-0.23%
BRX	B	-0.23%
SEIC	C	-0.23%
PK	D	-0.22%
KNF	B	-0.22%
WMG	D	-0.22%
SIGI	D	-0.21%
PNFP	B	-0.21%
CYTK	F	-0.21%
NNN	C	-0.21%
CIEN	C	-0.21%
CBSH	C	-0.21%
TDC	F	-0.21%
KBH	A	-0.21%
JAZZ	D	-0.2%
MAT	C	-0.2%
VOYA	B	-0.2%
MASI	F	-0.2%
FLS	D	-0.2%
KEX	C	-0.2%
EXPO	B	-0.19%
HAE	F	-0.19%
TKO	B	-0.19%
OPCH	C	-0.19%
AM	C	-0.19%
MUR	F	-0.18%
DLB	F	-0.18%
HXL	F	-0.18%
HWC	D	-0.17%
MTG	B	-0.17%
TNL	D	-0.16%
PGNY	F	-0.16%
EEFT	D	-0.16%
AZTA	F	-0.15%
MSM	D	-0.15%
TKR	D	-0.15%
SAIC	C	-0.15%
OLN	D	-0.15%
YETI	D	-0.15%
BLKB	C	-0.14%
RH	B	-0.14%
POWI	F	-0.14%
EPR	B	-0.14%
CPRI	D	-0.13%
LANC	D	-0.13%
ENS	D	-0.13%
IDA	C	-0.13%
FFIN	B	-0.13%
SHC	C	-0.12%
IRDM	D	-0.12%
HGV	F	-0.12%
CAR	F	-0.12%
GATX	D	-0.12%
NSP	F	-0.12%
RYN	C	-0.11%
SYNA	F	-0.1%
NSA	B	-0.1%
CHH	C	-0.1%
WEN	C	-0.1%
SMG	C	-0.09%
COLM	C	-0.09%
AMED	C	-0.09%
WOLF	F	-0.08%
SAM	F	-0.08%
LIVN	D	-0.07%
IPGP	F	-0.07%
ZI	D	-0.07%
MP	D	-0.05%
ALGM	F	-0.05%