BFOR vs. IWL ETF Comparison

Comparison of Barron's 400 (BFOR) to iShares Russell Top 200 ETF (IWL)
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

$71.44

Average Daily Volume

3,244

Number of Holdings *

384

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

iShares Russell Top 200 ETF

IWL Description The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$139.82

Average Daily Volume

60,400

Number of Holdings *

198

* may have additional holdings in another (foreign) market
Performance
Period BFOR IWL
30 Days 2.35% 2.63%
60 Days 2.18% 5.29%
90 Days 7.78% 4.72%
12 Months 27.49% 36.55%
66 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in IWL Overlap
AAPL C 0.31% 8.14% 0.31%
ABNB D 0.18% 0.14% 0.14%
ADBE F 0.22% 0.57% 0.22%
ADP C 0.26% 0.28% 0.26%
ADSK B 0.24% 0.14% 0.14%
AMAT D 0.23% 0.39% 0.23%
AMZN C 0.26% 4.37% 0.26%
ANET C 0.32% 0.24% 0.24%
APH C 0.28% 0.19% 0.19%
APO B 0.26% 0.16% 0.16%
AVGO C 0.3% 1.91% 0.3%
AXP B 0.28% 0.37% 0.28%
BKNG B 0.27% 0.34% 0.27%
BMY C 0.21% 0.25% 0.21%
BSX B 0.29% 0.3% 0.29%
CAT B 0.26% 0.44% 0.26%
CDNS D 0.21% 0.18% 0.18%
CL C 0.27% 0.21% 0.21%
CMCSA C 0.21% 0.38% 0.21%
CMG D 0.25% 0.19% 0.19%
COST C 0.29% 0.99% 0.29%
CPRT D 0.22% 0.11% 0.11%
CSCO B 0.24% 0.52% 0.24%
CTAS C 0.3% 0.17% 0.17%
ECL B 0.26% 0.15% 0.15%
FCX C 0.26% 0.16% 0.16%
FTNT B 0.25% 0.12% 0.12%
GILD B 0.26% 0.26% 0.26%
GM C 0.29% 0.13% 0.13%
GOOGL D 0.27% 2.36% 0.27%
IBM B 0.26% 0.49% 0.26%
INTU D 0.23% 0.43% 0.23%
ISRG C 0.3% 0.42% 0.3%
JPM D 0.26% 1.49% 0.26%
KKR B 0.32% 0.22% 0.22%
KO B 0.27% 0.68% 0.27%
MA B 0.24% 1.0% 0.24%
MCO C 0.3% 0.19% 0.19%
MDLZ C 0.24% 0.24% 0.24%
META B 0.27% 3.02% 0.27%
MNST D 0.2% 0.09% 0.09%
MPC F 0.21% 0.14% 0.14%
MSFT C 0.25% 7.95% 0.25%
MSI B 0.3% 0.18% 0.18%
NFLX B 0.27% 0.74% 0.27%
NKE D 0.19% 0.26% 0.19%
NOW C 0.28% 0.47% 0.28%
NVDA C 0.32% 6.66% 0.32%
PANW D 0.27% 0.26% 0.26%
PCAR D 0.2% 0.13% 0.13%
PEP D 0.25% 0.58% 0.25%
PH B 0.27% 0.2% 0.2%
PNC C 0.28% 0.18% 0.18%
PSX F 0.21% 0.13% 0.13%
PYPL B 0.3% 0.19% 0.19%
QCOM D 0.24% 0.46% 0.24%
SNPS F 0.21% 0.19% 0.19%
STZ C 0.22% 0.1% 0.1%
SYK C 0.24% 0.32% 0.24%
TJX C 0.28% 0.33% 0.28%
V C 0.24% 1.1% 0.24%
VLO F 0.21% 0.11% 0.11%
VRTX D 0.27% 0.3% 0.27%
WFC D 0.23% 0.48% 0.23%
XOM D 0.26% 1.27% 0.26%
ZTS B 0.24% 0.22% 0.22%
BFOR Overweight 318 Positions Relative to IWL
Symbol Grade Weight
APP C 0.48%
BOOT B 0.44%
UFPT D 0.43%
TPL C 0.41%
IESC B 0.41%
THC C 0.4%
CORT B 0.4%
LNTH D 0.4%
USLM B 0.38%
LMB C 0.37%
GRBK B 0.37%
VST B 0.37%
COKE C 0.36%
TGLS B 0.36%
FTDR B 0.36%
MOD C 0.36%
HALO D 0.34%
TRGP C 0.34%
DOCS B 0.34%
TBBK C 0.34%
FSLR C 0.34%
AGYS D 0.33%
UTHR B 0.33%
DY C 0.33%
MLI B 0.33%
SYBT C 0.33%
EME B 0.32%
STRL C 0.32%
CASH D 0.32%
QCRH D 0.32%
MCB C 0.32%
VRT C 0.32%
LRN B 0.32%
BMI B 0.32%
STBA D 0.32%
GDDY C 0.32%
IDCC B 0.31%
CPRX C 0.31%
LII C 0.31%
RCL B 0.31%
AX D 0.31%
EFSC D 0.31%
BBW C 0.31%
CRUS D 0.31%
CFB D 0.31%
AMAL D 0.31%
MPWR B 0.3%
WSM C 0.3%
NVR B 0.3%
RMD C 0.3%
FIX B 0.3%
NTB D 0.3%
BURL C 0.3%
TOL A 0.3%
PEG B 0.3%
AAON B 0.3%
DHI C 0.3%
FCNCA D 0.3%
FCF D 0.3%
BRC B 0.3%
CPNG B 0.3%
SLVM C 0.3%
BY D 0.3%
PHM B 0.3%
PODD C 0.3%
AIT B 0.29%
IBKR B 0.29%
VRRM D 0.29%
VLTO B 0.29%
ACGL B 0.29%
NYT B 0.29%
OFG C 0.29%
NBHC D 0.29%
PSN B 0.29%
PFC D 0.29%
FBP C 0.29%
BOKF C 0.29%
BDC B 0.29%
MTB C 0.29%
CALM B 0.29%
CBT B 0.29%
PRDO D 0.29%
MBWM D 0.29%
HRMY B 0.29%
POWL B 0.29%
FFBC D 0.28%
LEN B 0.28%
FITB B 0.28%
DKS D 0.28%
RGA C 0.28%
RF B 0.28%
ANF D 0.28%
BRO C 0.28%
SYF C 0.28%
URI B 0.28%
DVA B 0.28%
PRFT B 0.28%
ALSN B 0.28%
WSFS D 0.28%
OSBC D 0.28%
CASY D 0.28%
APOG B 0.28%
WMB C 0.28%
EBAY B 0.28%
UAL B 0.28%
UTI D 0.27%
OC C 0.27%
WTFC C 0.27%
AMPH D 0.27%
CNA D 0.27%
WES D 0.27%
PKG B 0.27%
CINF C 0.27%
AROC D 0.27%
EXP B 0.27%
INGR B 0.27%
ONB D 0.27%
BKR C 0.27%
TXRH B 0.27%
EXLS B 0.27%
TW B 0.27%
NTAP D 0.27%
HOMB D 0.27%
IBOC D 0.27%
BKE B 0.27%
SRCE D 0.27%
FSS D 0.27%
HIG B 0.27%
CHCO D 0.27%
INCY C 0.26%
TSCO B 0.26%
CATY C 0.26%
FCN C 0.26%
JAKK C 0.26%
RNR B 0.26%
HBAN B 0.26%
GPK C 0.26%
DOV B 0.26%
FFIV B 0.26%
PFBC D 0.26%
WWD C 0.26%
G C 0.26%
OSIS C 0.26%
IRMD B 0.26%
KAI C 0.25%
ROST C 0.25%
SLM C 0.25%
GWW B 0.25%
LOPE D 0.25%
CPAY B 0.25%
AYI B 0.25%
ESGR D 0.25%
TNK D 0.25%
ESAB C 0.25%
GRNT F 0.25%
MBIN D 0.25%
TFX B 0.25%
CFR C 0.25%
MANH B 0.25%
HY F 0.25%
BCSF B 0.25%
XYL C 0.25%
THR F 0.25%
EWBC C 0.25%
MPLX B 0.25%
CROX C 0.25%
RMR C 0.25%
CION C 0.25%
HUBB B 0.25%
MGY D 0.25%
PAYX C 0.25%
ROL C 0.25%
SIG C 0.24%
BYD C 0.24%
OZK F 0.24%
HOG C 0.24%
GMS C 0.24%
NSSC F 0.24%
WRB D 0.24%
FOUR C 0.24%
DECK C 0.24%
GOLF F 0.24%
EG B 0.24%
DCI C 0.24%
KEYS B 0.24%
EA D 0.24%
GPOR C 0.24%
RL B 0.24%
BR C 0.24%
IBP C 0.24%
COLL C 0.24%
WDFC C 0.24%
BSY C 0.24%
PEGA B 0.24%
L D 0.24%
BLDR C 0.24%
EPD C 0.24%
BLD C 0.24%
WMS D 0.23%
CTSH B 0.23%
CF B 0.23%
SNA B 0.23%
CHD C 0.23%
CQP F 0.23%
HSY D 0.23%
AOS B 0.23%
DMLP D 0.23%
FANG F 0.23%
FDS C 0.23%
LBRT F 0.23%
MSCI C 0.23%
DFH C 0.23%
WBS C 0.23%
GNE F 0.23%
INSW C 0.23%
DRI C 0.23%
AGM D 0.23%
HESM D 0.23%
JKHY B 0.23%
J A 0.23%
RPRX C 0.22%
FOR D 0.22%
PAYC D 0.22%
TROW C 0.22%
LPG F 0.22%
VEEV C 0.22%
DOX C 0.22%
ODFL D 0.22%
IQV D 0.22%
IDXX D 0.22%
SSD C 0.22%
NVEC D 0.22%
UAA C 0.22%
IPG C 0.22%
APAM C 0.22%
VMC C 0.22%
OTTR F 0.22%
ZM C 0.22%
FAST C 0.22%
A C 0.22%
CHX F 0.22%
PCTY D 0.22%
HCC D 0.22%
OSK F 0.21%
ON D 0.21%
KNSL D 0.21%
YELP D 0.21%
DNOW F 0.21%
ASO D 0.21%
NEU D 0.21%
CAL F 0.21%
RS D 0.21%
DDS D 0.21%
GPC D 0.21%
ALG D 0.21%
SM F 0.21%
TPR A 0.21%
MEDP F 0.21%
MLM D 0.21%
CUBI F 0.21%
TEX F 0.21%
SYY C 0.21%
GGG C 0.21%
CNM F 0.21%
STLD C 0.21%
TNC D 0.2%
HEES D 0.2%
RES D 0.2%
GL D 0.2%
NBIX F 0.2%
WST D 0.2%
BTU C 0.2%
MCHP D 0.2%
MOH D 0.2%
MGM D 0.2%
SMLR F 0.19%
HAL F 0.19%
MTDR F 0.19%
NUE D 0.19%
HP F 0.19%
PLAB D 0.19%
VC F 0.19%
OXM F 0.19%
GNTX D 0.19%
LPLA D 0.19%
WFRD F 0.19%
TREX F 0.18%
GES F 0.18%
PAX F 0.18%
SAIA D 0.18%
TNET F 0.18%
LVS C 0.18%
QLYS D 0.17%
WNC F 0.17%
ULTA D 0.17%
LECO D 0.17%
BRKR D 0.17%
CVI F 0.17%
JBL C 0.17%
JBI F 0.16%
VYGR F 0.16%
LW D 0.15%
ZYXI F 0.15%
TWI D 0.15%
ELF F 0.14%
BLMN F 0.14%
ACMR D 0.14%
AMR D 0.14%
DXCM F 0.13%
PARR F 0.13%
ARCT D 0.13%
METC F 0.12%
ATKR F 0.12%
SHLS F 0.11%
FIVE D 0.11%
CELH F 0.09%
SMCI F 0.09%
NFE F 0.08%
BFOR Underweight 132 Positions Relative to IWL
Symbol Grade Weight
BRK.A C -2.05%
GOOG D -1.99%
LLY D -1.81%
TSLA C -1.63%
UNH C -1.3%
PG C -1.01%
JNJ C -0.97%
HD B -0.95%
ABBV B -0.84%
WMT B -0.84%
MRK F -0.73%
BAC D -0.67%
ORCL B -0.65%
CVX F -0.62%
AMD C -0.62%
CRM C -0.61%
TMO B -0.58%
LIN B -0.56%
MCD B -0.53%
ACN C -0.52%
GE C -0.5%
ABT C -0.48%
VZ A -0.46%
PM C -0.46%
TXN B -0.45%
AMGN D -0.44%
DHR B -0.43%
NEE B -0.42%
DIS D -0.42%
PFE D -0.41%
SPGI C -0.4%
RTX B -0.39%
GS B -0.39%
T B -0.38%
LOW B -0.37%
UNP D -0.37%
PGR C -0.37%
UBER C -0.36%
BLK B -0.34%
HON C -0.33%
COP F -0.32%
ETN C -0.32%
ELV D -0.31%
LMT A -0.3%
CB B -0.29%
C C -0.29%
MS B -0.29%
REGN D -0.29%
ADI C -0.28%
MDT B -0.28%
PLD C -0.28%
SBUX C -0.27%
AMT C -0.27%
MMC C -0.27%
BX C -0.27%
MU D -0.25%
LRCX D -0.25%
FI B -0.25%
KLAC D -0.25%
DE A -0.25%
TMUS B -0.24%
SCHW D -0.24%
SO B -0.24%
CI C -0.24%
INTC D -0.23%
UPS D -0.23%
SHW B -0.22%
BA F -0.22%
DUK B -0.22%
ICE C -0.22%
GD C -0.21%
MO C -0.21%
TT B -0.21%
CEG C -0.2%
WM D -0.2%
EQIX B -0.2%
WELL C -0.19%
HCA B -0.19%
CME B -0.19%
TDG B -0.19%
TGT C -0.18%
USB C -0.18%
NOC B -0.18%
EOG D -0.18%
CVS D -0.18%
MMM B -0.18%
ITW B -0.18%
BDX D -0.17%
CRWD D -0.17%
AON B -0.17%
CSX C -0.17%
MRVL D -0.16%
CRH B -0.16%
APD B -0.16%
ORLY B -0.16%
MCK F -0.16%
GEV B -0.16%
CARR B -0.16%
ROP C -0.15%
EMR D -0.15%
SLB F -0.15%
NEM C -0.15%
MAR B -0.14%
NSC C -0.14%
TFC D -0.14%
PSA C -0.14%
FDX D -0.14%
COF B -0.14%
AZO B -0.13%
WDAY D -0.13%
SRE B -0.13%
SPOT C -0.13%
AEP C -0.13%
TRV C -0.13%
KMB C -0.12%
AIG D -0.12%
MET B -0.12%
DASH B -0.12%
D C -0.12%
JCI B -0.12%
KDP B -0.1%
EW F -0.1%
RSG D -0.1%
F F -0.1%
SNOW F -0.09%
KHC C -0.08%
LULU D -0.08%
DELL C -0.08%
OXY F -0.08%
TEAM D -0.06%
EL D -0.05%
MRNA F -0.05%
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