BFOR vs. IWP ETF Comparison

Comparison of Barron's 400 (BFOR) to iShares Russell Midcap Growth ETF (IWP)

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

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. 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 Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$117.24

Average Daily Volume

1,057,580

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	IWP
30 Days	2.35%	4.36%
60 Days	2.18%	6.49%
90 Days	7.78%	6.39%
12 Months	27.49%	28.63%

85 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in IWP	Overlap
AAON	B	0.3%	0.25%	0.25%
APP	C	0.48%	1.18%	0.48%
BLD	C	0.24%	0.04%	0.04%
BLDR	C	0.24%	0.08%	0.08%
BR	C	0.24%	0.8%	0.24%
BRKR	D	0.17%	0.17%	0.17%
BRO	C	0.28%	0.38%	0.28%
BSY	C	0.24%	0.25%	0.24%
BURL	C	0.3%	0.62%	0.3%
CASY	D	0.28%	0.09%	0.09%
CELH	F	0.09%	0.21%	0.09%
CNM	F	0.21%	0.2%	0.2%
CPAY	B	0.25%	0.75%	0.25%
CPNG	B	0.3%	1.02%	0.3%
CROX	C	0.25%	0.05%	0.05%
DECK	C	0.24%	0.82%	0.24%
DKS	D	0.28%	0.04%	0.04%
DOCS	B	0.34%	0.01%	0.01%
DRI	C	0.23%	0.38%	0.23%
DVA	B	0.28%	0.3%	0.28%
DXCM	F	0.13%	1.01%	0.13%
EG	B	0.24%	0.1%	0.1%
ELF	F	0.14%	0.22%	0.14%
EME	B	0.32%	0.29%	0.29%
EXP	B	0.27%	0.26%	0.26%
FAST	C	0.22%	1.22%	0.22%
FDS	C	0.23%	0.22%	0.22%
FIVE	D	0.11%	0.15%	0.11%
FIX	B	0.3%	0.49%	0.3%
FOUR	C	0.24%	0.19%	0.19%
GDDY	C	0.32%	0.81%	0.32%
GWW	B	0.25%	1.4%	0.25%
HSY	D	0.23%	0.14%	0.14%
IDXX	D	0.22%	1.5%	0.22%
INCY	C	0.26%	0.02%	0.02%
IQV	D	0.22%	0.18%	0.18%
JBL	C	0.17%	0.04%	0.04%
KNSL	D	0.21%	0.36%	0.21%
LECO	D	0.17%	0.1%	0.1%
LII	C	0.31%	0.7%	0.31%
LOPE	D	0.25%	0.05%	0.05%
LPLA	D	0.19%	0.58%	0.19%
LVS	C	0.18%	0.53%	0.18%
LW	D	0.15%	0.11%	0.11%
MANH	B	0.25%	0.61%	0.25%
MEDP	F	0.21%	0.33%	0.21%
MLM	D	0.21%	0.07%	0.07%
MOH	D	0.2%	0.46%	0.2%
MPWR	B	0.3%	1.5%	0.3%
MSCI	C	0.23%	0.88%	0.23%
MTDR	F	0.19%	0.02%	0.02%
NBIX	F	0.2%	0.42%	0.2%
NFE	F	0.08%	0.01%	0.01%
NTAP	D	0.27%	0.4%	0.27%
ODFL	D	0.22%	1.36%	0.22%
PAYC	D	0.22%	0.2%	0.2%
PAYX	C	0.25%	0.55%	0.25%
PCTY	D	0.22%	0.26%	0.22%
PEGA	B	0.24%	0.11%	0.11%
PODD	C	0.3%	0.59%	0.3%
RCL	B	0.31%	0.51%	0.31%
RMD	C	0.3%	0.35%	0.3%
ROL	C	0.25%	0.5%	0.25%
ROST	C	0.25%	0.42%	0.25%
SAIA	D	0.18%	0.24%	0.18%
SMCI	F	0.09%	0.81%	0.09%
SSD	C	0.22%	0.03%	0.03%
SYY	C	0.21%	0.83%	0.21%
TPL	C	0.41%	0.63%	0.41%
TREX	F	0.18%	0.27%	0.18%
TRGP	C	0.34%	1.2%	0.34%
TSCO	B	0.26%	1.06%	0.26%
TW	B	0.27%	0.2%	0.2%
TXRH	B	0.27%	0.41%	0.27%
ULTA	D	0.17%	0.6%	0.17%
URI	B	0.28%	0.45%	0.28%
VEEV	C	0.22%	1.13%	0.22%
VLTO	B	0.29%	0.44%	0.29%
VMC	C	0.22%	0.31%	0.22%
VRT	C	0.32%	1.21%	0.32%
VST	B	0.37%	1.33%	0.37%
WFRD	F	0.19%	0.25%	0.19%
WMS	D	0.23%	0.14%	0.14%
WSM	C	0.3%	0.4%	0.3%
WST	D	0.2%	0.49%	0.2%

BFOR Overweight 299 Positions Relative to IWP

Symbol	Grade	Weight
BOOT	B	0.44%
UFPT	D	0.43%
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%
COKE	C	0.36%
TGLS	B	0.36%
FTDR	B	0.36%
MOD	C	0.36%
HALO	D	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%
STRL	C	0.32%
CASH	D	0.32%
KKR	B	0.32%
QCRH	D	0.32%
MCB	C	0.32%
NVDA	C	0.32%
LRN	B	0.32%
BMI	B	0.32%
STBA	D	0.32%
ANET	C	0.32%
IDCC	B	0.31%
CPRX	C	0.31%
AAPL	C	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%
NVR	B	0.3%
MCO	C	0.3%
NTB	D	0.3%
TOL	A	0.3%
PEG	B	0.3%
DHI	C	0.3%
FCNCA	D	0.3%
PYPL	B	0.3%
FCF	D	0.3%
ISRG	C	0.3%
AVGO	C	0.3%
BRC	B	0.3%
MSI	B	0.3%
CTAS	C	0.3%
SLVM	C	0.3%
BY	D	0.3%
PHM	B	0.3%
AIT	B	0.29%
IBKR	B	0.29%
VRRM	D	0.29%
GM	C	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%
COST	C	0.29%
MTB	C	0.29%
CALM	B	0.29%
CBT	B	0.29%
BSX	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%
APH	C	0.28%
FITB	B	0.28%
RGA	C	0.28%
RF	B	0.28%
ANF	D	0.28%
SYF	C	0.28%
PRFT	B	0.28%
AXP	B	0.28%
NOW	C	0.28%
ALSN	B	0.28%
WSFS	D	0.28%
OSBC	D	0.28%
APOG	B	0.28%
WMB	C	0.28%
PNC	C	0.28%
EBAY	B	0.28%
UAL	B	0.28%
TJX	C	0.28%
UTI	D	0.27%
BKNG	B	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%
VRTX	D	0.27%
META	B	0.27%
CINF	C	0.27%
AROC	D	0.27%
CL	C	0.27%
INGR	B	0.27%
ONB	D	0.27%
BKR	C	0.27%
EXLS	B	0.27%
HOMB	D	0.27%
PH	B	0.27%
KO	B	0.27%
NFLX	B	0.27%
IBOC	D	0.27%
PANW	D	0.27%
GOOGL	D	0.27%
BKE	B	0.27%
SRCE	D	0.27%
FSS	D	0.27%
HIG	B	0.27%
CHCO	D	0.27%
XOM	D	0.26%
CATY	C	0.26%
FCN	C	0.26%
AMZN	C	0.26%
JAKK	C	0.26%
RNR	B	0.26%
HBAN	B	0.26%
IBM	B	0.26%
GPK	C	0.26%
CAT	B	0.26%
GILD	B	0.26%
FCX	C	0.26%
JPM	D	0.26%
ECL	B	0.26%
DOV	B	0.26%
APO	B	0.26%
FFIV	B	0.26%
PFBC	D	0.26%
WWD	C	0.26%
G	C	0.26%
ADP	C	0.26%
OSIS	C	0.26%
IRMD	B	0.26%
KAI	C	0.25%
FTNT	B	0.25%
PEP	D	0.25%
SLM	C	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%
HY	F	0.25%
BCSF	B	0.25%
XYL	C	0.25%
THR	F	0.25%
CMG	D	0.25%
EWBC	C	0.25%
MPLX	B	0.25%
MSFT	C	0.25%
RMR	C	0.25%
CION	C	0.25%
HUBB	B	0.25%
MGY	D	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%
V	C	0.24%
WRB	D	0.24%
QCOM	D	0.24%
GOLF	F	0.24%
DCI	C	0.24%
KEYS	B	0.24%
SYK	C	0.24%
CSCO	B	0.24%
EA	D	0.24%
GPOR	C	0.24%
MDLZ	C	0.24%
RL	B	0.24%
IBP	C	0.24%
COLL	C	0.24%
WDFC	C	0.24%
L	D	0.24%
EPD	C	0.24%
ADSK	B	0.24%
MA	B	0.24%
ZTS	B	0.24%
AMAT	D	0.23%
CTSH	B	0.23%
WFC	D	0.23%
CF	B	0.23%
SNA	B	0.23%
CHD	C	0.23%
CQP	F	0.23%
AOS	B	0.23%
DMLP	D	0.23%
FANG	F	0.23%
LBRT	F	0.23%
DFH	C	0.23%
WBS	C	0.23%
GNE	F	0.23%
INSW	C	0.23%
AGM	D	0.23%
HESM	D	0.23%
JKHY	B	0.23%
INTU	D	0.23%
J	A	0.23%
RPRX	C	0.22%
FOR	D	0.22%
TROW	C	0.22%
LPG	F	0.22%
ADBE	F	0.22%
DOX	C	0.22%
STZ	C	0.22%
CPRT	D	0.22%
NVEC	D	0.22%
UAA	C	0.22%
IPG	C	0.22%
APAM	C	0.22%
OTTR	F	0.22%
ZM	C	0.22%
A	C	0.22%
CHX	F	0.22%
HCC	D	0.22%
PSX	F	0.21%
OSK	F	0.21%
ON	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%
BMY	C	0.21%
DDS	D	0.21%
SNPS	F	0.21%
GPC	D	0.21%
CDNS	D	0.21%
ALG	D	0.21%
SM	F	0.21%
TPR	A	0.21%
MPC	F	0.21%
VLO	F	0.21%
CUBI	F	0.21%
TEX	F	0.21%
GGG	C	0.21%
STLD	C	0.21%
CMCSA	C	0.21%
TNC	D	0.2%
HEES	D	0.2%
RES	D	0.2%
GL	D	0.2%
BTU	C	0.2%
MCHP	D	0.2%
MNST	D	0.2%
PCAR	D	0.2%
MGM	D	0.2%
NKE	D	0.19%
SMLR	F	0.19%
HAL	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%
GES	F	0.18%
PAX	F	0.18%
ABNB	D	0.18%
TNET	F	0.18%
QLYS	D	0.17%
WNC	F	0.17%
CVI	F	0.17%
JBI	F	0.16%
VYGR	F	0.16%
ZYXI	F	0.15%
TWI	D	0.15%
BLMN	F	0.14%
ACMR	D	0.14%
AMR	D	0.14%
PARR	F	0.13%
ARCT	D	0.13%
METC	F	0.12%
ATKR	F	0.12%
SHLS	F	0.11%

BFOR Underweight 201 Positions Relative to IWP

Symbol	Grade	Weight
PLTR	C	-2.68%
TTD	B	-1.73%
AMP	B	-1.51%
IT	C	-1.39%
FICO	B	-1.39%
COR	F	-1.36%
VRSK	D	-1.35%
DDOG	D	-1.23%
ALNY	C	-1.1%
ARES	B	-1.03%
COIN	F	-1.01%
AXON	B	-1.01%
HLT	B	-1.01%
HUBS	D	-0.92%
NET	D	-0.89%
HES	F	-0.87%
RBLX	C	-0.84%
LNG	D	-0.76%
TYL	C	-0.75%
CLX	C	-0.73%
BAH	B	-0.72%
MDB	D	-0.7%
IRM	C	-0.69%
TER	C	-0.66%
EXPE	C	-0.65%
PINS	D	-0.65%
DKNG	C	-0.64%
ENTG	D	-0.6%
HEI	C	-0.6%
LYV	A	-0.59%
CAH	C	-0.58%
ZS	F	-0.57%
SQ	D	-0.57%
CDW	D	-0.55%
ENPH	D	-0.54%
DT	C	-0.54%
NTRA	C	-0.52%
SPG	B	-0.5%
YUM	B	-0.5%
PSTG	F	-0.49%
POOL	C	-0.49%
XPO	D	-0.46%
PWR	B	-0.46%
PTC	C	-0.45%
TOST	C	-0.44%
WING	C	-0.44%
WAT	B	-0.43%
EQH	C	-0.42%
HEI	C	-0.42%
DOCU	C	-0.42%
SRPT	F	-0.41%
ALGN	D	-0.4%
LNW	F	-0.36%
CAVA	C	-0.35%
DUOL	C	-0.35%
OWL	B	-0.34%
CHDN	D	-0.34%
MUSA	D	-0.33%
NCLH	B	-0.32%
TPX	B	-0.32%
MORN	C	-0.31%
HAS	B	-0.31%
ITCI	D	-0.29%
HPQ	C	-0.29%
ALL	C	-0.28%
VKTX	D	-0.27%
PEN	D	-0.26%
NRG	B	-0.26%
EFX	C	-0.26%
SMAR	A	-0.25%
CVNA	B	-0.24%
PCOR	D	-0.23%
EXEL	C	-0.23%
AVY	C	-0.23%
GWRE	B	-0.23%
RYAN	C	-0.23%
GTLB	D	-0.22%
INSP	D	-0.22%
IONS	F	-0.22%
ESTC	F	-0.22%
LSCC	D	-0.22%
MTN	D	-0.21%
GLOB	D	-0.21%
FWONK	C	-0.2%
RARE	C	-0.19%
APPF	C	-0.19%
VVV	D	-0.19%
OKTA	F	-0.19%
OLED	D	-0.18%
DPZ	D	-0.18%
CFLT	F	-0.18%
EXAS	D	-0.18%
LAZ	B	-0.18%
AZEK	C	-0.17%
LPX	B	-0.17%
MKL	C	-0.17%
PATH	D	-0.17%
FND	C	-0.16%
ETSY	D	-0.15%
GNRC	D	-0.15%
AJG	D	-0.15%
NTNX	D	-0.15%
JLL	B	-0.14%
PLNT	C	-0.14%
ZBRA	B	-0.14%
RPM	B	-0.13%
CE	D	-0.13%
HCP	A	-0.13%
GEHC	B	-0.13%
APLS	F	-0.12%
LAMR	B	-0.11%
JEF	C	-0.11%
CHH	B	-0.11%
UHAL	B	-0.11%
LYFT	D	-0.11%
FERG	D	-0.1%
CSL	B	-0.1%
MASI	C	-0.1%
ROK	D	-0.1%
U	D	-0.1%
TDC	D	-0.1%
EXPD	B	-0.1%
HWM	B	-0.09%
SITE	D	-0.09%
RNG	F	-0.09%
ONTO	C	-0.09%
TTEK	C	-0.09%
FRPT	C	-0.08%
TWLO	C	-0.08%
WSC	D	-0.08%
CACC	F	-0.08%
BWXT	A	-0.07%
AM	B	-0.07%
AWI	B	-0.07%
PR	F	-0.07%
FIVN	F	-0.07%
NXST	D	-0.07%
NCNO	F	-0.06%
TXG	D	-0.06%
LBRDK	C	-0.06%
PFGC	B	-0.06%
HRB	C	-0.06%
CLF	F	-0.06%
DBX	C	-0.06%
ALLY	F	-0.05%
EQT	C	-0.05%
TKO	A	-0.05%
SOFI	D	-0.05%
VNOM	D	-0.05%
BILL	D	-0.05%
DV	F	-0.05%
SN	B	-0.05%
ROKU	D	-0.05%
MSTR	C	-0.05%
WEN	C	-0.05%
BROS	D	-0.05%
CIVI	F	-0.05%
H	B	-0.04%
RH	C	-0.04%
YETI	D	-0.04%
VRSN	C	-0.04%
S	D	-0.04%
RGEN	F	-0.04%
TRU	B	-0.04%
BFAM	C	-0.04%
TPG	C	-0.04%
LOAR	C	-0.03%
SKX	C	-0.03%
KBR	D	-0.03%
BPOP	C	-0.03%
HLI	C	-0.03%
WEX	C	-0.03%
KMX	D	-0.03%
CHE	C	-0.03%
DAY	D	-0.03%
MKSI	F	-0.02%
DJT	F	-0.02%
SAM	D	-0.02%
WU	C	-0.02%
SPR	D	-0.02%
WH	B	-0.02%
AAL	D	-0.02%
CAR	D	-0.02%
UWMC	D	-0.02%
FWONA	C	-0.02%
WYNN	C	-0.02%
EPAM	F	-0.02%
PPC	D	-0.01%
CC	D	-0.01%
LBRDA	C	-0.01%
UHAL	B	-0.01%
SEE	C	-0.01%
MSGS	B	-0.01%
IRDM	C	-0.01%
CGNX	F	-0.01%
RLI	B	-0.01%
UI	B	-0.01%
ALAB	C	-0.0%
FTRE	F	-0.0%
TRIP	F	-0.0%
PYCR	D	-0.0%