BFOR vs. NTSX ETF Comparison

Comparison of Barron's 400 (BFOR) to WisdomTree 90/60 U.S. Balanced Fund (NTSX)
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

$71.26

Average Daily Volume

3,604

Number of Holdings *

384

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

WisdomTree 90/60 U.S. Balanced Fund

NTSX Description The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$46.62

Average Daily Volume

63,779

Number of Holdings *

490

* may have additional holdings in another (foreign) market
Performance
Period BFOR NTSX
30 Days 2.64% 1.13%
60 Days 2.05% 4.32%
90 Days 8.13% 5.94%
12 Months 29.10% 33.15%
164 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in NTSX Overlap
A C 0.23% 0.05% 0.05%
AAPL C 0.31% 4.17% 0.31%
ABNB D 0.17% 0.1% 0.1%
ADBE F 0.25% 0.28% 0.25%
ADP B 0.28% 0.14% 0.14%
ADSK C 0.25% 0.07% 0.07%
AMAT D 0.22% 0.2% 0.2%
AMZN C 0.27% 2.33% 0.27%
ANET A 0.32% 0.14% 0.14%
APH C 0.28% 0.09% 0.09%
APO B 0.25% 0.11% 0.11%
APP B 0.43% 0.05% 0.05%
AVGO C 0.31% 0.91% 0.31%
AXP B 0.28% 0.22% 0.22%
BKNG B 0.27% 0.16% 0.16%
BKR C 0.26% 0.04% 0.04%
BLDR C 0.22% 0.03% 0.03%
BMY C 0.22% 0.1% 0.1%
BR D 0.25% 0.03% 0.03%
BRO C 0.29% 0.03% 0.03%
BSX B 0.31% 0.14% 0.14%
BSY D 0.24% 0.02% 0.02%
CAT B 0.25% 0.22% 0.22%
CDNS D 0.21% 0.09% 0.09%
CF C 0.22% 0.01% 0.01%
CHD C 0.24% 0.03% 0.03%
CINF C 0.28% 0.03% 0.03%
CL C 0.29% 0.09% 0.09%
CMCSA D 0.22% 0.16% 0.16%
CMG C 0.26% 0.09% 0.09%
COST B 0.31% 0.46% 0.31%
CPAY C 0.25% 0.03% 0.03%
CPNG A 0.31% 0.05% 0.05%
CPRT D 0.22% 0.06% 0.06%
CSCO B 0.24% 0.26% 0.24%
CTAS C 0.32% 0.09% 0.09%
CTSH C 0.24% 0.05% 0.05%
DECK D 0.25% 0.02% 0.02%
DHI C 0.3% 0.07% 0.07%
DOV B 0.27% 0.03% 0.03%
DRI B 0.22% 0.04% 0.04%
DXCM F 0.13% 0.02% 0.02%
EA D 0.26% 0.04% 0.04%
EBAY B 0.3% 0.04% 0.04%
ECL A 0.27% 0.08% 0.08%
EPD B 0.25% 0.06% 0.06%
FANG D 0.23% 0.04% 0.04%
FAST C 0.23% 0.04% 0.04%
FCNCA D 0.3% 0.03% 0.03%
FCX D 0.25% 0.08% 0.08%
FDS C 0.23% 0.02% 0.02%
FITB B 0.27% 0.03% 0.03%
FSLR C 0.36% 0.03% 0.03%
FTNT B 0.25% 0.07% 0.07%
GDDY C 0.32% 0.02% 0.02%
GGG C 0.22% 0.02% 0.02%
GILD B 0.27% 0.13% 0.13%
GM B 0.28% 0.07% 0.07%
GOOGL D 0.27% 2.43% 0.27%
GPC D 0.22% 0.03% 0.03%
GWW A 0.25% 0.05% 0.05%
HAL F 0.19% 0.04% 0.04%
HBAN B 0.26% 0.02% 0.02%
HIG B 0.29% 0.04% 0.04%
HSY D 0.24% 0.05% 0.05%
HUBB A 0.25% 0.02% 0.02%
IBM A 0.27% 0.23% 0.23%
IDXX D 0.22% 0.05% 0.05%
INCY C 0.25% 0.03% 0.03%
INTU C 0.24% 0.23% 0.23%
IPG C 0.23% 0.02% 0.02%
IQV D 0.22% 0.06% 0.06%
ISRG C 0.32% 0.2% 0.2%
J C 0.23% 0.02% 0.02%
JBL D 0.17% 0.02% 0.02%
JPM D 0.27% 0.71% 0.27%
KEYS C 0.24% 0.03% 0.03%
KKR A 0.3% 0.14% 0.14%
KO B 0.29% 0.35% 0.29%
L D 0.25% 0.02% 0.02%
LEN C 0.27% 0.07% 0.07%
LII B 0.3% 0.02% 0.02%
LPLA F 0.19% 0.02% 0.02%
LVS D 0.18% 0.02% 0.02%
LW D 0.15% 0.0% 0.0%
MA B 0.26% 0.56% 0.26%
MANH A 0.25% 0.02% 0.02%
MCHP D 0.2% 0.06% 0.06%
MCO A 0.3% 0.09% 0.09%
MDLZ C 0.25% 0.13% 0.13%
META A 0.26% 1.71% 0.26%
MGM D 0.2% 0.03% 0.03%
MLM D 0.21% 0.04% 0.04%
MNST D 0.2% 0.07% 0.07%
MOH D 0.21% 0.03% 0.03%
MPC D 0.22% 0.08% 0.08%
MPLX B 0.26% 0.04% 0.04%
MPWR C 0.3% 0.05% 0.05%
MSCI C 0.24% 0.05% 0.05%
MSFT C 0.26% 3.91% 0.26%
MSI B 0.32% 0.08% 0.08%
MTB A 0.28% 0.03% 0.03%
NFLX B 0.28% 0.37% 0.28%
NKE D 0.19% 0.14% 0.14%
NOW A 0.29% 0.22% 0.22%
NTAP D 0.28% 0.03% 0.03%
NUE F 0.19% 0.05% 0.05%
NVDA D 0.34% 3.49% 0.34%
NVR B 0.29% 0.03% 0.03%
OC D 0.25% 0.02% 0.02%
ODFL D 0.21% 0.05% 0.05%
ON F 0.21% 0.04% 0.04%
PANW C 0.3% 0.13% 0.13%
PAYX C 0.27% 0.06% 0.06%
PCAR D 0.2% 0.06% 0.06%
PEG A 0.31% 0.05% 0.05%
PEP D 0.26% 0.27% 0.26%
PH A 0.27% 0.1% 0.1%
PHM B 0.3% 0.03% 0.03%
PKG B 0.27% 0.02% 0.02%
PNC A 0.28% 0.08% 0.08%
PODD B 0.31% 0.02% 0.02%
PSX D 0.2% 0.07% 0.07%
PYPL B 0.29% 0.05% 0.05%
QCOM F 0.24% 0.23% 0.23%
RF B 0.27% 0.03% 0.03%
RMD C 0.32% 0.04% 0.04%
ROL C 0.27% 0.03% 0.03%
ROST C 0.25% 0.06% 0.06%
RS D 0.21% 0.02% 0.02%
SMCI F 0.1% 0.01% 0.01%
SNA C 0.23% 0.02% 0.02%
SNPS D 0.21% 0.09% 0.09%
STLD D 0.21% 0.02% 0.02%
STZ D 0.23% 0.06% 0.06%
SYF C 0.27% 0.02% 0.02%
SYK C 0.25% 0.17% 0.17%
SYY D 0.23% 0.05% 0.05%
TJX C 0.3% 0.16% 0.16%
TPL A 0.37% 0.02% 0.02%
TRGP B 0.34% 0.04% 0.04%
TROW D 0.22% 0.04% 0.04%
TSCO C 0.27% 0.03% 0.03%
TW B 0.28% 0.03% 0.03%
UAL C 0.28% 0.03% 0.03%
ULTA D 0.17% 0.03% 0.03%
URI B 0.26% 0.06% 0.06%
V C 0.25% 0.71% 0.25%
VEEV C 0.23% 0.04% 0.04%
VLO F 0.22% 0.05% 0.05%
VLTO B 0.3% 0.03% 0.03%
VMC D 0.22% 0.04% 0.04%
VRT C 0.32% 0.04% 0.04%
VRTX D 0.28% 0.15% 0.15%
VST A 0.34% 0.03% 0.03%
WFC D 0.22% 0.24% 0.22%
WMB B 0.3% 0.06% 0.06%
WRB C 0.25% 0.02% 0.02%
WSM D 0.28% 0.02% 0.02%
WST D 0.2% 0.03% 0.03%
XOM D 0.26% 0.62% 0.26%
XYL D 0.25% 0.04% 0.04%
ZM C 0.23% 0.03% 0.03%
ZTS C 0.25% 0.11% 0.11%
BFOR Overweight 220 Positions Relative to NTSX
Symbol Grade Weight
BOOT A 0.42%
THC B 0.4%
LNTH D 0.4%
COKE C 0.38%
UFPT A 0.38%
CORT B 0.37%
FTDR B 0.37%
IESC C 0.37%
HALO C 0.36%
USLM B 0.35%
TGLS B 0.35%
CRUS D 0.35%
GRBK C 0.35%
LMB A 0.35%
DOCS A 0.34%
DY B 0.33%
AGYS D 0.33%
MOD B 0.33%
UTHR C 0.33%
RCL A 0.32%
STBA C 0.32%
CFB D 0.32%
MLI B 0.32%
LRN B 0.32%
CPRX C 0.31%
BRC B 0.31%
IDCC B 0.31%
EFSC C 0.31%
CASY D 0.31%
SYBT B 0.31%
BBW C 0.31%
CASH B 0.31%
BURL C 0.31%
QCRH C 0.31%
TBBK B 0.31%
BMI B 0.31%
NTB C 0.3%
TOL B 0.3%
AX D 0.3%
ACGL B 0.3%
EME A 0.3%
HRMY B 0.3%
PRDO D 0.3%
BY D 0.3%
AMAL C 0.3%
MCB C 0.3%
AAON A 0.29%
BOKF B 0.29%
OFG C 0.29%
FBP C 0.29%
ANF D 0.29%
CALM A 0.29%
PSN B 0.29%
SLVM A 0.29%
OSBC D 0.29%
VRRM D 0.29%
NYT C 0.29%
PRFT A 0.29%
FCF C 0.29%
WWD C 0.28%
STRL B 0.28%
G C 0.28%
CNA D 0.28%
FIX A 0.28%
WES D 0.28%
EXLS B 0.28%
IBKR A 0.28%
INGR B 0.28%
BDC A 0.28%
ALSN B 0.28%
RGA B 0.28%
WSFS D 0.28%
DVA B 0.28%
CBT B 0.28%
DKS D 0.28%
MBWM D 0.28%
NBHC D 0.28%
PFC D 0.28%
TXRH C 0.27%
OSIS D 0.27%
POWL B 0.27%
HOMB C 0.27%
FSS D 0.27%
IBOC D 0.27%
BKE C 0.27%
AIT B 0.27%
IRMD C 0.27%
CHCO C 0.27%
APOG C 0.27%
UTI D 0.27%
FFBC D 0.27%
SRCE D 0.27%
CION B 0.26%
EXP B 0.26%
RMR C 0.26%
PFBC D 0.26%
FFIV B 0.26%
LOPE D 0.26%
AROC D 0.26%
AMPH C 0.26%
TFX C 0.26%
BCSF B 0.26%
WTFC C 0.26%
ESGR D 0.26%
GPK B 0.26%
RNR B 0.26%
FCN C 0.26%
ONB C 0.26%
WDFC C 0.25%
CROX D 0.25%
JKHY C 0.25%
HESM D 0.25%
EWBC D 0.25%
GNE D 0.25%
GOLF F 0.25%
CATY C 0.25%
PEGA C 0.25%
GRNT D 0.25%
TNK D 0.25%
MBIN D 0.24%
KAI C 0.24%
COLL C 0.24%
DCI D 0.24%
RL B 0.24%
AGM D 0.24%
GPOR D 0.24%
CFR C 0.24%
ESAB C 0.24%
THR D 0.24%
MGY C 0.24%
JAKK C 0.24%
EG C 0.24%
HY F 0.24%
CQP F 0.24%
AYI A 0.24%
SLM D 0.24%
OTTR D 0.23%
BLD D 0.23%
AOS D 0.23%
GMS D 0.23%
DMLP D 0.23%
HCC F 0.23%
NSSC F 0.23%
INSW D 0.23%
BYD C 0.23%
FOUR C 0.23%
CUBI F 0.22%
IBP D 0.22%
CHX D 0.22%
WBS D 0.22%
LBRT D 0.22%
NEU D 0.22%
APAM C 0.22%
WMS D 0.22%
TPR C 0.22%
KNSL C 0.22%
PAYC D 0.22%
SIG C 0.22%
HOG C 0.22%
NVEC D 0.22%
RPRX D 0.22%
DOX C 0.22%
LPG F 0.22%
OZK D 0.22%
PCTY C 0.22%
SSD C 0.21%
DFH C 0.21%
OSK D 0.21%
SM D 0.21%
MEDP D 0.21%
TEX F 0.21%
ALG D 0.21%
NBIX F 0.21%
YELP F 0.21%
UAA C 0.21%
SMLR F 0.2%
WFRD F 0.2%
CAL F 0.2%
ASO C 0.2%
BTU D 0.2%
DNOW D 0.2%
DDS D 0.2%
TNC F 0.2%
GL C 0.2%
CNM F 0.2%
FOR C 0.2%
VC F 0.19%
MTDR F 0.19%
HP D 0.19%
TNET F 0.19%
PLAB F 0.19%
OXM D 0.19%
GNTX D 0.19%
SAIA D 0.18%
PAX F 0.18%
GES F 0.18%
RES D 0.18%
HEES D 0.18%
TREX F 0.17%
WNC F 0.17%
VYGR F 0.17%
LECO F 0.17%
BRKR D 0.17%
QLYS F 0.17%
TWI D 0.16%
CVI F 0.16%
JBI F 0.16%
ZYXI F 0.15%
BLMN F 0.14%
ACMR F 0.14%
AMR F 0.14%
ELF F 0.14%
METC F 0.13%
ARCT F 0.13%
SHLS D 0.12%
ATKR F 0.12%
PARR F 0.12%
FIVE D 0.11%
CELH F 0.09%
NFE F 0.08%
BFOR Underweight 326 Positions Relative to NTSX
Symbol Grade Weight
BRK.A C -1.17%
LLY C -1.02%
TSLA C -0.93%
WMT B -0.73%
UNH C -0.63%
ORCL B -0.54%
PG C -0.49%
JNJ C -0.46%
HD A -0.45%
ABBV C -0.41%
BAC D -0.38%
MRK D -0.35%
CRM D -0.32%
CVX D -0.32%
AMD D -0.31%
TMO C -0.3%
TMUS C -0.29%
MCD B -0.25%
ABT C -0.25%
DHR C -0.24%
GE A -0.23%
BX B -0.22%
AMGN B -0.21%
PM C -0.21%
TXN C -0.21%
SPGI A -0.2%
RTX C -0.2%
MS C -0.2%
GS C -0.19%
NEE C -0.19%
LOW A -0.18%
VZ B -0.18%
UBER C -0.18%
BLK B -0.17%
T C -0.17%
UNP C -0.17%
PGR A -0.17%
COP D -0.16%
LMT B -0.16%
REGN C -0.15%
HON D -0.15%
ELV C -0.15%
PFE C -0.15%
DIS D -0.15%
ADI C -0.14%
UPS F -0.14%
DE B -0.14%
SBUX C -0.13%
LRCX F -0.13%
MMC C -0.13%
SCHW D -0.13%
SO A -0.12%
KLAC D -0.12%
PLD C -0.12%
MU F -0.12%
HCA A -0.12%
CI C -0.12%
C D -0.12%
DUK B -0.11%
AMT C -0.11%
DELL C -0.11%
SHW B -0.11%
EQIX B -0.1%
CME C -0.1%
MO C -0.1%
PLTR A -0.1%
BA F -0.1%
ICE C -0.1%
FDX F -0.09%
MRVL C -0.09%
BDX F -0.09%
CSX D -0.09%
TDG B -0.09%
WM D -0.09%
EOG D -0.09%
GD B -0.09%
MMM A -0.09%
NOC A -0.09%
ITW C -0.09%
SCCO D -0.09%
ORLY D -0.08%
CARR B -0.08%
MET A -0.08%
WDAY D -0.08%
CEG A -0.08%
GEV B -0.08%
INTC F -0.08%
MCK F -0.08%
CRWD D -0.08%
WELL C -0.08%
MAR C -0.08%
O C -0.07%
FIS B -0.07%
OKE B -0.07%
CHTR D -0.07%
SPG A -0.07%
TTD B -0.07%
AFL C -0.07%
AIG D -0.07%
HLT B -0.07%
SRE B -0.07%
NEM B -0.07%
AJG D -0.07%
PSA B -0.07%
COF A -0.07%
TFC D -0.07%
NSC C -0.07%
APD B -0.07%
EMR D -0.07%
F F -0.06%
AMP B -0.06%
KMB D -0.06%
PRU C -0.06%
AZO D -0.06%
RSG D -0.06%
ALL B -0.06%
ET B -0.06%
DLR B -0.06%
KDP B -0.06%
OXY F -0.06%
CVS F -0.06%
BK A -0.06%
USB B -0.06%
EXC B -0.06%
TRV B -0.06%
DASH B -0.06%
ROP C -0.06%
AEP C -0.06%
TGT C -0.06%
VRSK D -0.05%
IR C -0.05%
NDAQ A -0.05%
IT A -0.05%
DVN D -0.05%
LHX C -0.05%
HWM B -0.05%
AME C -0.05%
DAL C -0.05%
PWR B -0.05%
CNC C -0.05%
EW F -0.05%
VICI C -0.05%
GEHC C -0.05%
CMI C -0.05%
HES D -0.05%
CTVA B -0.05%
FICO B -0.05%
KMI A -0.05%
TEAM D -0.05%
PCG B -0.05%
GIS B -0.05%
KVUE C -0.05%
PPG D -0.05%
MTD D -0.04%
HUBS D -0.04%
RBLX B -0.04%
CDW D -0.04%
DTE B -0.04%
FTV C -0.04%
LYV B -0.04%
WAB A -0.04%
EQR C -0.04%
EVRG B -0.04%
HEI A -0.04%
IRM B -0.04%
ED C -0.04%
EFX C -0.04%
ALNY C -0.04%
YUM F -0.04%
EIX C -0.04%
ROK F -0.04%
DFS B -0.04%
KR C -0.04%
WEC B -0.04%
COIN F -0.04%
DDOG D -0.04%
GLW B -0.04%
OTIS C -0.04%
DD B -0.04%
CBRE A -0.04%
EXR B -0.04%
HPQ D -0.04%
FOXA B -0.03%
WPC C -0.03%
CNP D -0.03%
LDOS B -0.03%
CE F -0.03%
HRL D -0.03%
WMG D -0.03%
CAG C -0.03%
DLTR F -0.03%
NTRS B -0.03%
ZBRA B -0.03%
ANSS D -0.03%
BALL C -0.03%
TYL C -0.03%
WLK D -0.03%
DKNG C -0.03%
SSNC B -0.03%
PPL B -0.03%
MKL C -0.03%
BAX C -0.03%
WDC D -0.03%
RJF C -0.03%
SUI C -0.03%
PFG B -0.03%
MKC C -0.03%
K A -0.03%
TSN D -0.03%
OMC B -0.03%
ADM D -0.03%
TDY C -0.03%
DOW D -0.03%
XEL B -0.03%
INVH C -0.03%
FE C -0.03%
HPE D -0.03%
VTR C -0.03%
GLPI C -0.03%
ARES A -0.03%
SQ D -0.03%
ETR A -0.03%
CAH C -0.03%
KHC C -0.03%
CSGP D -0.03%
AEE A -0.03%
HUM F -0.03%
ZS F -0.03%
STT B -0.03%
TTWO D -0.03%
AVB C -0.03%
AXON A -0.03%
NET D -0.03%
GPN D -0.02%
ACM B -0.02%
LBRDK F -0.02%
MORN B -0.02%
WBA F -0.02%
MDB D -0.02%
SOLV C -0.02%
WSO C -0.02%
AMH C -0.02%
RIVN F -0.02%
OVV F -0.02%
FNF B -0.02%
DPZ D -0.02%
PINS F -0.02%
LNT B -0.02%
MRO C -0.02%
ROKU C -0.02%
H C -0.02%
ELS C -0.02%
TWLO C -0.02%
D B -0.02%
MRNA F -0.02%
BMRN F -0.02%
AVY D -0.02%
BIIB F -0.02%
MAS B -0.02%
TXT D -0.02%
CLX C -0.02%
CRBG D -0.02%
NDSN C -0.02%
WAT C -0.02%
CCI C -0.02%
SNAP F -0.02%
TAP D -0.02%
BAH B -0.02%
IP C -0.02%
DT C -0.02%
DGX C -0.02%
MOS F -0.02%
NWSA D -0.02%
POOL D -0.02%
BBY C -0.02%
ATO B -0.02%
EXPE C -0.02%
SNOW F -0.02%
HOLX C -0.02%
KEY B -0.02%
WY C -0.02%
HST C -0.02%
CSL B -0.02%
AGR B -0.02%
BEN F -0.02%
LKQ F -0.02%
CG D -0.02%
ESS C -0.02%
AVTR C -0.02%
PTC D -0.02%
AKAM D -0.02%
CFG C -0.02%
CMS B -0.02%
AWK C -0.02%
MAA C -0.02%
TER D -0.02%
ERIE B -0.02%
ENTG D -0.02%
SWK B -0.02%
KIM C -0.02%
IOT A -0.02%
SJM C -0.01%
VRSN D -0.01%
EQT D -0.01%
LUV C -0.01%
ES C -0.01%
WBD D -0.01%
SBAC C -0.01%
ILMN C -0.01%
RPM B -0.01%
SWKS F -0.01%
ARE C -0.01%
CPB B -0.01%
ALGN D -0.01%
ACI F -0.01%
JBHT D -0.01%
ENPH D -0.01%
IFF C -0.01%
IEX D -0.01%
ZBH F -0.01%
EXPD C -0.01%
DG F -0.0%
ALB F -0.0%
CTRA D -0.0%
EPAM F -0.0%
EL F -0.0%
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