BFOR vs. XPND ETF Comparison

Comparison of Barron's 400 (BFOR) to First Trust Expanded Technology ETF (XPND)
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

$76.13

Average Daily Volume

4,027

Number of Holdings *

388

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

First Trust Expanded Technology ETF

XPND Description The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.

Grade (RS Rating)

Last Trade

$30.10

Average Daily Volume

2,837

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period BFOR XPND
30 Days 3.27% 2.31%
60 Days 6.85% 5.61%
90 Days 9.67% 6.87%
12 Months 33.08% 34.34%
30 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in XPND Overlap
AAPL C 0.24% 4.09% 0.24%
ADBE D 0.23% 3.79% 0.23%
ADSK B 0.26% 1.15% 0.26%
AMAT F 0.22% 2.66% 0.22%
ANET C 0.25% 2.1% 0.25%
APH B 0.26% 1.52% 0.26%
APP A 0.56% 0.7% 0.56%
CHTR B 0.26% 0.98% 0.26%
CPAY A 0.27% 0.27% 0.27%
EA A 0.26% 0.25% 0.25%
GOOGL B 0.26% 4.41% 0.26%
IBM C 0.22% 3.34% 0.22%
IT C 0.24% 0.25% 0.24%
KLAC F 0.2% 1.5% 0.2%
MA B 0.24% 4.42% 0.24%
MANH D 0.24% 0.24% 0.24%
META C 0.24% 4.55% 0.24%
MPWR F 0.15% 0.14% 0.14%
MSFT D 0.23% 4.2% 0.23%
MSI B 0.26% 1.43% 0.26%
NTAP C 0.23% 0.22% 0.22%
NVDA A 0.29% 5.05% 0.29%
ORCL A 0.25% 5.44% 0.25%
PANW B 0.27% 2.22% 0.27%
PYPL B 0.28% 1.52% 0.28%
QCOM F 0.22% 3.17% 0.22%
TDY B 0.26% 0.25% 0.25%
TMUS B 0.27% 4.81% 0.27%
V A 0.24% 4.58% 0.24%
WDAY C 0.25% 1.24% 0.25%
BFOR Overweight 358 Positions Relative to XPND
Symbol Grade Weight
LEU C 0.45%
UAL A 0.41%
POWL C 0.4%
IESC A 0.38%
AGX B 0.38%
USLM A 0.38%
TPL A 0.37%
PLTR A 0.37%
AXON A 0.36%
UPWK C 0.34%
PAY A 0.34%
STRL A 0.33%
RCL A 0.32%
VRT A 0.32%
AAON B 0.32%
APO A 0.32%
PAYO A 0.32%
CORT C 0.32%
RMBS C 0.31%
ALSN B 0.31%
RJF A 0.31%
IDCC B 0.31%
WFC A 0.31%
EXPE B 0.31%
CCL A 0.31%
SYF B 0.31%
IBKR A 0.31%
AIT B 0.3%
PCTY B 0.3%
PAYC B 0.3%
PEGA B 0.3%
DOCS C 0.3%
SFM A 0.3%
TILE B 0.3%
AMP A 0.29%
FLEX B 0.29%
NEWT B 0.29%
SUM B 0.29%
FIX A 0.29%
TRGP A 0.29%
SNA B 0.29%
BKR B 0.29%
HLNE A 0.29%
MCB B 0.29%
SKWD A 0.29%
EXEL B 0.29%
MLI B 0.29%
CEIX A 0.29%
UNM A 0.29%
EWBC A 0.29%
LRN A 0.28%
BBW B 0.28%
BL C 0.28%
NFLX A 0.28%
QCRH B 0.28%
EME A 0.28%
WMB A 0.28%
TXRH B 0.28%
PPC B 0.28%
ZM B 0.28%
CRS A 0.28%
GDDY A 0.28%
FTNT B 0.28%
BKNG A 0.28%
TGTX B 0.28%
APOG B 0.28%
AX B 0.28%
MTB A 0.28%
CW B 0.27%
DAKT B 0.27%
IBOC B 0.27%
UTI A 0.27%
ODFL B 0.27%
FAST B 0.27%
MTDR C 0.27%
PFBC B 0.27%
NOG B 0.27%
QLYS C 0.27%
BY B 0.27%
CASH B 0.27%
NTRS A 0.27%
WT A 0.27%
FOUR A 0.27%
NRP B 0.27%
HWM A 0.27%
ERII D 0.27%
HCKT B 0.27%
USAP A 0.27%
CSWI A 0.27%
MWA B 0.27%
FOX A 0.27%
AWI B 0.27%
FITB B 0.26%
IBCP B 0.26%
WHD B 0.26%
BFC B 0.26%
WABC B 0.26%
FFIV B 0.26%
PODD B 0.26%
ACIW B 0.26%
ITT A 0.26%
HCI C 0.26%
MGY A 0.26%
FN B 0.26%
CMPO B 0.26%
DECK A 0.26%
URI B 0.26%
LPX B 0.26%
CEG C 0.26%
LOPE B 0.26%
OZK B 0.26%
CUBI C 0.26%
PEBO B 0.26%
NRG B 0.26%
NIC B 0.26%
FTI A 0.26%
ATR B 0.26%
ACMR F 0.26%
AMZN B 0.26%
OKE A 0.26%
ARLP A 0.26%
AMAL B 0.26%
CVLT B 0.26%
FTDR B 0.26%
PH B 0.26%
TRN A 0.26%
FULT B 0.26%
OII B 0.26%
CNO B 0.26%
FCNCA A 0.26%
CPRT B 0.26%
G B 0.26%
RL C 0.26%
JPM A 0.26%
MLR C 0.26%
ORRF B 0.26%
BR B 0.25%
XOM B 0.25%
DCI B 0.25%
SLVM C 0.25%
MRO A 0.25%
ANF C 0.25%
TW A 0.25%
PAYX B 0.25%
ISRG A 0.25%
RBA A 0.25%
AXP B 0.25%
HUBB B 0.25%
VIRT A 0.25%
REVG B 0.25%
CINF A 0.25%
WLDN C 0.25%
YELP C 0.25%
FIZZ C 0.25%
PLMR A 0.25%
ADP B 0.25%
WTS B 0.25%
IPAR C 0.25%
BELFB C 0.25%
SRCE B 0.25%
UTHR C 0.25%
LAUR A 0.25%
MLM B 0.25%
CAT C 0.25%
IRMD C 0.25%
APD A 0.25%
FDS B 0.25%
FCF B 0.25%
INGR B 0.25%
MCRI A 0.25%
ADMA C 0.25%
MBWM B 0.25%
DBX C 0.25%
SM C 0.25%
OSBC B 0.25%
EXP B 0.25%
AIZ A 0.25%
LKFN B 0.25%
EOG A 0.25%
HES B 0.25%
TCMD B 0.25%
CBT C 0.24%
XPEL C 0.24%
CME A 0.24%
FBP B 0.24%
RGA B 0.24%
CTSH C 0.24%
EPD A 0.24%
CMG C 0.24%
ALL A 0.24%
FMBH B 0.24%
DT C 0.24%
FANG D 0.24%
HEI A 0.24%
TBBK B 0.24%
BRO B 0.24%
AMPY D 0.24%
FSS B 0.24%
DRI C 0.24%
CTAS B 0.24%
VEEV C 0.24%
PLAB D 0.24%
OSIS A 0.24%
HNI B 0.24%
MOD A 0.24%
MPLX A 0.24%
ET A 0.24%
HWKN B 0.24%
CPRX C 0.24%
GGG B 0.24%
WWD B 0.24%
SIG C 0.24%
CQP B 0.24%
CASY A 0.24%
CF A 0.24%
CSL C 0.24%
DOV B 0.24%
TSCO D 0.23%
THC C 0.23%
SSNC C 0.23%
MPC D 0.23%
STBA B 0.23%
CACI C 0.23%
DVN F 0.23%
TEX D 0.23%
DY C 0.23%
CHWY B 0.23%
MCO D 0.23%
NYT D 0.23%
WEC A 0.23%
NBIX C 0.23%
AFL C 0.23%
OFG B 0.23%
BRC C 0.23%
OTTR C 0.23%
HIG B 0.23%
TJX A 0.23%
CHDN C 0.23%
VRSN F 0.23%
PGR B 0.23%
TGT B 0.23%
NOV D 0.23%
LNN B 0.23%
LII A 0.23%
COR B 0.23%
TRIN A 0.23%
WRB B 0.23%
SCCO F 0.23%
COOP B 0.23%
TOL B 0.23%
GL C 0.23%
ZBH C 0.23%
JWN C 0.23%
THR B 0.23%
CHD A 0.23%
BMI C 0.23%
COST A 0.23%
KNSL B 0.23%
SBR B 0.23%
SYK A 0.23%
CWCO C 0.22%
CBOE C 0.22%
HESM A 0.22%
TPH D 0.22%
ON F 0.22%
WES C 0.22%
SHOO D 0.22%
CNA C 0.22%
IMMR F 0.22%
UFPT C 0.22%
MSA D 0.22%
NEU D 0.22%
JKHY D 0.22%
BLDR D 0.22%
SO C 0.22%
EBAY D 0.22%
RNR C 0.22%
SPGI D 0.22%
SYY D 0.22%
BURL A 0.22%
NVR D 0.22%
KOS D 0.22%
MMM D 0.22%
FDX B 0.22%
ROL B 0.22%
ECL D 0.22%
YETI D 0.22%
WFRD F 0.21%
MBIN F 0.21%
SKX F 0.21%
RMD C 0.21%
ZTS D 0.21%
VITL D 0.21%
WSM D 0.21%
VAL F 0.21%
JNJ D 0.21%
PHM D 0.21%
HRB D 0.21%
XYL D 0.21%
KMB C 0.21%
IBP F 0.21%
TH C 0.21%
APA F 0.21%
EGY F 0.21%
FC F 0.21%
ROST D 0.21%
COKE C 0.21%
MHO D 0.21%
AMPH F 0.21%
HOLX D 0.21%
DVA C 0.21%
MEDP D 0.21%
PEP F 0.21%
NSSC F 0.21%
BMRN F 0.21%
VLTO C 0.21%
IPG F 0.21%
DKS D 0.21%
LEN D 0.21%
EG D 0.21%
MOH F 0.2%
HALO F 0.2%
HOG F 0.2%
IQV F 0.2%
FCN F 0.2%
CL D 0.2%
YOU D 0.2%
BOOT D 0.2%
GRBK D 0.2%
ONTO F 0.2%
ACGL D 0.2%
FMC D 0.2%
DFIN D 0.2%
WMS F 0.2%
HSY F 0.2%
HY D 0.2%
PTGX D 0.2%
AKAM F 0.2%
AOS F 0.2%
WING D 0.19%
COLL F 0.19%
DFH F 0.19%
FSLR F 0.19%
LLY F 0.19%
DHI D 0.19%
UHS D 0.19%
INSW F 0.19%
LNW F 0.19%
HRMY F 0.19%
HRTG C 0.18%
SIGA F 0.18%
CRUS F 0.18%
CROX F 0.17%
LNTH F 0.17%
BLBD F 0.17%
TDW F 0.16%
ASC D 0.15%
REGN F 0.15%
BFOR Underweight 20 Positions Relative to XPND
Symbol Grade Weight
CRM B -5.38%
AVGO C -4.3%
NOW B -3.71%
INTU B -3.4%
TXN C -3.26%
FI A -2.11%
LRCX F -1.69%
CRWD B -1.46%
MRVL B -1.36%
WMG C -0.27%
GEN B -0.26%
FOXA B -0.26%
HPE B -0.25%
TYL B -0.24%
OMC C -0.24%
PTC B -0.24%
BSY D -0.21%
SWKS F -0.18%
TER F -0.18%
CDW F -0.18%
Compare ETFs