SMMD vs. BFOR ETF Comparison

Comparison of iShares Russell 2500 ETF (SMMD) to Barron's 400 (BFOR)
SMMD

iShares Russell 2500 ETF

SMMD Description

The investment seeks to track the investment results of the Russell 2500TM Index. The fund generally will invest at least 90% of its assets in the component securities, including indirect investments through the underlying fund, of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the small- to mid-capitalization sector of the U.S. equity market, as defined by FTSE Russell.

Grade (RS Rating)

Last Trade

$69.94

Average Daily Volume

104,137

Number of Holdings *

10

* may have additional holdings in another (foreign) market
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

$75.63

Average Daily Volume

3,977

Number of Holdings *

388

* may have additional holdings in another (foreign) market
Performance
Period SMMD BFOR
30 Days 0.87% 2.56%
60 Days 5.06% 8.18%
90 Days 7.53% 10.29%
12 Months 28.35% 33.97%
4 Overlapping Holdings
Symbol Grade Weight in SMMD Weight in BFOR Overlap
EME B 0.33% 0.28% 0.28%
LII B 0.31% 0.23% 0.23%
NRG B 0.3% 0.27% 0.27%
TPL A 0.35% 0.36% 0.35%
SMMD Overweight 6 Positions Relative to BFOR
Symbol Grade Weight
IWM B 41.51%
CVNA A 0.43%
SW A 0.42%
EQT A 0.34%
PKG B 0.32%
EXE A 0.3%
SMMD Underweight 384 Positions Relative to BFOR
Symbol Grade Weight
APP A -0.49%
LEU C -0.49%
POWL C -0.45%
AGX B -0.39%
UAL A -0.38%
IESC B -0.38%
UPWK B -0.37%
USLM A -0.37%
PLTR A -0.35%
RMBS C -0.33%
PAYO A -0.33%
VRT A -0.32%
CORT B -0.32%
FLEX B -0.31%
PCTY B -0.31%
ALSN B -0.31%
APO A -0.31%
STRL B -0.31%
SYF A -0.31%
WFC A -0.3%
SUM B -0.3%
EXEL B -0.3%
RCL A -0.3%
RJF A -0.3%
SFM A -0.3%
CEIX A -0.3%
MLI B -0.3%
CCL A -0.3%
PAYC B -0.3%
IDCC A -0.3%
SNA A -0.29%
APOG B -0.29%
ACMR F -0.29%
NEWT B -0.29%
EWBC A -0.29%
BKR A -0.29%
CMPO C -0.29%
PPC B -0.29%
AIT A -0.29%
FIX A -0.29%
PEGA B -0.29%
NVDA B -0.29%
MLR B -0.29%
TILE A -0.29%
IBKR A -0.29%
EXPE A -0.29%
AXON A -0.28%
ACIW B -0.28%
TXRH A -0.28%
CW B -0.28%
RL B -0.28%
SKWD A -0.28%
PAY A -0.28%
CEG D -0.28%
ANET C -0.28%
MTB A -0.28%
CSWI B -0.28%
WMB A -0.28%
QLYS C -0.28%
BKNG A -0.28%
AMP A -0.28%
BBW B -0.28%
AX A -0.28%
UNM A -0.28%
ERII B -0.28%
TRGP A -0.28%
AAON A -0.28%
HLNE A -0.28%
CRS A -0.28%
BELFB C -0.27%
NOG A -0.27%
CAT B -0.27%
DAKT A -0.27%
HWM A -0.27%
FCNCA A -0.27%
ODFL B -0.27%
APH B -0.27%
FOUR B -0.27%
HCKT A -0.27%
FN C -0.27%
NTRS A -0.27%
FTDR B -0.27%
QCRH A -0.27%
OII B -0.27%
GDDY A -0.27%
MWA A -0.27%
FAST B -0.27%
BL B -0.27%
ZM B -0.27%
SLVM B -0.27%
USAP B -0.27%
AWI A -0.27%
LRN A -0.27%
MCB A -0.27%
DBX C -0.26%
MGY A -0.26%
TGTX B -0.26%
FFIV B -0.26%
MOD C -0.26%
MTDR C -0.26%
LAUR A -0.26%
CPRT A -0.26%
CPAY A -0.26%
ITT A -0.26%
CACI C -0.26%
FOX A -0.26%
LOPE B -0.26%
OZK A -0.26%
WHD B -0.26%
HCI B -0.26%
ADSK B -0.26%
JPM A -0.26%
TMUS A -0.26%
TRN A -0.26%
PFBC A -0.26%
EXP B -0.26%
TDY B -0.26%
ARLP A -0.26%
PH A -0.26%
CNO A -0.26%
IBOC A -0.26%
ORRF A -0.26%
BY A -0.26%
AMZN B -0.26%
CPRX C -0.26%
IRMD B -0.26%
PANW B -0.26%
UTHR B -0.26%
PYPL A -0.26%
FTI A -0.26%
NRP A -0.26%
URI B -0.26%
ATR B -0.26%
SCCO F -0.26%
CASH A -0.26%
HUBB B -0.26%
CVLT B -0.26%
GOOGL B -0.26%
CHTR B -0.26%
NFLX A -0.26%
MLM B -0.26%
UTI A -0.26%
ET A -0.25%
MBWM A -0.25%
REVG A -0.25%
DCI B -0.25%
WMS F -0.25%
AXP A -0.25%
LKFN A -0.25%
UFPT C -0.25%
SRCE A -0.25%
XOM B -0.25%
ADMA C -0.25%
IBCP A -0.25%
FITB A -0.25%
SM C -0.25%
PAYX B -0.25%
TCMD A -0.25%
CASY B -0.25%
YELP C -0.25%
WWD B -0.25%
TW B -0.25%
APD A -0.25%
EA A -0.25%
MCRI A -0.25%
ORCL A -0.25%
FCF A -0.25%
FTNT A -0.25%
DECK A -0.25%
LPX A -0.25%
HES B -0.25%
PEBO A -0.25%
FIZZ B -0.25%
META C -0.25%
CBT C -0.25%
DOCS C -0.25%
ADP B -0.25%
OKE A -0.25%
WABC A -0.25%
WT A -0.25%
NIC A -0.25%
AMAL B -0.25%
PLAB D -0.25%
INGR B -0.25%
FULT A -0.25%
WLDN C -0.25%
BFC B -0.25%
COR B -0.24%
VIRT A -0.24%
PTGX D -0.24%
FMBH A -0.24%
FBP A -0.24%
COOP B -0.24%
HWKN C -0.24%
TBBK A -0.24%
AAPL C -0.24%
OSIS A -0.24%
QCOM F -0.24%
NTAP D -0.24%
OTTR C -0.24%
BMI B -0.24%
V A -0.24%
LNN B -0.24%
FANG D -0.24%
CTSH B -0.24%
EOG A -0.24%
BR A -0.24%
CHDN C -0.24%
GGG A -0.24%
WDAY B -0.24%
RBA A -0.24%
HNI A -0.24%
AKAM F -0.24%
DRI B -0.24%
PODD A -0.24%
DT C -0.24%
MA A -0.24%
IPAR C -0.24%
FDS A -0.24%
BRO B -0.24%
AMPY D -0.24%
CF A -0.24%
ISRG A -0.24%
IT B -0.24%
ANF C -0.24%
MANH D -0.24%
TEX D -0.24%
CTAS B -0.24%
AIZ A -0.24%
OSBC A -0.24%
CSL B -0.24%
MSI A -0.24%
MRO A -0.24%
SIG B -0.24%
DOV A -0.24%
CUBI B -0.24%
WTS A -0.24%
CINF A -0.24%
G A -0.24%
MPLX A -0.24%
MMM D -0.23%
MEDP D -0.23%
WEC A -0.23%
MHO D -0.23%
YETI F -0.23%
SYK A -0.23%
SSNC D -0.23%
TGT D -0.23%
HIG C -0.23%
NEU C -0.23%
RGA A -0.23%
SHOO D -0.23%
OFG B -0.23%
PGR B -0.23%
SYY D -0.23%
VITL F -0.23%
THR C -0.23%
RNR D -0.23%
PLMR A -0.23%
NBIX D -0.23%
CMG B -0.23%
COST B -0.23%
JKHY D -0.23%
ALL A -0.23%
WRB A -0.23%
VRSN D -0.23%
JWN A -0.23%
GL B -0.23%
TOL B -0.23%
BRC C -0.23%
EPD A -0.23%
ZBH C -0.23%
ON F -0.23%
THC C -0.23%
NYT D -0.23%
CME A -0.23%
CQP A -0.23%
AMAT F -0.23%
FSS C -0.23%
VEEV C -0.23%
SBR B -0.23%
NOV D -0.23%
TSCO D -0.23%
JNJ D -0.22%
CHWY B -0.22%
DKS D -0.22%
MOH F -0.22%
TPH D -0.22%
SPGI C -0.22%
IMMR F -0.22%
VLTO D -0.22%
LEN D -0.22%
BURL C -0.22%
HALO D -0.22%
CBOE D -0.22%
FC F -0.22%
FDX A -0.22%
HESM C -0.22%
WFRD F -0.22%
AMPH F -0.22%
HOLX D -0.22%
DY C -0.22%
BMRN F -0.22%
SIGA F -0.22%
MCO C -0.22%
BLDR D -0.22%
MPC D -0.22%
FMC F -0.22%
ROL A -0.22%
IPG F -0.22%
IBP F -0.22%
HEI A -0.22%
ADBE F -0.22%
XPEL B -0.22%
CWCO C -0.22%
CNA C -0.22%
EBAY D -0.22%
MSA D -0.22%
NSSC F -0.22%
STBA A -0.22%
KNSL C -0.22%
IBM D -0.22%
RMD C -0.22%
SO C -0.22%
TRIN A -0.22%
AFL C -0.22%
TJX A -0.22%
ECL D -0.22%
EGY F -0.22%
DVN F -0.22%
NVR D -0.22%
MSFT D -0.22%
HRB D -0.22%
CHD A -0.22%
APA F -0.21%
DFIN D -0.21%
FCN F -0.21%
HRMY D -0.21%
ZTS D -0.21%
MBIN D -0.21%
DVA C -0.21%
COKE C -0.21%
YOU D -0.21%
KLAC F -0.21%
IQV F -0.21%
VAL F -0.21%
KMB C -0.21%
LNW D -0.21%
PEP F -0.21%
EG D -0.21%
DFH F -0.21%
PHM D -0.21%
ROST D -0.21%
AOS F -0.21%
WSM F -0.21%
HY F -0.21%
SKX D -0.21%
XYL D -0.21%
ONTO F -0.21%
COLL F -0.21%
WES C -0.21%
CL D -0.2%
MPWR F -0.2%
KOS D -0.2%
DHI D -0.2%
INSW F -0.2%
TDW F -0.2%
HOG D -0.2%
ACGL C -0.2%
UHS D -0.2%
BOOT C -0.2%
GRBK D -0.2%
WING F -0.19%
CRUS F -0.19%
BLBD F -0.19%
LNTH F -0.19%
FSLR F -0.19%
LLY F -0.19%
TH C -0.19%
HSY F -0.19%
HRTG C -0.18%
ASC F -0.17%
CROX F -0.17%
REGN F -0.16%
Compare ETFs