BFOR vs AVSE
Comparison between BARRON'S 400 ETF (BFOR, ETF) and AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF (AVSE, ETF).
BFOR vs AVSE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BFOR
$229M
AVSE
$229M
Expense Ratio
BFOR
0.65%
Winner
AVSE
0.33%
Max Drawdown
BFOR
42.22%
Winner
AVSE
26.52%
Sharpe Ratio
BFOR
1.11
Winner
AVSE
1.15
5Y Beta
BFOR
0.96
Winner
AVSE
0.87
P/E Ratio
BFOR
17.70
AVSE
N/A
Forward P/E
BFOR
15.88
AVSE
N/A
5Y Dividends CAGR
BFOR
27.49%
AVSE
N/A
5Y EPS CAGR
BFOR
22.20%
AVSE
N/A
P/S Ratio
BFOR
2.44
AVSE
N/A
P/B Ratio
BFOR
3.39
AVSE
N/A
BFOR vs AVSE - Holdings Comparison
BFOR and AVSE have 2 common holdings. Overlap is 0.12%
BFOR's top 25 holdings weight is 10.41%. AVSE's top 25 holdings weight is 32.90%.
| Rank | BFOR | AVSE |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 0.63% | n/a (TSM) - 8.99% |
| #2 | ADVANCED MICRO DEVICES INC (AMD) - 0.61% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 4.76% |
| #3 | n/a (DELL) - 0.61% | SK HYNIX INC (n/a) - 4.27% |
| #4 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.54% | TENCENT HOLDINGS LTD (n/a) - 2.48% |
| #5 | MARVELL TECHNOLOGY INC (MRVL) - 0.52% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 1.34% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.48% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.07% |
| #7 | MICRON TECHNOLOGY INC (MU) - 0.47% | MEDIATEK INC (n/a) - 0.88% |
| #8 | NUTEX HEALTH INC (NUTX) - 0.45% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.71% |
| #9 | FORTINET INC (FTNT) - 0.44% | n/a (n/a) - 0.67% |
| #10 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.44% | ICICI BANK LTD ADR (IBN) - 0.64% |
| #11 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% | n/a (n/a) - 0.63% |
| #12 | WESTERN DIGITAL CORP (WDC) - 0.42% | YUM CHINA HOLDINGS INC (YUMC) - 0.59% |
| #13 | ENOVA INTERNATIONAL INC (ENVA) - 0.39% | GEELY AUTOMOBILE HOLDINGS LTD (n/a) - 0.53% |
| #14 | APPLIED MATERIALS INC (AMAT) - 0.38% | NETEASE INC ADR (NTES) - 0.53% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 0.37% | PDD HOLDINGS INC ADR (PDD) - 0.53% |
| #16 | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.36% | HDFC BANK LTD (n/a) - 0.52% |
| #17 | n/a (RSI) - 0.36% | ELITE MATERIAL CO LTD (n/a) - 0.48% |
| #18 | REMITLY GLOBAL INC (RELY) - 0.36% | HYUNDAI MOTOR CO (n/a) - 0.48% |
| #19 | LAM RESEARCH CORP (LRCX) - 0.35% | n/a (n/a) - 0.48% |
| #20 | KLA CORP (KLAC) - 0.35% | KB FINANCIAL GROUP INC ADR (KB) - 0.45% |
| #21 | WISDOMTREE INC (WT) - 0.29% | CHINA LIFE INSURANCE CO LTD CLASS H (n/a) - 0.44% |
| #22 | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.29% | TS FINANCIAL HOLDING CO LTD (n/a) - 0.36% |
| #23 | NVE CORP (NVEC) - 0.29% | n/a (n/a) - 0.36% |
| #24 | REPUBLIC BANCORP INC CLASS A (RBCAA) - 0.29% | KIA CORP (n/a) - 0.36% |
| #25 | SHORE BANCSHARES INC (SHBI) - 0.29% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.35% |
| Total Holdings | 358 | 2211 |
BFOR vs AVSE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BFOR
+0.59%
AVSE
-8.69%
3M
Winner
BFOR
+6.06%
AVSE
+5.77%
6M
BFOR
+8.32%
Winner
AVSE
+13.52%
1Y
BFOR
+21.52%
Winner
AVSE
+31.64%
5Y(CAGR)
BFOR
+10.91%
Winner
AVSE
+13.36%
10Y(CAGR)
BFOR
+12.49%
AVSE
N/A
Max(CAGR)
BFOR
+11.58%
Winner
AVSE
+13.36%
BFOR vs AVSE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BFOR | AVSE |
|---|---|---|
| 2026 | +13.54% | +16.88% |
| 2025 | +13.74% | +32.37% |
| 2024 | +18.22% | +9.98% |
| 2023 | +19.45% | +15.41% |
| 2022 | -15.72% | -13.84% |
| 2021 | +32.26% | N/A |
| 2020 | +16.83% | N/A |
| 2019 | +20.41% | N/A |
| 2018 | -14.34% | N/A |
| 2017 | +18.83% | N/A |
| 2016 | +20.06% | N/A |
| 2015 | -2.72% | N/A |
| 2014 | +7.43% | N/A |
| 2013 | +20.25% | N/A |
BFOR vs AVSE Drawdown Comparison
The maximum drawdown for BFOR was -41.26%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.
The maximum drawdown for AVSE was -26.28%, occurring on Oct 24, 2022. Recovery took 483 trading sessions.
The current BFOR drawdown is -1.65%. The current AVSE drawdown is -8.69%.
| Rank | BFOR | AVSE |
|---|---|---|
| #1 | -41.26% Aug 29, 2018 - Nov 9, 2020 | -26.28% Apr 4, 2022 - Mar 7, 2024 |
| #2 | -25.94% Nov 16, 2021 - Feb 12, 2024 | -17.67% Oct 7, 2024 - May 16, 2025 |
| #3 | -23.42% Jun 23, 2015 - Nov 17, 2016 | -14.17% Feb 25, 2026 - Apr 30, 2026 |
| #4 | -21.91% Nov 25, 2024 - Jul 23, 2025 | -11.23% Jun 22, 2026 - Jul 17, 2026 |
| #5 | -11.14% Jul 3, 2014 - Nov 24, 2014 | -9.25% Jul 12, 2024 - Sep 24, 2024 |
| #6 | -9.53% Jan 26, 2018 - Jun 6, 2018 | -8.28% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -8.98% Feb 26, 2026 - Apr 17, 2026 | -5.90% May 11, 2026 - May 26, 2026 |
| #8 | -7.90% Jul 16, 2024 - Sep 19, 2024 | -5.05% Apr 9, 2024 - May 2, 2024 |
| #9 | -6.76% Jan 22, 2014 - Feb 24, 2014 | -4.59% Oct 6, 2025 - Oct 20, 2025 |
| #10 | -6.35% Mar 28, 2024 - Jul 12, 2024 | -4.54% Oct 29, 2025 - Dec 26, 2025 |
| #11 | -6.05% Sep 18, 2025 - Dec 3, 2025 | -4.46% May 17, 2024 - Jul 3, 2024 |
| #12 | -5.70% Apr 2, 2014 - Jun 6, 2014 | -3.60% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -5.42% Nov 24, 2014 - Dec 29, 2014 | -2.73% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -5.27% Dec 29, 2014 - Feb 10, 2015 | -2.45% Jan 28, 2026 - Feb 9, 2026 |
| #15 | -4.88% Jun 18, 2013 - Jul 8, 2013 | -1.97% Mar 12, 2024 - Apr 5, 2024 |
Correlation
Correlation between BFOR and AVSE is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
BFOR vs AVSE dividend yield comparison.
| Year | BFOR | AVSE |
|---|---|---|
| 2026 | 0.00% | 0.65% |
| 2025 | 0.60% | 2.68% |
| 2024 | 0.69% | 3.03% |
| 2023 | 1.26% | 3.20% |
| 2022 | 1.68% | 1.27% |
| 2021 | 0.92% | 0.00% |
| 2020 | 0.98% | 0.00% |
| 2019 | 0.69% | 0.00% |
| 2018 | 0.94% | 0.00% |
| 2017 | 0.60% | 0.00% |
| 2016 | 0.78% | 0.00% |
| 2015 | 0.86% | 0.00% |
| 2014 | 0.72% | 0.00% |
| 2013 | 0.18% | 0.00% |
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