BFOR vs DAX
Comparison between BARRON'S 400 ETF (BFOR, ETF) and GLOBAL X DAX GERMANY ETF (DAX, ETF).
5-Year PerformanceBFOR has outperformed DAX, delivering a return of +14.2% compared to +9.8%
BFOR vs DAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BFOR
$230M
DAX
$229M
Expense Ratio
BFOR
0.65%
Winner
DAX
0.20%
Max Drawdown
Winner
BFOR
42.22%
DAX
48.57%
Sharpe Ratio
Winner
BFOR
1.12
DAX
0.25
5Y Beta
BFOR
0.95
Winner
DAX
0.78
P/E Ratio
BFOR
17.85
DAX
N/A
Forward P/E
BFOR
16.29
DAX
N/A
5Y Dividends CAGR
Winner
BFOR
27.51%
DAX
-4.99%
5Y EPS CAGR
BFOR
20.71%
DAX
N/A
P/S Ratio
BFOR
2.51
DAX
N/A
P/B Ratio
BFOR
3.41
DAX
N/A
BFOR vs DAX - Holdings Comparison
BFOR and DAX have 1 common holdings. Overlap is -0.03%
BFOR's top 25 holdings weight is 10.24%. DAX's top 25 holdings weight is 91.28%.
| Rank | BFOR | DAX |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 0.62% | SIEMENS AG (n/a) - 11.35% |
| #2 | n/a (DELL) - 0.62% | SAP SE (n/a) - 10.52% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 0.53% | ALLIANZ SE (n/a) - 9.32% |
| #4 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.53% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 7.02% |
| #5 | MICRON TECHNOLOGY INC (MU) - 0.50% | AIRBUS SE (n/a) - 6.84% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.48% | DEUTSCHE TELEKOM AG (n/a) - 5.65% |
| #7 | NUTEX HEALTH INC (NUTX) - 0.46% | INFINEON TECHNOLOGIES AG (n/a) - 4.01% |
| #8 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% | MUNCHENER RUCKVERSICHERUNGS-GESELLSCHAFT AG (n/a) - 3.65% |
| #9 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42% | DEUTSCHE BANK AG (n/a) - 3.48% |
| #10 | FORTINET INC (FTNT) - 0.39% | RHEINMETALL AG (n/a) - 3.08% |
| #11 | PAYCOM SOFTWARE INC (PAYC) - 0.39% | DEUTSCHE POST AG (n/a) - 2.93% |
| #12 | ILLUMINA INC (ILMN) - 0.39% | DEUTSCHE BOERSE AG (n/a) - 2.90% |
| #13 | SEZZLE INC (SEZL) - 0.39% | BAYER AG (n/a) - 2.69% |
| #14 | SHARKNINJA INC (SN) - 0.39% | BASF SE (n/a) - 2.58% |
| #15 | ENOVA INTERNATIONAL INC (ENVA) - 0.39% | E.ON SE (n/a) - 2.18% |
| #16 | RIGEL PHARMACEUTICALS INC (RIGL) - 0.38% | RWE AG CLASS A (n/a) - 2.04% |
| #17 | ROKU INC CLASS A (ROKU) - 0.37% | MERCEDES-BENZ GROUP AG (n/a) - 1.81% |
| #18 | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.37% | ADIDAS AG (n/a) - 1.57% |
| #19 | WESTERN DIGITAL CORP (WDC) - 0.37% | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.31% |
| #20 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.37% | HEIDELBERG MATERIALS AG (n/a) - 1.11% |
| #21 | GORMAN-RUPP CO (GRC) - 0.29% | MTU AERO ENGINES AG (n/a) - 1.10% |
| #22 | MITEK SYSTEMS INC (MITK) - 0.29% | BAYERISCHE MOTOREN WERKE AG (n/a) - 1.09% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 0.29% | FRESENIUS SE & CO KGAA REGISTERED SHARES (n/a) - 1.08% |
| #24 | WILLIAMS-SONOMA INC (WSM) - 0.29% | MERCK KGAA (n/a) - 1.00% |
| #25 | VIKING HOLDINGS LTD (VIK) - 0.29% | COMMERZBANK AG (n/a) - 0.97% |
| Total Holdings | 357 | 44 |
BFOR vs DAX - Historical Returns
Returns include dividend reinvestment.
1M
BFOR
+3.48%
Winner
DAX
+7.85%
3M
Winner
BFOR
+6.85%
DAX
+4.82%
6M
Winner
BFOR
+9.63%
DAX
+2.63%
1Y
Winner
BFOR
+23.73%
DAX
+8.36%
5Y(CAGR)
Winner
BFOR
+14.20%
DAX
+9.75%
10Y(CAGR)
Winner
BFOR
+15.69%
DAX
+9.32%
Max(CAGR)
Winner
BFOR
+14.48%
DAX
+7.91%
BFOR vs DAX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BFOR | DAX |
|---|---|---|
| 2026 | +16.97% | +5.89% |
| 2025 | +15.75% | +39.76% |
| 2024 | +20.67% | +11.66% |
| 2023 | +23.91% | +22.59% |
| 2022 | -11.53% | -18.78% |
| 2021 | +35.97% | +7.01% |
| 2020 | +20.25% | +10.69% |
| 2019 | +22.90% | +22.46% |
| 2018 | -11.89% | -22.62% |
| 2017 | +20.93% | +28.23% |
| 2016 | +22.82% | +6.53% |
| 2015 | -0.26% | -3.62% |
| 2014 | +9.71% | +3.62% |
| 2013 | +20.89% | N/A |
BFOR vs DAX Drawdown Comparison
The maximum drawdown for BFOR was -38.87%, occurring on Mar 23, 2020. Recovery took 157 trading sessions.
The maximum drawdown for DAX was -45.59%, occurring on Mar 18, 2020. Recovery took 737 trading sessions.
The current BFOR drawdown is -1.68%.
| Rank | BFOR | DAX |
|---|---|---|
| #1 | -38.87% Jan 17, 2020 - Sep 1, 2020 | -45.59% Jan 24, 2018 - Dec 28, 2020 |
| #2 | -25.05% Jan 4, 2022 - Dec 13, 2023 | -39.93% Jun 7, 2021 - Mar 7, 2024 |
| #3 | -24.82% Aug 29, 2018 - Jan 16, 2020 | -24.76% Apr 6, 2015 - Apr 24, 2017 |
| #4 | -21.48% Jun 23, 2015 - Nov 11, 2016 | -16.03% Mar 18, 2025 - Apr 29, 2025 |
| #5 | -20.29% Nov 25, 2024 - Jul 1, 2025 | -14.82% Jan 27, 2026 - Aug 4, 2026 |
| #6 | -11.14% Jul 3, 2014 - Nov 24, 2014 | -9.10% Dec 1, 2014 - Feb 3, 2015 |
| #7 | -9.53% Jan 26, 2018 - Jun 6, 2018 | -8.58% Jul 9, 2025 - Jan 5, 2026 |
| #8 | -8.98% Feb 26, 2026 - Apr 17, 2026 | -8.10% May 15, 2024 - Aug 23, 2024 |
| #9 | -8.62% Sep 2, 2020 - Oct 8, 2020 | -7.43% Sep 27, 2024 - Jan 21, 2025 |
| #10 | -7.90% Jul 16, 2024 - Sep 19, 2024 | -6.23% Mar 27, 2024 - May 9, 2024 |
| #11 | -7.37% Nov 16, 2021 - Dec 27, 2021 | -5.67% Jan 8, 2021 - Mar 10, 2021 |
| #12 | -6.76% Jan 22, 2014 - Feb 24, 2014 | -4.04% Feb 3, 2015 - Feb 20, 2015 |
| #13 | -6.35% Mar 28, 2024 - Jul 12, 2024 | -3.67% Apr 16, 2021 - May 7, 2021 |
| #14 | -6.21% Oct 12, 2020 - Nov 5, 2020 | -3.63% Mar 2, 2015 - Mar 16, 2015 |
| #15 | -6.05% Sep 18, 2025 - Dec 3, 2025 | -3.62% Jun 5, 2025 - Jun 26, 2025 |
Correlation
Correlation between BFOR and DAX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2013 - 2026)
BFOR vs DAX dividend yield comparison.
| Year | BFOR | DAX |
|---|---|---|
| 2026 | 0.00% | 1.80% |
| 2025 | 2.38% | 1.47% |
| 2024 | 2.77% | 2.24% |
| 2023 | 5.03% | 2.48% |
| 2022 | 6.71% | 2.80% |
| 2021 | 3.66% | 2.65% |
| 2020 | 3.92% | 2.25% |
| 2019 | 2.76% | 2.47% |
| 2018 | 3.77% | 3.33% |
| 2017 | 2.39% | 1.73% |
| 2016 | 3.12% | 1.78% |
| 2015 | 3.43% | 1.41% |
| 2014 | 2.87% | 0.00% |
| 2013 | 0.71% | 0.00% |
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