BFOR vs FXG
Comparison between BARRON'S 400 ETF (BFOR, ETF) and FIRST TRUST CONSUMER STAPLES ALPHADEX FUND (FXG, ETF).
5-Year PerformanceBFOR has outperformed FXG, delivering a return of +14.2% compared to +5.0%
BFOR vs FXG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BFOR
$230M
FXG
$229M
Expense Ratio
BFOR
0.65%
Winner
FXG
0.63%
Max Drawdown
BFOR
42.22%
Winner
FXG
40.05%
Sharpe Ratio
Winner
BFOR
1.12
FXG
0.03
5Y Beta
BFOR
0.95
Winner
FXG
0.22
P/E Ratio
Winner
BFOR
17.85
FXG
18.69
Forward P/E
BFOR
16.29
Winner
FXG
13.49
PEG Ratio
BFOR
N/A
FXG
0.18
5Y Dividends CAGR
Winner
BFOR
27.51%
FXG
16.63%
5Y EPS CAGR
Winner
BFOR
20.71%
FXG
9.94%
Debt to Equity
BFOR
N/A
FXG
-36.44%
P/S Ratio
BFOR
2.51
Winner
FXG
0.56
P/B Ratio
BFOR
3.41
Winner
FXG
2.22
BFOR vs FXG - Holdings Comparison
BFOR and FXG have 7 common holdings. Overlap is 1.65%
BFOR's top 25 holdings weight is 10.24%. FXG's top 25 holdings weight is 82.20%.
| Rank | BFOR | FXG |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 0.62% | FRESHPET INC (FRPT) - 4.97% |
| #2 | n/a (DELL) - 0.62% | JBS NV ORDINARY SHARES CLASS A (JBS) - 4.50% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 0.53% | GENERAL MILLS INC (GIS) - 4.46% |
| #4 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.53% | INGREDION INC (INGR) - 4.45% |
| #5 | MICRON TECHNOLOGY INC (MU) - 0.50% | MCCORMICK & CO INC ORDINARY SHARES (NON VOTING) (MKC) - 4.27% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.48% | PILGRIMS PRIDE CORP (PPC) - 3.88% |
| #7 | NUTEX HEALTH INC (NUTX) - 0.46% | SEABOARD CORP (SEB) - 3.83% |
| #8 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% | SMITHFIELD FOODS INC (SFD) - 3.81% |
| #9 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42% | CASEY'S GENERAL STORES INC (CASY) - 3.43% |
| #10 | FORTINET INC (FTNT) - 0.39% | THE CAMPBELL'S CO (CPB) - 3.30% |
| #11 | PAYCOM SOFTWARE INC (PAYC) - 0.39% | COCA-COLA CONSOLIDATED INC (COKE) - 3.22% |
| #12 | ILLUMINA INC (ILMN) - 0.39% | CARDINAL HEALTH INC (CAH) - 3.21% |
| #13 | SEZZLE INC (SEZL) - 0.39% | REYNOLDS CONSUMER PRODUCTS INC ORDINARY SHARES (REYN) - 3.18% |
| #14 | SHARKNINJA INC (SN) - 0.39% | CONSTELLATION BRANDS INC CLASS A (STZ) - 3.13% |
| #15 | ENOVA INTERNATIONAL INC (ENVA) - 0.39% | MONSTER BEVERAGE CORP (MNST) - 3.11% |
| #16 | RIGEL PHARMACEUTICALS INC (RIGL) - 0.38% | LAMB WESTON HOLDINGS INC (LW) - 3.00% |
| #17 | ROKU INC CLASS A (ROKU) - 0.37% | POST HOLDINGS INC (POST) - 2.97% |
| #18 | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.37% | DARLING INGREDIENTS INC (DAR) - 2.83% |
| #19 | WESTERN DIGITAL CORP (WDC) - 0.37% | BROWN-FORMAN CORP REGISTERED SHS -B- NON VTG (BF-B) - 2.56% |
| #20 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.37% | BUNGE GLOBAL SA (BG) - 2.55% |
| #21 | GORMAN-RUPP CO (GRC) - 0.29% | SPROUTS FARMERS MARKET INC (SFM) - 2.48% |
| #22 | MITEK SYSTEMS INC (MITK) - 0.29% | SYSCO CORP (SYY) - 2.47% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 0.29% | PROCTER & GAMBLE CO (PG) - 2.40% |
| #24 | WILLIAMS-SONOMA INC (WSM) - 0.29% | TYSON FOODS INC CLASS A (TSN) - 2.38% |
| #25 | VIKING HOLDINGS LTD (VIK) - 0.29% | CONAGRA BRANDS INC (CAG) - 1.81% |
| Total Holdings | 357 | 41 |
BFOR vs FXG - Historical Returns
Returns include dividend reinvestment.
1M
BFOR
+3.48%
Winner
FXG
+3.51%
3M
BFOR
+6.85%
Winner
FXG
+9.82%
6M
Winner
BFOR
+9.63%
FXG
-1.32%
1Y
Winner
BFOR
+23.73%
FXG
+4.31%
5Y(CAGR)
Winner
BFOR
+14.20%
FXG
+4.97%
10Y(CAGR)
Winner
BFOR
+15.69%
FXG
+5.07%
Max(CAGR)
Winner
BFOR
+14.48%
FXG
+8.20%
BFOR vs FXG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BFOR | FXG |
|---|---|---|
| 2026 | +16.97% | +10.01% |
| 2025 | +15.75% | -2.73% |
| 2024 | +20.67% | +1.53% |
| 2023 | +23.91% | +2.95% |
| 2022 | -11.53% | +2.91% |
| 2021 | +35.97% | +22.14% |
| 2020 | +20.25% | +5.92% |
| 2019 | +22.90% | +21.13% |
| 2018 | -11.89% | -11.58% |
| 2017 | +20.93% | +7.10% |
| 2016 | +22.82% | +5.89% |
| 2015 | -0.26% | +6.91% |
| 2014 | +9.71% | +22.08% |
| 2013 | +20.89% | +38.16% |
| 2012 | N/A | +10.58% |
| 2011 | N/A | +13.08% |
| 2010 | N/A | +18.79% |
| 2009 | N/A | +24.81% |
| 2008 | N/A | -24.28% |
| 2007 | N/A | -2.32% |
BFOR vs FXG Drawdown Comparison
The maximum drawdown for BFOR was -38.87%, occurring on Mar 23, 2020. Recovery took 157 trading sessions.
The maximum drawdown for FXG was -38.69%, occurring on Mar 6, 2009. Recovery took 713 trading sessions.
The current BFOR drawdown is -1.68%. The current FXG drawdown is -3.34%.
| Rank | BFOR | FXG |
|---|---|---|
| #1 | -38.87% Jan 17, 2020 - Sep 1, 2020 | -38.69% Jun 4, 2007 - Apr 1, 2010 |
| #2 | -25.05% Jan 4, 2022 - Dec 13, 2023 | -27.54% Dec 27, 2019 - Aug 4, 2020 |
| #3 | -24.82% Aug 29, 2018 - Jan 16, 2020 | -19.27% Jan 26, 2018 - Dec 20, 2019 |
| #4 | -21.48% Jun 23, 2015 - Nov 11, 2016 | -15.70% Apr 20, 2022 - Mar 11, 2024 |
| #5 | -20.29% Nov 25, 2024 - Jul 1, 2025 | -15.25% Jul 7, 2011 - Nov 28, 2012 |
| #6 | -11.14% Jul 3, 2014 - Nov 24, 2014 | -12.75% Feb 27, 2026 - Jun 2, 2026 |
| #7 | -9.53% Jan 26, 2018 - Jun 6, 2018 | -12.01% Nov 29, 2024 - Feb 6, 2026 |
| #8 | -8.98% Feb 26, 2026 - Apr 17, 2026 | -10.95% Jul 8, 2016 - Nov 30, 2017 |
| #9 | -8.62% Sep 2, 2020 - Oct 8, 2020 | -10.92% Apr 14, 2010 - Oct 13, 2010 |
| #10 | -7.90% Jul 16, 2024 - Sep 19, 2024 | -9.84% Aug 17, 2015 - Mar 16, 2016 |
| #11 | -7.37% Nov 16, 2021 - Dec 27, 2021 | -8.93% May 10, 2021 - Nov 15, 2021 |
| #12 | -6.76% Jan 22, 2014 - Feb 24, 2014 | -7.06% Jan 14, 2014 - Feb 20, 2014 |
| #13 | -6.35% Mar 28, 2024 - Jul 12, 2024 | -6.47% Jun 20, 2014 - Oct 30, 2014 |
| #14 | -6.21% Oct 12, 2020 - Nov 5, 2020 | -6.45% Mar 27, 2024 - Aug 30, 2024 |
| #15 | -6.05% Sep 18, 2025 - Dec 3, 2025 | -6.23% May 31, 2011 - Jul 1, 2011 |
Correlation
Correlation between BFOR and FXG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
BFOR vs FXG dividend yield comparison.
| Year | BFOR | FXG |
|---|---|---|
| 2026 | 0.00% | 0.90% |
| 2025 | 2.38% | 2.83% |
| 2024 | 2.77% | 1.70% |
| 2023 | 5.03% | 1.41% |
| 2022 | 6.71% | 1.83% |
| 2021 | 3.66% | 1.38% |
| 2020 | 3.92% | 1.41% |
| 2019 | 2.76% | 1.63% |
| 2018 | 3.77% | 2.31% |
| 2017 | 2.39% | 1.34% |
| 2016 | 3.12% | 1.72% |
| 2015 | 3.43% | 1.67% |
| 2014 | 2.87% | 1.24% |
| 2013 | 0.71% | 0.95% |
| 2012 | 0.00% | 3.21% |
| 2011 | 0.00% | 0.76% |
| 2010 | 0.00% | 1.04% |
| 2009 | 0.00% | 1.10% |
| 2008 | 0.00% | 1.77% |
| 2007 | 0.00% | 0.58% |
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