BFOR vs IDE

Comparison between BARRON'S 400 ETF (BFOR, ETF) and Voya Infrastructure Industrials and Materials Fund (IDE, ETF).

5-Year PerformanceIDE has outperformed BFOR, delivering a return of +12.7% compared to +11.3%

BFOR vs IDE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFOR(ETF)	IDE(ETF)
Net Assets	$215M	$215M
Expense Ratio	0.65%	N/A
Max Drawdown	42.22%	70.45%
Sharpe Ratio	1.38	1.81
5Y Beta	0.97	0.64
P/E Ratio	17.14	N/A
Forward P/E	15.21	N/A
PEG Ratio	0.12	N/A
5Y Dividends CAGR	27.51%	7.25%
5Y EPS CAGR	22.23%	N/A

Net Assets

BFOR

$215M

IDE

$215M

Expense Ratio

BFOR

0.65%

IDE

N/A

Max Drawdown

Winner

BFOR

42.22%

IDE

70.45%

Sharpe Ratio

BFOR

1.38

Winner

IDE

1.81

5Y Beta

BFOR

0.97

Winner

IDE

0.64

P/E Ratio

BFOR

17.14

IDE

N/A

Forward P/E

BFOR

15.21

IDE

N/A

PEG Ratio

BFOR

0.12

IDE

N/A

5Y Dividends CAGR

Winner

BFOR

27.51%

IDE

7.25%

5Y EPS CAGR

BFOR

22.23%

IDE

N/A

BFOR vs IDE - Historical Returns

Returns include dividend reinvestment.

Period	BFOR	IDE
1 month	+5.80%	+0.94%
3 months	+12.41%	+10.45%
6 months	+12.15%	+19.83%
1 year	+26.15%	+33.17%
5 years(CAGR)	+11.27%	+12.73%
10 years(CAGR)	+12.97%	+11.76%
Max(CAGR)	+11.57%	+7.91%

Winner

BFOR

+5.80%

IDE

+0.94%

Winner

BFOR

+12.41%

IDE

+10.45%

BFOR

+12.15%

Winner

IDE

+19.83%

BFOR

+26.15%

Winner

IDE

+33.17%

5Y(CAGR)

BFOR

+11.27%

Winner

IDE

+12.73%

10Y(CAGR)

Winner

BFOR

+12.97%

IDE

+11.76%

Max(CAGR)

Winner

BFOR

+11.57%

IDE

+7.91%

BFOR vs IDE - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BFOR	IDE
2026	+12.34%	+16.06%
2025	+13.74%	+34.19%
2024	+18.22%	+9.99%
2023	+19.45%	+20.98%
2022	-15.72%	-17.05%
2021	+32.26%	+25.84%
2020	+16.83%	-1.45%
2019	+20.41%	+12.25%
2018	-14.34%	-25.17%
2017	+18.83%	+39.27%
2016	+20.06%	+19.50%
2015	-2.72%	-11.77%
2014	+7.43%	+1.60%
2013	+20.25%	+12.26%
2012	N/A	+14.41%
2011	N/A	-13.97%
2010	N/A	+8.38%

BFOR vs IDE Drawdown Comparison

The maximum drawdown for BFOR was -41.26%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

The maximum drawdown for IDE was -52.38%, occurring on Mar 23, 2020. Recovery took 815 trading sessions.

The current BFOR drawdown is -0.02%. The current IDE drawdown is -1.57%.

Rank	BFOR	IDE
#1	-41.26% Aug 29, 2018 - Nov 9, 2020	-52.38% Jan 4, 2018 - Apr 1, 2021
#2	-25.94% Nov 16, 2021 - Feb 12, 2024	-34.47% Jul 24, 2014 - Mar 29, 2017
#3	-23.42% Jun 23, 2015 - Nov 17, 2016	-30.87% Jul 7, 2011 - Oct 28, 2013
#4	-21.91% Nov 25, 2024 - Jul 23, 2025	-30.62% Jun 2, 2021 - May 24, 2024
#5	-11.14% Jul 3, 2014 - Nov 24, 2014	-22.00% Apr 1, 2010 - Nov 3, 2010
#6	-9.53% Jan 26, 2018 - Jun 6, 2018	-18.30% Nov 11, 2024 - May 14, 2025
#7	-8.98% Feb 26, 2026 - Apr 17, 2026	-14.34% Mar 2, 2026 - May 29, 2026
#8	-7.90% Jul 16, 2024 - Sep 19, 2024	-9.12% Apr 1, 2011 - Jul 7, 2011
#9	-6.76% Jan 22, 2014 - Feb 24, 2014	-7.63% Oct 30, 2025 - Dec 22, 2025
#10	-6.35% Mar 28, 2024 - Jul 12, 2024	-6.72% Dec 31, 2013 - Feb 21, 2014
#11	-6.05% Sep 18, 2025 - Dec 3, 2025	-6.60% Jul 16, 2024 - Aug 20, 2024
#12	-5.70% Apr 2, 2014 - Jun 6, 2014	-6.55% Aug 7, 2017 - Sep 18, 2017
#13	-5.42% Nov 24, 2014 - Dec 29, 2014	-5.94% Nov 4, 2010 - Dec 2, 2010
#14	-5.27% Dec 29, 2014 - Feb 10, 2015	-5.63% Oct 2, 2017 - Dec 18, 2017
#15	-4.88% Jun 18, 2013 - Jul 8, 2013	-5.14% Nov 6, 2013 - Dec 26, 2013

Correlation

Correlation between BFOR and IDE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2010 - 2026)

BFOR vs IDE dividend yield comparison.

Year	BFOR	IDE
2026	0.00%	3.63%
2025	0.60%	9.76%
2024	0.69%	11.12%
2023	1.26%	9.00%
2022	1.68%	9.99%
2021	0.92%	7.58%
2020	0.98%	8.89%
2019	0.69%	9.02%
2018	0.94%	16.46%
2017	0.60%	6.88%
2016	0.78%	10.67%
2015	0.86%	12.56%
2014	0.72%	10.34%
2013	0.18%	9.46%
2012	0.00%	10.43%
2011	0.00%	11.70%
2010	0.00%	9.14%