BFOR vs TCAI
Comparison between BARRON'S 400 ETF (BFOR, ETF) and TORTOISE AI INFRASTRUCTURE ETF (TCAI, ETF).
BFOR vs TCAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BFOR
$230M
TCAI
$230M
Expense Ratio
BFOR
0.65%
TCAI
0.65%
Max Drawdown
BFOR
42.22%
Winner
TCAI
28.82%
Sharpe Ratio
BFOR
1.12
Winner
TCAI
1.51
5Y Beta
Winner
BFOR
0.95
TCAI
2.19
P/E Ratio
BFOR
17.85
Winner
TCAI
-939.58
Forward P/E
Winner
BFOR
16.29
TCAI
24.70
PEG Ratio
BFOR
N/A
TCAI
-0.28
5Y Dividends CAGR
BFOR
27.51%
TCAI
N/A
5Y EPS CAGR
BFOR
20.71%
Winner
TCAI
27.23%
Debt to Equity
BFOR
N/A
TCAI
-52.66%
P/S Ratio
Winner
BFOR
2.51
TCAI
4.38
P/B Ratio
Winner
BFOR
3.41
TCAI
6.71
BFOR vs TCAI - Holdings Comparison
BFOR and TCAI have 16 common holdings. Overlap is 3.10%
BFOR's top 25 holdings weight is 10.24%. TCAI's top 25 holdings weight is 74.03%.
| Rank | BFOR | TCAI |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 0.62% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 5.68% |
| #2 | n/a (DELL) - 0.62% | VERTIV HOLDINGS CO CLASS A (VRT) - 5.38% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 0.53% | MICRON TECHNOLOGY INC (MU) - 4.34% |
| #4 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.53% | CIENA CORP (CIEN) - 3.88% |
| #5 | MICRON TECHNOLOGY INC (MU) - 0.50% | QUANTA SERVICES INC (PWR) - 3.86% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.48% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.65% |
| #7 | NUTEX HEALTH INC (NUTX) - 0.46% | WESTERN DIGITAL CORP (WDC) - 3.53% |
| #8 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% | NVENT ELECTRIC PLC (NVT) - 3.43% |
| #9 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42% | GE VERNOVA INC (GEV) - 3.24% |
| #10 | FORTINET INC (FTNT) - 0.39% | CONSTELLATION ENERGY CORP (CEG) - 2.90% |
| #11 | PAYCOM SOFTWARE INC (PAYC) - 0.39% | CIPHER DIGITAL INC (CIFR) - 2.79% |
| #12 | ILLUMINA INC (ILMN) - 0.39% | MYR GROUP INC (MYRG) - 2.70% |
| #13 | SEZZLE INC (SEZL) - 0.39% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 2.50% |
| #14 | SHARKNINJA INC (SN) - 0.39% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.49% |
| #15 | ENOVA INTERNATIONAL INC (ENVA) - 0.39% | DYCOM INDUSTRIES INC (DY) - 2.47% |
| #16 | RIGEL PHARMACEUTICALS INC (RIGL) - 0.38% | ARISTA NETWORKS INC (ANET) - 2.23% |
| #17 | ROKU INC CLASS A (ROKU) - 0.37% | TERAWULF INC (WULF) - 2.22% |
| #18 | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.37% | MASTEC INC (MTZ) - 2.21% |
| #19 | WESTERN DIGITAL CORP (WDC) - 0.37% | NRG ENERGY INC (NRG) - 2.21% |
| #20 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.37% | CORE SCIENTIFIC INC ORDINARY SHARES NEW (CORZ) - 2.19% |
| #21 | GORMAN-RUPP CO (GRC) - 0.29% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.17% |
| #22 | MITEK SYSTEMS INC (MITK) - 0.29% | HUT 8 CORP (HUT) - 2.09% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 0.29% | IREN LTD (IREN) - 1.97% |
| #24 | WILLIAMS-SONOMA INC (WSM) - 0.29% | ENTERGY CORP (ETR) - 1.96% |
| #25 | VIKING HOLDINGS LTD (VIK) - 0.29% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.94% |
| Total Holdings | 357 | 50 |
BFOR vs TCAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BFOR
+3.48%
TCAI
-6.25%
3M
Winner
BFOR
+6.85%
TCAI
-12.91%
6M
BFOR
+9.63%
Winner
TCAI
+20.99%
1Y
BFOR
+23.73%
Winner
TCAI
+81.22%
5Y(CAGR)
BFOR
+14.20%
TCAI
N/A
10Y(CAGR)
BFOR
+15.69%
TCAI
N/A
Max(CAGR)
BFOR
+14.48%
Winner
TCAI
+75.43%
BFOR vs TCAI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BFOR | TCAI |
|---|---|---|
| 2026 | +16.97% | +46.78% |
| 2025 | +15.75% | +17.77% |
| 2024 | +20.67% | N/A |
| 2023 | +23.91% | N/A |
| 2022 | -11.53% | N/A |
| 2021 | +35.97% | N/A |
| 2020 | +20.25% | N/A |
| 2019 | +22.90% | N/A |
| 2018 | -11.89% | N/A |
| 2017 | +20.93% | N/A |
| 2016 | +22.82% | N/A |
| 2015 | -0.26% | N/A |
| 2014 | +9.71% | N/A |
| 2013 | +20.89% | N/A |
BFOR vs TCAI Drawdown Comparison
The maximum drawdown for BFOR was -38.87%, occurring on Mar 23, 2020. Recovery took 157 trading sessions.
The maximum drawdown for TCAI was -28.82%, occurring on Jul 29, 2026. This drawdown has not yet recovered.
The current BFOR drawdown is -1.68%. The current TCAI drawdown is -21.79%.
| Rank | BFOR | TCAI |
|---|---|---|
| #1 | -38.87% Jan 17, 2020 - Sep 1, 2020 | -28.82% Jun 22, 2026 - Jul 29, 2026 |
| #2 | -25.05% Jan 4, 2022 - Dec 13, 2023 | -15.80% Nov 3, 2025 - Jan 27, 2026 |
| #3 | -24.82% Aug 29, 2018 - Jan 16, 2020 | -13.23% Jun 2, 2026 - Jun 18, 2026 |
| #4 | -21.48% Jun 23, 2015 - Nov 11, 2016 | -12.02% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -20.29% Nov 25, 2024 - Jul 1, 2025 | -8.28% May 14, 2026 - May 26, 2026 |
| #6 | -11.14% Jul 3, 2014 - Nov 24, 2014 | -7.27% Oct 15, 2025 - Oct 29, 2025 |
| #7 | -9.53% Jan 26, 2018 - Jun 6, 2018 | -6.97% Jan 28, 2026 - Feb 9, 2026 |
| #8 | -8.98% Feb 26, 2026 - Apr 17, 2026 | -4.42% May 6, 2026 - May 11, 2026 |
| #9 | -8.62% Sep 2, 2020 - Oct 8, 2020 | -3.90% Apr 24, 2026 - Apr 30, 2026 |
| #10 | -7.90% Jul 16, 2024 - Sep 19, 2024 | -3.46% Aug 12, 2025 - Aug 28, 2025 |
| #11 | -7.37% Nov 16, 2021 - Dec 27, 2021 | -2.73% Oct 9, 2025 - Oct 13, 2025 |
| #12 | -6.76% Jan 22, 2014 - Feb 24, 2014 | -2.21% Sep 22, 2025 - Sep 30, 2025 |
| #13 | -6.35% Mar 28, 2024 - Jul 12, 2024 | -1.99% May 11, 2026 - May 14, 2026 |
| #14 | -6.21% Oct 12, 2020 - Nov 5, 2020 | -1.95% Aug 28, 2025 - Sep 9, 2025 |
| #15 | -6.05% Sep 18, 2025 - Dec 3, 2025 | -1.46% Feb 9, 2026 - Feb 11, 2026 |
Correlation
Correlation between BFOR and TCAI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2013 - 2025)
BFOR vs TCAI dividend yield comparison.
| Year | BFOR | TCAI |
|---|---|---|
| 2025 | 2.38% | 0.05% |
| 2024 | 2.77% | 0.00% |
| 2023 | 5.03% | 0.00% |
| 2022 | 6.71% | 0.00% |
| 2021 | 3.66% | 0.00% |
| 2020 | 3.92% | 0.00% |
| 2019 | 2.76% | 0.00% |
| 2018 | 3.77% | 0.00% |
| 2017 | 2.39% | 0.00% |
| 2016 | 3.12% | 0.00% |
| 2015 | 3.43% | 0.00% |
| 2014 | 2.87% | 0.00% |
| 2013 | 0.71% | 0.00% |
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