BFOR vs XOEX
Comparison between BARRON'S 400 ETF (BFOR, ETF) and Xtrackers S&P 500 Value Scored & Screened ETF (XOEX, ETF).
BFOR vs XOEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BFOR
$230M
Winner
XOEX
$231M
Expense Ratio
BFOR
0.65%
Winner
XOEX
0.15%
Max Drawdown
BFOR
42.22%
Winner
XOEX
15.64%
Sharpe Ratio
BFOR
1.12
Winner
XOEX
1.66
5Y Beta
BFOR
0.95
Winner
XOEX
0.71
P/E Ratio
Winner
BFOR
17.85
XOEX
22.92
Forward P/E
Winner
BFOR
16.29
XOEX
17.91
PEG Ratio
BFOR
N/A
XOEX
0.27
5Y Dividends CAGR
BFOR
27.51%
XOEX
N/A
5Y EPS CAGR
Winner
BFOR
20.71%
XOEX
11.74%
Debt to Equity
BFOR
N/A
XOEX
65.42%
P/S Ratio
BFOR
2.51
Winner
XOEX
2.39
P/B Ratio
Winner
BFOR
3.41
XOEX
3.66
BFOR vs XOEX - Holdings Comparison
BFOR and XOEX have 42 common holdings. Overlap is 6.85%
BFOR's top 25 holdings weight is 10.24%. XOEX's top 25 holdings weight is 45.65%.
| Rank | BFOR | XOEX |
|---|---|---|
| #1 | MARVELL TECHNOLOGY INC (MRVL) - 0.62% | APPLE INC (AAPL) - 9.18% |
| #2 | n/a (DELL) - 0.62% | MICROSOFT CORP (MSFT) - 7.98% |
| #3 | ADVANCED MICRO DEVICES INC (AMD) - 0.53% | EXXON MOBIL CORP (XOM) - 2.85% |
| #4 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.53% | BANK OF AMERICA CORP (BAC) - 2.11% |
| #5 | MICRON TECHNOLOGY INC (MU) - 0.50% | CISCO SYSTEMS INC (CSCO) - 1.71% |
| #6 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.48% | UNITEDHEALTH GROUP INC (UNH) - 1.70% |
| #7 | NUTEX HEALTH INC (NUTX) - 0.46% | WELLS FARGO & CO (WFC) - 1.69% |
| #8 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% | COCA-COLA CO (KO) - 1.55% |
| #9 | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42% | THE GOLDMAN SACHS GROUP INC (GS) - 1.49% |
| #10 | FORTINET INC (FTNT) - 0.39% | MICRON TECHNOLOGY INC (MU) - 1.43% |
| #11 | PAYCOM SOFTWARE INC (PAYC) - 0.39% | MERCK & CO INC (MRK) - 1.41% |
| #12 | ILLUMINA INC (ILMN) - 0.39% | ABBVIE INC (ABBV) - 1.31% |
| #13 | SEZZLE INC (SEZL) - 0.39% | ABBOTT LABORATORIES (ABT) - 1.26% |
| #14 | SHARKNINJA INC (SN) - 0.39% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.21% |
| #15 | ENOVA INTERNATIONAL INC (ENVA) - 0.39% | PEPSICO INC (PEP) - 1.17% |
| #16 | RIGEL PHARMACEUTICALS INC (RIGL) - 0.38% | CITIGROUP INC (C) - 1.17% |
| #17 | ROKU INC CLASS A (ROKU) - 0.37% | THE WALT DISNEY CO (DIS) - 1.13% |
| #18 | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.37% | LINDE PLC (LIN) - 1.13% |
| #19 | WESTERN DIGITAL CORP (WDC) - 0.37% | LAM RESEARCH CORP (LRCX) - 1.12% |
| #20 | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.37% | THE HOME DEPOT INC (HD) - 1.12% |
| #21 | GORMAN-RUPP CO (GRC) - 0.29% | n/a (WBD) - 0.40% |
| #22 | MITEK SYSTEMS INC (MITK) - 0.29% | FREEPORT-MCMORAN INC (FCX) - 0.39% |
| #23 | MEDPACE HOLDINGS INC (MEDP) - 0.29% | NORFOLK SOUTHERN CORP (NSC) - 0.38% |
| #24 | WILLIAMS-SONOMA INC (WSM) - 0.29% | CENCORA INC (COR) - 0.38% |
| #25 | VIKING HOLDINGS LTD (VIK) - 0.29% | CORNING INC (GLW) - 0.38% |
| Total Holdings | 357 | 211 |
BFOR vs XOEX - Historical Returns
Returns include dividend reinvestment.
1M
BFOR
+3.48%
Winner
XOEX
+4.86%
3M
Winner
BFOR
+6.85%
XOEX
+5.93%
6M
BFOR
+9.63%
Winner
XOEX
+13.52%
1Y
BFOR
+23.73%
Winner
XOEX
+25.25%
5Y(CAGR)
BFOR
+14.20%
XOEX
N/A
10Y(CAGR)
BFOR
+15.69%
XOEX
N/A
Max(CAGR)
BFOR
+14.48%
Winner
XOEX
+17.41%
BFOR vs XOEX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BFOR | XOEX |
|---|---|---|
| 2026 | +16.97% | +14.99% |
| 2025 | +15.75% | +19.10% |
| 2024 | +20.67% | +11.90% |
| 2023 | +23.91% | +15.70% |
| 2022 | -11.53% | +2.99% |
| 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 XOEX Drawdown Comparison
The maximum drawdown for BFOR was -38.87%, occurring on Mar 23, 2020. Recovery took 157 trading sessions.
The maximum drawdown for XOEX was -14.68%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The current BFOR drawdown is -1.68%. The current XOEX drawdown is -0.03%.
| Rank | BFOR | XOEX |
|---|---|---|
| #1 | -38.87% Jan 17, 2020 - Sep 1, 2020 | -14.68% Nov 29, 2024 - Jul 3, 2025 |
| #2 | -25.05% Jan 4, 2022 - Dec 13, 2023 | -11.14% Jul 25, 2023 - Nov 30, 2023 |
| #3 | -24.82% Aug 29, 2018 - Jan 16, 2020 | -9.93% Feb 2, 2023 - Jul 12, 2023 |
| #4 | -21.48% Jun 23, 2015 - Nov 11, 2016 | -7.31% Feb 9, 2026 - Apr 30, 2026 |
| #5 | -20.29% Nov 25, 2024 - Jul 1, 2025 | -6.26% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -11.14% Jul 3, 2014 - Nov 24, 2014 | -5.53% Jul 31, 2024 - Aug 21, 2024 |
| #7 | -9.53% Jan 26, 2018 - Jun 6, 2018 | -5.25% Dec 1, 2022 - Jan 11, 2023 |
| #8 | -8.98% Feb 26, 2026 - Apr 17, 2026 | -3.99% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -8.62% Sep 2, 2020 - Oct 8, 2020 | -3.28% Jan 13, 2023 - Jan 31, 2023 |
| #10 | -7.90% Jul 16, 2024 - Sep 19, 2024 | -3.21% Oct 16, 2024 - Nov 6, 2024 |
| #11 | -7.37% Nov 16, 2021 - Dec 27, 2021 | -3.06% Jun 4, 2026 - Jun 15, 2026 |
| #12 | -6.76% Jan 22, 2014 - Feb 24, 2014 | -3.01% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -6.35% Mar 28, 2024 - Jul 12, 2024 | -2.88% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -6.21% Oct 12, 2020 - Nov 5, 2020 | -2.61% Aug 30, 2024 - Sep 16, 2024 |
| #15 | -6.05% Sep 18, 2025 - Dec 3, 2025 | -2.46% Jul 6, 2026 - Aug 4, 2026 |
Correlation
Correlation between BFOR and XOEX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
BFOR vs XOEX dividend yield comparison.
| Year | BFOR | XOEX |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 2.38% | 1.95% |
| 2024 | 2.77% | 2.09% |
| 2023 | 5.03% | 1.72% |
| 2022 | 6.71% | 0.42% |
| 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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