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