OPP vs BFOR

Comparison between RiverNorth/DoubleLine Strategic opportunity fund Inc (OPP, ETF) and BARRON'S 400 ETF (BFOR, ETF).

5-Year PerformanceBFOR has outperformed OPP, delivering a return of +9.8% compared to -0.0%

OPP vs BFOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPP(ETF)	BFOR(ETF)
Net Assets	$211M	$211M
Expense Ratio	N/A	0.65%
Max Drawdown	63.59%	42.22%
Sharpe Ratio	-0.02	1.14
5Y Beta	0.27	0.97
P/E Ratio	N/A	16.91
Forward P/E	N/A	15.17
5Y Dividends CAGR	-9.74%	27.51%
5Y EPS CAGR	N/A	23.23%
P/S Ratio	N/A	2.33
P/B Ratio	N/A	3.20

Net Assets

Winner

OPP

$211M

BFOR

$211M

Expense Ratio

OPP

N/A

BFOR

0.65%

Max Drawdown

OPP

63.59%

Winner

BFOR

42.22%

Sharpe Ratio

OPP

-0.02

Winner

BFOR

1.14

5Y Beta

Winner

OPP

0.27

BFOR

0.97

P/E Ratio

OPP

N/A

BFOR

16.91

Forward P/E

OPP

N/A

BFOR

15.17

5Y Dividends CAGR

OPP

-9.74%

Winner

BFOR

27.51%

5Y EPS CAGR

OPP

N/A

BFOR

23.23%

P/S Ratio

OPP

N/A

BFOR

2.33

P/B Ratio

OPP

N/A

BFOR

3.20

OPP vs BFOR - Historical Returns

Returns include dividend reinvestment.

Period	OPP	BFOR
1 month	-2.67%	+0.15%
3 months	+0.40%	+4.64%
6 months	+1.88%	+9.42%
1 year	+3.04%	+21.64%
5 years(CAGR)	-0.05%	+9.83%
10 years(CAGR)	+2.96%	+12.21%
Max(CAGR)	+2.96%	+11.31%

OPP

-2.67%

Winner

BFOR

+0.15%

OPP

+0.40%

Winner

BFOR

+4.64%

OPP

+1.88%

Winner

BFOR

+9.42%

OPP

+3.04%

Winner

BFOR

+21.64%

5Y(CAGR)

OPP

-0.05%

Winner

BFOR

+9.83%

10Y(CAGR)

OPP

+2.96%

Winner

BFOR

+12.21%

Max(CAGR)

OPP

+2.96%

Winner

BFOR

+11.31%

OPP vs BFOR - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	OPP	BFOR
2026	+0.91%	+8.50%
2025	+7.88%	+13.74%
2024	+16.08%	+18.22%
2023	+9.06%	+19.45%
2022	-28.83%	-15.72%
2021	+11.95%	+32.26%
2020	+1.34%	+16.83%
2019	+15.05%	+20.41%
2018	-2.14%	-14.34%
2017	+7.77%	+18.83%
2016	-6.64%	+20.06%
2015	N/A	-2.72%
2014	N/A	+7.43%
2013	N/A	+20.25%

OPP vs BFOR Drawdown Comparison

The maximum drawdown for OPP was -37.33%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

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

The current OPP drawdown is -6.15%. The current BFOR drawdown is -1.71%.

Rank	OPP	BFOR
#1	-37.33% Aug 9, 2021 - Oct 26, 2023	-41.26% Aug 29, 2018 - Nov 9, 2020
#2	-34.94% Feb 14, 2020 - Feb 2, 2021	-25.94% Nov 16, 2021 - Feb 12, 2024
#3	-12.91% Oct 13, 2017 - Apr 2, 2019	-23.42% Jun 23, 2015 - Nov 17, 2016
#4	-8.96% Oct 3, 2016 - May 30, 2017	-21.91% Nov 25, 2024 - Jul 23, 2025
#5	-6.96% Oct 14, 2019 - Feb 10, 2020	-11.14% Jul 3, 2014 - Nov 24, 2014
#6	-4.68% Jul 14, 2021 - Jul 22, 2021	-9.53% Jan 26, 2018 - Jun 6, 2018
#7	-3.22% Jun 30, 2017 - Sep 8, 2017	-8.98% Feb 26, 2026 - Apr 17, 2026
#8	-2.70% Aug 8, 2019 - Aug 30, 2019	-7.90% Jul 16, 2024 - Sep 19, 2024
#9	-2.37% Apr 15, 2021 - Apr 27, 2021	-6.76% Jan 22, 2014 - Feb 24, 2014
#10	-1.91% Jun 14, 2021 - Jul 6, 2021	-6.35% Mar 28, 2024 - Jul 12, 2024
#11	-1.87% Mar 15, 2021 - Mar 31, 2021	-6.05% Sep 18, 2025 - Dec 3, 2025
#12	-1.78% Sep 4, 2019 - Sep 18, 2019	-5.70% Apr 2, 2014 - Jun 6, 2014
#13	-1.75% Sep 15, 2017 - Oct 4, 2017	-5.42% Nov 24, 2014 - Dec 29, 2014
#14	-1.67% Mar 3, 2021 - Mar 10, 2021	-5.27% Dec 29, 2014 - Feb 10, 2015
#15	-1.47% Sep 19, 2019 - Oct 7, 2019	-4.88% Jun 18, 2013 - Jul 8, 2013

Correlation

Correlation between OPP and BFOR is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2013 - 2026)

OPP vs BFOR dividend yield comparison.

Year	OPP	BFOR
2026	6.02%	0.00%
2025	14.34%	0.60%
2024	14.29%	0.69%
2023	14.66%	1.26%
2022	20.43%	1.68%
2021	13.40%	0.92%
2020	15.09%	0.98%
2019	13.39%	0.69%
2018	11.08%	0.94%
2017	8.22%	0.60%
2016	1.19%	0.78%
2015	0.00%	0.86%
2014	0.00%	0.72%
2013	0.00%	0.18%