XOEX vs BFOR
Comparison between Xtrackers S&P 500 Value Scored & Screened ETF (XOEX, ETF) and BARRON'S 400 ETF (BFOR, ETF).
XOEX vs BFOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
XOEX
$231M
BFOR
$230M
Expense Ratio
Winner
XOEX
0.15%
BFOR
0.65%
Max Drawdown
Winner
XOEX
15.64%
BFOR
42.22%
Sharpe Ratio
Winner
XOEX
1.66
BFOR
1.12
5Y Beta
Winner
XOEX
0.71
BFOR
0.95
P/E Ratio
XOEX
22.92
Winner
BFOR
17.85
Forward P/E
XOEX
17.91
Winner
BFOR
16.29
PEG Ratio
XOEX
0.27
BFOR
N/A
5Y Dividends CAGR
XOEX
N/A
BFOR
27.51%
5Y EPS CAGR
XOEX
11.74%
Winner
BFOR
20.71%
Debt to Equity
XOEX
65.42%
BFOR
N/A
P/S Ratio
Winner
XOEX
2.39
BFOR
2.51
P/B Ratio
XOEX
3.66
Winner
BFOR
3.41
XOEX vs BFOR - Holdings Comparison
XOEX and BFOR have 42 common holdings. Overlap is 6.85%
XOEX's top 25 holdings weight is 45.65%. BFOR's top 25 holdings weight is 10.24%.
| Rank | XOEX | BFOR |
|---|---|---|
| #1 | APPLE INC (AAPL) - 9.18% | MARVELL TECHNOLOGY INC (MRVL) - 0.62% |
| #2 | MICROSOFT CORP (MSFT) - 7.98% | n/a (DELL) - 0.62% |
| #3 | EXXON MOBIL CORP (XOM) - 2.85% | ADVANCED MICRO DEVICES INC (AMD) - 0.53% |
| #4 | BANK OF AMERICA CORP (BAC) - 2.11% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.53% |
| #5 | CISCO SYSTEMS INC (CSCO) - 1.71% | MICRON TECHNOLOGY INC (MU) - 0.50% |
| #6 | UNITEDHEALTH GROUP INC (UNH) - 1.70% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.48% |
| #7 | WELLS FARGO & CO (WFC) - 1.69% | NUTEX HEALTH INC (NUTX) - 0.46% |
| #8 | COCA-COLA CO (KO) - 1.55% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.43% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 1.49% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.42% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.43% | FORTINET INC (FTNT) - 0.39% |
| #11 | MERCK & CO INC (MRK) - 1.41% | PAYCOM SOFTWARE INC (PAYC) - 0.39% |
| #12 | ABBVIE INC (ABBV) - 1.31% | ILLUMINA INC (ILMN) - 0.39% |
| #13 | ABBOTT LABORATORIES (ABT) - 1.26% | SEZZLE INC (SEZL) - 0.39% |
| #14 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.21% | SHARKNINJA INC (SN) - 0.39% |
| #15 | PEPSICO INC (PEP) - 1.17% | ENOVA INTERNATIONAL INC (ENVA) - 0.39% |
| #16 | CITIGROUP INC (C) - 1.17% | RIGEL PHARMACEUTICALS INC (RIGL) - 0.38% |
| #17 | THE WALT DISNEY CO (DIS) - 1.13% | ROKU INC CLASS A (ROKU) - 0.37% |
| #18 | LINDE PLC (LIN) - 1.13% | LIFE TIME GROUP HOLDINGS INC (LTH) - 0.37% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.12% | WESTERN DIGITAL CORP (WDC) - 0.37% |
| #20 | THE HOME DEPOT INC (HD) - 1.12% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.37% |
| #21 | n/a (WBD) - 0.40% | GORMAN-RUPP CO (GRC) - 0.29% |
| #22 | FREEPORT-MCMORAN INC (FCX) - 0.39% | MITEK SYSTEMS INC (MITK) - 0.29% |
| #23 | NORFOLK SOUTHERN CORP (NSC) - 0.38% | MEDPACE HOLDINGS INC (MEDP) - 0.29% |
| #24 | CENCORA INC (COR) - 0.38% | WILLIAMS-SONOMA INC (WSM) - 0.29% |
| #25 | CORNING INC (GLW) - 0.38% | VIKING HOLDINGS LTD (VIK) - 0.29% |
| Total Holdings | 211 | 357 |
XOEX vs BFOR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XOEX
+4.86%
BFOR
+3.48%
3M
XOEX
+5.93%
Winner
BFOR
+6.85%
6M
Winner
XOEX
+13.52%
BFOR
+9.63%
1Y
Winner
XOEX
+25.25%
BFOR
+23.73%
5Y(CAGR)
XOEX
N/A
BFOR
+14.20%
10Y(CAGR)
XOEX
N/A
BFOR
+15.69%
Max(CAGR)
Winner
XOEX
+17.41%
BFOR
+14.48%
XOEX vs BFOR - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | XOEX | BFOR |
|---|---|---|
| 2026 | +14.99% | +16.97% |
| 2025 | +19.10% | +15.75% |
| 2024 | +11.90% | +20.67% |
| 2023 | +15.70% | +23.91% |
| 2022 | +2.99% | -11.53% |
| 2021 | N/A | +35.97% |
| 2020 | N/A | +20.25% |
| 2019 | N/A | +22.90% |
| 2018 | N/A | -11.89% |
| 2017 | N/A | +20.93% |
| 2016 | N/A | +22.82% |
| 2015 | N/A | -0.26% |
| 2014 | N/A | +9.71% |
| 2013 | N/A | +20.89% |
XOEX vs BFOR Drawdown Comparison
The maximum drawdown for XOEX was -14.68%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for BFOR was -38.87%, occurring on Mar 23, 2020. Recovery took 157 trading sessions.
The current XOEX drawdown is -0.03%. The current BFOR drawdown is -1.68%.
| Rank | XOEX | BFOR |
|---|---|---|
| #1 | -14.68% Nov 29, 2024 - Jul 3, 2025 | -38.87% Jan 17, 2020 - Sep 1, 2020 |
| #2 | -11.14% Jul 25, 2023 - Nov 30, 2023 | -25.05% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -9.93% Feb 2, 2023 - Jul 12, 2023 | -24.82% Aug 29, 2018 - Jan 16, 2020 |
| #4 | -7.31% Feb 9, 2026 - Apr 30, 2026 | -21.48% Jun 23, 2015 - Nov 11, 2016 |
| #5 | -6.26% Mar 28, 2024 - Jul 16, 2024 | -20.29% Nov 25, 2024 - Jul 1, 2025 |
| #6 | -5.53% Jul 31, 2024 - Aug 21, 2024 | -11.14% Jul 3, 2014 - Nov 24, 2014 |
| #7 | -5.25% Dec 1, 2022 - Jan 11, 2023 | -9.53% Jan 26, 2018 - Jun 6, 2018 |
| #8 | -3.99% Nov 12, 2025 - Nov 28, 2025 | -8.98% Feb 26, 2026 - Apr 17, 2026 |
| #9 | -3.28% Jan 13, 2023 - Jan 31, 2023 | -8.62% Sep 2, 2020 - Oct 8, 2020 |
| #10 | -3.21% Oct 16, 2024 - Nov 6, 2024 | -7.90% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -3.06% Jun 4, 2026 - Jun 15, 2026 | -7.37% Nov 16, 2021 - Dec 27, 2021 |
| #12 | -3.01% Oct 8, 2025 - Oct 20, 2025 | -6.76% Jan 22, 2014 - Feb 24, 2014 |
| #13 | -2.88% Jul 25, 2025 - Aug 12, 2025 | -6.35% Mar 28, 2024 - Jul 12, 2024 |
| #14 | -2.61% Aug 30, 2024 - Sep 16, 2024 | -6.21% Oct 12, 2020 - Nov 5, 2020 |
| #15 | -2.46% Jul 6, 2026 - Aug 4, 2026 | -6.05% Sep 18, 2025 - Dec 3, 2025 |
Correlation
Correlation between XOEX and BFOR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2013 - 2026)
XOEX vs BFOR dividend yield comparison.
| Year | XOEX | BFOR |
|---|---|---|
| 2026 | 0.50% | 0.00% |
| 2025 | 1.95% | 2.38% |
| 2024 | 2.09% | 2.77% |
| 2023 | 1.72% | 5.03% |
| 2022 | 0.42% | 6.71% |
| 2021 | 0.00% | 3.66% |
| 2020 | 0.00% | 3.92% |
| 2019 | 0.00% | 2.76% |
| 2018 | 0.00% | 3.77% |
| 2017 | 0.00% | 2.39% |
| 2016 | 0.00% | 3.12% |
| 2015 | 0.00% | 3.43% |
| 2014 | 0.00% | 2.87% |
| 2013 | 0.00% | 0.71% |
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