BFOR vs. CGUS ETF Comparison

Comparison of Barron's 400 (BFOR) to Capital Group Core Equity ETF (CGUS)

BFOR

Barron's 400

BFOR Description

The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400 Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the index. The underlying index's stocks are constituents of the MarketGrader U.S. Coverage Universe.

Grade (RS Rating)

Last Trade

$65.18

Average Daily Volume

1,826

Number of Holdings ^*

387

* may have additional holdings in another (foreign) market

CGUS

Capital Group Core Equity ETF

CGUS Description

Capital Group Core Equity ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Core Equity ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$32.12

Average Daily Volume

587,984

Number of Holdings ^*

101

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	CGUS
30 Days	-3.71%	1.10%
60 Days	1.26%	6.39%
90 Days	-0.54%	5.84%
12 Months	16.46%	26.33%

32 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in CGUS	Overlap
AAPL	B	0.29%	2.13%	0.29%
ADP	C	0.26%	0.76%	0.26%
AMAT	A	0.28%	0.75%	0.28%
AMZN	B	0.27%	3.05%	0.27%
AVGO	A	0.27%	5.74%	0.27%
BMY	F	0.19%	0.27%	0.19%
BURL	B	0.27%	0.36%	0.27%
CMCSA	F	0.22%	0.55%	0.22%
CMG	A	0.3%	0.35%	0.3%
CPAY	D	0.22%	0.23%	0.22%
FCX	D	0.31%	0.43%	0.31%
GOOGL	A	0.32%	2.91%	0.32%
JPM	C	0.27%	1.99%	0.27%
KKR	B	0.25%	0.59%	0.25%
LECO	F	0.19%	0.4%	0.19%
MA	D	0.24%	2.13%	0.24%
META	B	0.25%	3.74%	0.25%
MSFT	A	0.26%	7.59%	0.26%
NFLX	A	0.27%	0.69%	0.27%
NOW	C	0.23%	0.32%	0.23%
NVDA	A	0.35%	2.0%	0.35%
ODFL	D	0.19%	0.32%	0.19%
PNC	D	0.26%	0.31%	0.26%
RCL	B	0.3%	0.68%	0.3%
STZ	C	0.24%	0.31%	0.24%
UAL	C	0.31%	0.31%	0.31%
URI	D	0.24%	0.41%	0.24%
V	D	0.25%	0.9%	0.25%
VRTX	A	0.29%	0.64%	0.29%
WBS	F	0.21%	0.17%	0.17%
WFC	D	0.26%	0.63%	0.26%
WWD	B	0.31%	0.55%	0.31%

BFOR Overweight 355 Positions Relative to CGUS

Symbol	Grade	Weight
FSLR	B	0.41%
ANF	B	0.38%
BOOT	B	0.37%
VST	B	0.37%
THC	B	0.35%
CORT	B	0.35%
APP	C	0.34%
VRT	D	0.33%
TNK	B	0.33%
WIRE	B	0.33%
NSSC	B	0.32%
CRUS	A	0.32%
AGYS	B	0.32%
LNTH	B	0.32%
UFPT	B	0.32%
HY	B	0.32%
SLCA	B	0.32%
DY	B	0.32%
PRDO	C	0.31%
HALO	B	0.31%
COKE	B	0.31%
WSM	B	0.31%
IESC	D	0.31%
NTAP	A	0.3%
CPNG	D	0.3%
COST	A	0.3%
PRFT	B	0.3%
HCC	C	0.3%
APH	A	0.3%
EME	B	0.3%
INSW	C	0.3%
QCOM	A	0.3%
DKS	B	0.3%
GDDY	B	0.3%
NYT	B	0.29%
VRRM	C	0.29%
IBKR	B	0.29%
DECK	B	0.29%
BRC	B	0.29%
GM	B	0.29%
HIBB	A	0.29%
CROX	A	0.29%
BSX	A	0.29%
LPG	C	0.29%
LMB	B	0.29%
BMI	B	0.29%
UTHR	A	0.28%
CASY	B	0.28%
SIG	D	0.28%
FSS	C	0.28%
ISRG	A	0.28%
CBT	C	0.28%
WMB	A	0.28%
RMD	B	0.28%
LRN	B	0.28%
TJX	A	0.28%
FCNCA	D	0.28%
ACGL	B	0.28%
RGA	B	0.28%
VLTO	A	0.28%
SLVM	B	0.28%
NTB	C	0.28%
IDCC	B	0.28%
FTDR	B	0.28%
PYPL	D	0.28%
USLM	B	0.28%
PEG	B	0.28%
WES	B	0.28%
TPL	B	0.28%
TRGP	B	0.28%
MOD	D	0.28%
TXRH	B	0.28%
OC	B	0.28%
OTTR	C	0.27%
LPLA	B	0.27%
KO	B	0.27%
PANW	B	0.27%
BRO	A	0.27%
DOCS	B	0.27%
THR	D	0.27%
LBRT	D	0.27%
MLI	D	0.27%
FCN	D	0.27%
CL	A	0.27%
ECL	A	0.27%
BY	B	0.27%
BKNG	A	0.27%
CASH	B	0.27%
XOM	D	0.27%
OSIS	C	0.27%
BBW	D	0.27%
LOPE	C	0.27%
LII	A	0.27%
BDC	B	0.27%
TSCO	B	0.27%
APOG	D	0.27%
XYL	B	0.27%
GPOR	C	0.27%
CION	A	0.27%
ANET	A	0.27%
CTAS	A	0.27%
MSI	A	0.27%
ROL	A	0.26%
CNA	C	0.26%
TW	D	0.26%
TGLS	D	0.26%
DCI	D	0.26%
MGY	D	0.26%
DMLP	D	0.26%
AIT	D	0.26%
GRBK	C	0.26%
FIX	C	0.26%
MCHP	C	0.26%
VLO	D	0.26%
SYF	D	0.26%
MTB	D	0.26%
FBP	D	0.26%
AX	D	0.26%
HIG	B	0.26%
SMLR	B	0.26%
EBAY	B	0.26%
FANG	D	0.26%
AMAL	B	0.26%
APO	B	0.26%
CHD	A	0.26%
DOV	C	0.26%
SM	D	0.26%
GRNT	F	0.26%
BOKF	D	0.26%
STRL	B	0.26%
GOLF	B	0.26%
PEP	D	0.26%
MPWR	A	0.26%
BSY	D	0.26%
AROC	D	0.26%
POWL	C	0.26%
MCO	B	0.26%
BCSF	B	0.26%
AXP	D	0.26%
NBHC	B	0.26%
DVA	B	0.26%
DDS	D	0.26%
PODD	B	0.26%
CFB	D	0.25%
HESM	C	0.25%
BR	D	0.25%
PKG	B	0.25%
SRCE	D	0.25%
RMR	D	0.25%
HSY	F	0.25%
FCF	D	0.25%
CQP	D	0.25%
TOL	C	0.25%
SYK	B	0.25%
QCRH	D	0.25%
TROW	B	0.25%
CAT	D	0.25%
G	D	0.25%
CNM	C	0.25%
IRMD	B	0.25%
FITB	D	0.25%
STBA	D	0.25%
CPRT	D	0.25%
INGR	D	0.25%
AYI	D	0.25%
ALSN	D	0.25%
SLM	D	0.25%
GMS	D	0.25%
CINF	D	0.25%
CHX	F	0.25%
MBWM	D	0.25%
ROST	B	0.25%
L	D	0.25%
WTFC	D	0.25%
HRMY	F	0.25%
CALM	C	0.25%
ESGR	C	0.25%
HBAN	D	0.25%
MEDP	C	0.25%
CHCO	D	0.25%
GPK	D	0.25%
OFG	D	0.25%
WSFS	D	0.25%
PFBC	D	0.25%
EA	B	0.25%
WMS	C	0.25%
PHM	B	0.25%
BLD	B	0.25%
EG	D	0.25%
EPD	C	0.25%
PAYX	B	0.25%
WFRD	D	0.25%
MCB	F	0.25%
SYBT	B	0.25%
MPLX	B	0.25%
IBOC	D	0.25%
BKR	D	0.25%
SNPS	B	0.25%
RL	B	0.25%
OSBC	D	0.25%
CFR	D	0.24%
J	D	0.24%
EWBC	D	0.24%
PCAR	D	0.24%
ESAB	D	0.24%
WRB	D	0.24%
LEN	D	0.24%
GNTX	D	0.24%
HUBB	D	0.24%
RF	C	0.24%
AOS	C	0.24%
JKHY	D	0.24%
OSK	D	0.24%
GPC	D	0.24%
MGM	D	0.24%
APAM	D	0.24%
NVR	C	0.24%
NKE	C	0.24%
CDNS	B	0.24%
PFC	D	0.24%
HOMB	D	0.24%
YELP	F	0.24%
EFSC	D	0.24%
ZTS	C	0.24%
AMK	C	0.24%
PH	D	0.24%
MPC	D	0.24%
STLD	D	0.24%
TEX	D	0.24%
CPRX	C	0.24%
BKE	D	0.24%
RNR	C	0.24%
UTI	D	0.24%
ONB	D	0.24%
NBIX	C	0.24%
FFBC	D	0.24%
INCY	B	0.24%
OXM	D	0.24%
RS	D	0.23%
A	D	0.23%
ZM	F	0.23%
AAON	C	0.23%
BTU	D	0.23%
SYY	D	0.23%
IDXX	C	0.23%
GES	F	0.23%
CATY	D	0.23%
CSCO	F	0.23%
SNA	D	0.23%
RPRX	D	0.23%
DHI	D	0.23%
ALG	F	0.23%
CF	D	0.23%
VC	F	0.23%
MBIN	D	0.23%
ELF	B	0.23%
AGM	D	0.23%
NVEC	D	0.23%
PSX	D	0.23%
MLM	C	0.23%
DNOW	D	0.23%
PSN	C	0.23%
EXLS	D	0.23%
TPR	B	0.23%
AMPH	F	0.23%
GWW	C	0.23%
VYGR	C	0.23%
VMC	C	0.23%
HAL	F	0.23%
IPG	F	0.23%
TFX	D	0.23%
MDLZ	D	0.23%
CELH	F	0.22%
GILD	D	0.22%
TNET	F	0.22%
FDS	D	0.22%
FAST	D	0.22%
GNE	F	0.22%
PAX	F	0.22%
MANH	C	0.22%
NUE	F	0.22%
DRI	D	0.22%
FOR	D	0.22%
MSCI	D	0.22%
DXCM	D	0.22%
HP	F	0.22%
NEU	D	0.22%
INTU	C	0.22%
HOG	F	0.22%
WST	D	0.22%
TBBK	C	0.22%
OZK	F	0.22%
CAL	C	0.22%
COLL	D	0.22%
ON	C	0.22%
IBM	C	0.22%
AMR	F	0.22%
PLAB	F	0.22%
IBP	C	0.22%
MNST	F	0.22%
JBI	D	0.22%
PEGA	D	0.22%
TNC	D	0.22%
WDFC	D	0.22%
KEYS	D	0.22%
EXP	D	0.22%
ABNB	D	0.22%
MTDR	D	0.22%
DOX	F	0.21%
CVI	F	0.21%
PCTY	F	0.21%
ADSK	C	0.21%
ADBE	C	0.21%
UAA	D	0.21%
LW	C	0.21%
FTNT	D	0.21%
BYD	D	0.21%
ATKR	F	0.21%
ARCT	C	0.21%
KAI	C	0.21%
GGG	D	0.21%
IQV	D	0.21%
RES	F	0.21%
TREX	C	0.21%
FOUR	C	0.21%
FFIV	D	0.21%
LVS	F	0.21%
CTSH	D	0.21%
SSD	D	0.2%
ACMR	C	0.2%
PAYC	F	0.2%
QLYS	D	0.2%
HEES	F	0.2%
ASO	F	0.2%
VEEV	D	0.2%
CUBI	D	0.2%
WNC	F	0.19%
ZYXI	F	0.19%
BLDR	D	0.19%
KNSL	F	0.19%
MOH	F	0.19%
JBL	D	0.19%
JAKK	F	0.19%
SAIA	D	0.19%
ULTA	D	0.18%
PARR	F	0.18%
BRKR	F	0.18%
SMCI	C	0.18%
NFE	F	0.18%
BLMN	F	0.17%
DFH	D	0.17%
TWI	F	0.16%
GL	D	0.16%
FIVE	F	0.15%
SHLS	F	0.13%

BFOR Underweight 69 Positions Relative to CGUS

Symbol	Grade	Weight
GE	D	-2.4%
GOOG	A	-2.27%
ABT	D	-2.07%
PM	B	-1.98%
UNH	C	-1.92%
RTX	B	-1.8%
ABBV	B	-1.54%
LLY	A	-1.52%
CARR	B	-1.13%
CVX	D	-1.09%
DHR	B	-1.0%
GEHC	D	-0.91%
ACN	F	-0.88%
TMO	C	-0.88%
TDG	B	-0.86%
MMC	A	-0.84%
AJG	A	-0.84%
GD	C	-0.83%
TXN	B	-0.81%
VICI	D	-0.76%
CEG	B	-0.76%
BA	D	-0.75%
COP	D	-0.75%
HLT	B	-0.74%
NOC	F	-0.73%
PCG	B	-0.72%
LIN	C	-0.71%
CRM	F	-0.68%
BLK	D	-0.68%
WCN	B	-0.65%
EIX	B	-0.64%
MU	A	-0.57%
CE	D	-0.56%
COF	D	-0.55%
EQIX	C	-0.49%
HD	C	-0.48%
CHDN	B	-0.48%
STX	A	-0.46%
TSLA	C	-0.43%
ITT	D	-0.42%
SRE	B	-0.4%
TAP	F	-0.38%
MAR	C	-0.38%
WH	C	-0.37%
DLTR	F	-0.37%
ADI	B	-0.36%
CTVA	D	-0.35%
KLAC	A	-0.34%
UNP	D	-0.34%
GEV	B	-0.32%
REGN	A	-0.32%
CHTR	C	-0.32%
STT	D	-0.31%
CNP	A	-0.3%
GPN	F	-0.29%
WELL	A	-0.29%
EFX	B	-0.28%
MS	B	-0.28%
AON	C	-0.27%
LYB	D	-0.27%
WM	C	-0.24%
DAL	C	-0.24%
CB	B	-0.22%
AMGN	B	-0.21%
AES	B	-0.21%
JNJ	F	-0.2%
VALE	F	-0.2%
NICE	F	-0.15%
INTC	F	-0.01%