BFOR vs. EFIV ETF Comparison

Comparison of Barron's 400 (BFOR) to SPDR S&P 500 ESG ETF (EFIV)

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

$78.80

Average Daily Volume

4,071

Number of Holdings ^*

388

* may have additional holdings in another (foreign) market

EFIV

SPDR S&P 500 ESG ETF

EFIV Description

• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 Index

Grade (RS Rating)

Last Trade

$57.77

Average Daily Volume

109,257

Number of Holdings ^*

313

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	EFIV
30 Days	9.34%	2.81%
60 Days	10.13%	4.79%
90 Days	11.66%	5.59%
12 Months	38.09%	30.64%

90 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in EFIV	Overlap
AAPL	C	0.24%	9.53%	0.24%
ACGL	D	0.2%	0.11%	0.11%
ADBE	C	0.23%	0.66%	0.23%
ADP	B	0.25%	0.35%	0.25%
ADSK	A	0.26%	0.19%	0.19%
AFL	B	0.23%	0.16%	0.16%
AIZ	A	0.25%	0.03%	0.03%
AKAM	D	0.2%	0.04%	0.04%
ALL	A	0.24%	0.15%	0.15%
AMAT	F	0.22%	0.42%	0.22%
AMP	A	0.29%	0.15%	0.15%
APD	A	0.25%	0.19%	0.19%
AXON	A	0.36%	0.12%	0.12%
AXP	A	0.25%	0.45%	0.25%
BKR	B	0.29%	0.12%	0.12%
BR	A	0.25%	0.07%	0.07%
CAT	B	0.25%	0.52%	0.25%
CBOE	B	0.22%	0.06%	0.06%
CCL	B	0.31%	0.07%	0.07%
CF	B	0.24%	0.04%	0.04%
CL	D	0.2%	0.21%	0.2%
CME	A	0.24%	0.23%	0.23%
CMG	B	0.24%	0.23%	0.23%
COR	B	0.23%	0.12%	0.12%
COST	B	0.23%	1.15%	0.23%
CPAY	A	0.27%	0.07%	0.07%
CTAS	B	0.24%	0.21%	0.21%
DECK	A	0.26%	0.08%	0.08%
DHI	D	0.19%	0.13%	0.13%
DOV	A	0.24%	0.08%	0.08%
DVA	B	0.21%	0.02%	0.02%
DVN	F	0.23%	0.07%	0.07%
EA	A	0.26%	0.11%	0.11%
EBAY	D	0.22%	0.08%	0.08%
ECL	D	0.22%	0.18%	0.18%
EG	C	0.21%	0.04%	0.04%
EXPE	B	0.31%	0.06%	0.06%
FANG	D	0.24%	0.09%	0.09%
FDS	B	0.25%	0.05%	0.05%
FITB	A	0.26%	0.09%	0.09%
FMC	D	0.2%	0.02%	0.02%
GL	B	0.23%	0.03%	0.03%
GOOGL	C	0.26%	2.92%	0.26%
HES	B	0.25%	0.11%	0.11%
HIG	B	0.23%	0.1%	0.1%
HOLX	D	0.21%	0.05%	0.05%
HSY	F	0.2%	0.08%	0.08%
HUBB	B	0.25%	0.07%	0.07%
IPG	D	0.21%	0.03%	0.03%
JKHY	D	0.22%	0.04%	0.04%
JPM	A	0.26%	1.91%	0.26%
KLAC	D	0.2%	0.24%	0.2%
LLY	F	0.19%	1.79%	0.19%
MA	C	0.24%	1.2%	0.24%
MCO	B	0.23%	0.21%	0.21%
MPC	D	0.23%	0.15%	0.15%
MSFT	F	0.23%	8.8%	0.23%
MTB	A	0.28%	0.1%	0.1%
NTRS	A	0.27%	0.06%	0.06%
NVDA	C	0.29%	10.02%	0.29%
OKE	A	0.26%	0.18%	0.18%
ON	D	0.22%	0.08%	0.08%
PAYX	C	0.25%	0.13%	0.13%
PEP	F	0.21%	0.63%	0.21%
PH	A	0.26%	0.25%	0.25%
PHM	D	0.21%	0.07%	0.07%
PYPL	B	0.28%	0.25%	0.25%
QCOM	F	0.22%	0.5%	0.22%
RCL	A	0.32%	0.15%	0.15%
REGN	F	0.15%	0.24%	0.15%
RJF	A	0.31%	0.08%	0.08%
RL	B	0.26%	0.02%	0.02%
RMD	C	0.21%	0.1%	0.1%
ROST	C	0.21%	0.13%	0.13%
SPGI	C	0.22%	0.45%	0.22%
SYF	B	0.31%	0.07%	0.07%
SYK	C	0.23%	0.37%	0.23%
SYY	B	0.22%	0.11%	0.11%
TGT	F	0.23%	0.2%	0.2%
TJX	A	0.23%	0.38%	0.23%
TMUS	B	0.27%	0.33%	0.27%
TRGP	B	0.29%	0.12%	0.12%
TSCO	D	0.23%	0.08%	0.08%
URI	B	0.26%	0.16%	0.16%
V	A	0.24%	1.44%	0.24%
WMB	A	0.28%	0.19%	0.19%
XOM	B	0.25%	1.5%	0.25%
XYL	D	0.21%	0.08%	0.08%
ZBH	C	0.23%	0.06%	0.06%
ZTS	D	0.21%	0.22%	0.21%

BFOR Overweight 298 Positions Relative to EFIV

Symbol	Grade	Weight
APP	B	0.56%
LEU	C	0.45%
UAL	A	0.41%
POWL	C	0.4%
IESC	B	0.38%
AGX	B	0.38%
USLM	A	0.38%
TPL	A	0.37%
PLTR	B	0.37%
UPWK	B	0.34%
PAY	B	0.34%
STRL	B	0.33%
VRT	B	0.32%
AAON	B	0.32%
APO	B	0.32%
PAYO	A	0.32%
CORT	B	0.32%
RMBS	C	0.31%
ALSN	B	0.31%
IDCC	A	0.31%
WFC	A	0.31%
IBKR	A	0.31%
AIT	A	0.3%
PCTY	B	0.3%
PAYC	B	0.3%
PEGA	A	0.3%
DOCS	C	0.3%
SFM	A	0.3%
TILE	B	0.3%
FLEX	A	0.29%
NEWT	B	0.29%
SUM	B	0.29%
FIX	A	0.29%
SNA	A	0.29%
HLNE	B	0.29%
MCB	B	0.29%
SKWD	A	0.29%
EXEL	B	0.29%
MLI	C	0.29%
CEIX	A	0.29%
UNM	A	0.29%
EWBC	A	0.29%
LRN	A	0.28%
BBW	B	0.28%
BL	B	0.28%
NFLX	A	0.28%
QCRH	A	0.28%
EME	C	0.28%
TXRH	C	0.28%
PPC	C	0.28%
ZM	B	0.28%
CRS	A	0.28%
GDDY	A	0.28%
FTNT	C	0.28%
BKNG	A	0.28%
TGTX	B	0.28%
APOG	B	0.28%
AX	A	0.28%
CW	B	0.27%
PANW	C	0.27%
DAKT	B	0.27%
IBOC	A	0.27%
UTI	A	0.27%
ODFL	B	0.27%
FAST	B	0.27%
MTDR	B	0.27%
PFBC	B	0.27%
NOG	A	0.27%
QLYS	C	0.27%
BY	B	0.27%
CASH	A	0.27%
WT	B	0.27%
FOUR	B	0.27%
NRP	B	0.27%
HWM	A	0.27%
ERII	D	0.27%
HCKT	B	0.27%
USAP	B	0.27%
CSWI	A	0.27%
MWA	B	0.27%
FOX	A	0.27%
AWI	A	0.27%
IBCP	B	0.26%
WHD	B	0.26%
BFC	B	0.26%
WABC	B	0.26%
MSI	B	0.26%
FFIV	B	0.26%
PODD	C	0.26%
ACIW	B	0.26%
ITT	A	0.26%
HCI	C	0.26%
MGY	A	0.26%
FN	D	0.26%
CMPO	A	0.26%
LPX	B	0.26%
TDY	B	0.26%
CEG	D	0.26%
LOPE	B	0.26%
OZK	B	0.26%
CUBI	C	0.26%
PEBO	A	0.26%
NRG	B	0.26%
NIC	B	0.26%
FTI	A	0.26%
ATR	B	0.26%
ACMR	F	0.26%
AMZN	C	0.26%
ARLP	A	0.26%
AMAL	B	0.26%
CVLT	B	0.26%
FTDR	A	0.26%
APH	A	0.26%
TRN	C	0.26%
FULT	A	0.26%
OII	B	0.26%
CNO	A	0.26%
FCNCA	A	0.26%
CPRT	A	0.26%
G	B	0.26%
CHTR	C	0.26%
MLR	B	0.26%
ORRF	B	0.26%
DCI	B	0.25%
SLVM	B	0.25%
MRO	B	0.25%
ANF	C	0.25%
TW	A	0.25%
ISRG	A	0.25%
RBA	A	0.25%
VIRT	B	0.25%
REVG	B	0.25%
ANET	C	0.25%
CINF	A	0.25%
WLDN	D	0.25%
YELP	C	0.25%
FIZZ	C	0.25%
PLMR	B	0.25%
WTS	B	0.25%
IPAR	B	0.25%
BELFB	C	0.25%
SRCE	B	0.25%
UTHR	C	0.25%
LAUR	A	0.25%
ORCL	B	0.25%
WDAY	B	0.25%
MLM	B	0.25%
IRMD	C	0.25%
FCF	A	0.25%
INGR	B	0.25%
MCRI	A	0.25%
ADMA	B	0.25%
MBWM	B	0.25%
DBX	B	0.25%
SM	B	0.25%
OSBC	A	0.25%
EXP	A	0.25%
LKFN	B	0.25%
EOG	A	0.25%
TCMD	A	0.25%
CBT	C	0.24%
XPEL	C	0.24%
FBP	B	0.24%
RGA	A	0.24%
CTSH	B	0.24%
EPD	A	0.24%
FMBH	B	0.24%
MANH	D	0.24%
DT	C	0.24%
HEI	B	0.24%
TBBK	B	0.24%
BRO	B	0.24%
AMPY	C	0.24%
FSS	B	0.24%
IT	C	0.24%
DRI	B	0.24%
VEEV	C	0.24%
PLAB	C	0.24%
OSIS	B	0.24%
HNI	B	0.24%
MOD	A	0.24%
MPLX	A	0.24%
ET	A	0.24%
HWKN	B	0.24%
CPRX	C	0.24%
GGG	B	0.24%
WWD	B	0.24%
SIG	B	0.24%
CQP	B	0.24%
CASY	A	0.24%
CSL	C	0.24%
META	D	0.24%
THC	D	0.23%
SSNC	B	0.23%
STBA	B	0.23%
CACI	D	0.23%
TEX	D	0.23%
DY	D	0.23%
CHWY	B	0.23%
NYT	C	0.23%
WEC	A	0.23%
NBIX	C	0.23%
NTAP	C	0.23%
OFG	B	0.23%
BRC	D	0.23%
OTTR	C	0.23%
CHDN	B	0.23%
VRSN	F	0.23%
PGR	A	0.23%
NOV	C	0.23%
LNN	B	0.23%
LII	A	0.23%
TRIN	A	0.23%
WRB	A	0.23%
SCCO	F	0.23%
COOP	B	0.23%
TOL	B	0.23%
JWN	C	0.23%
THR	B	0.23%
CHD	B	0.23%
BMI	B	0.23%
KNSL	B	0.23%
SBR	B	0.23%
CWCO	C	0.22%
HESM	B	0.22%
TPH	D	0.22%
IBM	C	0.22%
WES	C	0.22%
SHOO	D	0.22%
CNA	B	0.22%
IMMR	C	0.22%
UFPT	B	0.22%
MSA	D	0.22%
NEU	C	0.22%
BLDR	D	0.22%
SO	D	0.22%
RNR	C	0.22%
BURL	A	0.22%
NVR	D	0.22%
KOS	F	0.22%
MMM	D	0.22%
FDX	B	0.22%
ROL	B	0.22%
YETI	C	0.22%
WFRD	D	0.21%
MBIN	D	0.21%
SKX	D	0.21%
VITL	D	0.21%
WSM	B	0.21%
VAL	D	0.21%
JNJ	D	0.21%
HRB	D	0.21%
KMB	D	0.21%
IBP	D	0.21%
TH	C	0.21%
APA	D	0.21%
EGY	D	0.21%
FC	F	0.21%
COKE	C	0.21%
MHO	D	0.21%
AMPH	D	0.21%
MEDP	D	0.21%
NSSC	D	0.21%
BMRN	D	0.21%
VLTO	D	0.21%
DKS	C	0.21%
LEN	D	0.21%
MOH	F	0.2%
HALO	F	0.2%
HOG	D	0.2%
IQV	D	0.2%
FCN	D	0.2%
YOU	D	0.2%
BOOT	D	0.2%
GRBK	D	0.2%
ONTO	D	0.2%
DFIN	D	0.2%
WMS	D	0.2%
HY	D	0.2%
PTGX	C	0.2%
AOS	F	0.2%
WING	D	0.19%
COLL	F	0.19%
DFH	D	0.19%
FSLR	F	0.19%
UHS	D	0.19%
INSW	F	0.19%
LNW	D	0.19%
HRMY	D	0.19%
HRTG	C	0.18%
SIGA	F	0.18%
CRUS	D	0.18%
CROX	D	0.17%
LNTH	D	0.17%
BLBD	D	0.17%
TDW	F	0.16%
MPWR	F	0.15%
ASC	F	0.15%

BFOR Underweight 223 Positions Relative to EFIV

Symbol	Grade	Weight
TSLA	B	-2.55%
GOOG	C	-2.42%
UNH	C	-1.56%
HD	A	-1.13%
PG	A	-1.09%
WMT	A	-1.03%
CRM	B	-0.92%
BAC	A	-0.86%
ABBV	D	-0.84%
CVX	A	-0.75%
MRK	F	-0.7%
KO	D	-0.68%
CSCO	B	-0.66%
ACN	C	-0.65%
AMD	F	-0.63%
LIN	D	-0.61%
MCD	D	-0.59%
ABT	B	-0.56%
GE	D	-0.55%
DIS	B	-0.52%
GS	A	-0.52%
CMCSA	B	-0.47%
MS	A	-0.46%
T	A	-0.45%
AMGN	D	-0.45%
LOW	D	-0.43%
DHR	F	-0.43%
UBER	D	-0.42%
NEE	D	-0.42%
UNP	C	-0.41%
ETN	A	-0.41%
BLK	C	-0.4%
C	A	-0.37%
BSX	B	-0.36%
FI	A	-0.34%
SCHW	B	-0.33%
BMY	B	-0.33%
SBUX	A	-0.32%
GILD	C	-0.32%
MU	D	-0.31%
MMC	B	-0.31%
MDT	D	-0.31%
INTC	D	-0.3%
CB	C	-0.3%
PLD	D	-0.3%
DE	A	-0.28%
ELV	F	-0.27%
LRCX	F	-0.27%
UPS	C	-0.27%
NKE	D	-0.26%
CI	F	-0.26%
TT	A	-0.26%
MDLZ	F	-0.25%
ICE	C	-0.25%
SHW	A	-0.25%
AMT	D	-0.25%
EQIX	A	-0.24%
WM	A	-0.23%
PNC	B	-0.23%
AON	A	-0.23%
WELL	A	-0.22%
USB	A	-0.22%
ITW	B	-0.21%
EMR	A	-0.21%
CSX	B	-0.2%
COF	B	-0.2%
BDX	F	-0.19%
MAR	B	-0.19%
CVS	D	-0.19%
CARR	D	-0.18%
GM	B	-0.18%
AJG	B	-0.18%
NSC	B	-0.17%
PCAR	B	-0.17%
SLB	C	-0.17%
FCX	D	-0.17%
HLT	A	-0.17%
TFC	A	-0.17%
BK	A	-0.16%
JCI	C	-0.16%
TRV	B	-0.16%
SRE	A	-0.16%
GWW	B	-0.15%
PSA	D	-0.15%
PSX	C	-0.15%
DLR	B	-0.15%
FIS	C	-0.14%
MSCI	C	-0.14%
AIG	B	-0.14%
CMI	A	-0.14%
KMI	A	-0.14%
AME	A	-0.13%
NEM	D	-0.13%
MET	A	-0.13%
PWR	A	-0.13%
DAL	C	-0.12%
IR	B	-0.12%
PEG	A	-0.12%
RSG	A	-0.12%
DFS	B	-0.12%
VLO	C	-0.12%
PRU	A	-0.12%
KDP	D	-0.11%
YUM	B	-0.11%
EXC	C	-0.11%
A	D	-0.11%
KR	B	-0.11%
CTVA	C	-0.11%
EW	C	-0.11%
OTIS	C	-0.11%
CBRE	B	-0.11%
VRSK	A	-0.11%
OXY	D	-0.1%
WAB	B	-0.1%
EXR	D	-0.1%
HUM	C	-0.1%
IDXX	F	-0.1%
HPQ	B	-0.1%
GIS	D	-0.1%
LULU	C	-0.1%
CNC	D	-0.09%
CAH	B	-0.09%
CSGP	D	-0.09%
DOW	F	-0.09%
ETR	B	-0.09%
EIX	B	-0.09%
WTW	B	-0.09%
ROK	B	-0.09%
AVB	B	-0.09%
ED	D	-0.09%
NDAQ	A	-0.09%
IRM	D	-0.09%
KHC	F	-0.08%
STT	A	-0.08%
HPE	B	-0.08%
PPG	F	-0.08%
TTWO	A	-0.08%
GPN	B	-0.08%
RF	A	-0.07%
BIIB	F	-0.07%
ADM	D	-0.07%
SW	A	-0.07%
EQR	B	-0.07%
HBAN	A	-0.07%
EQT	B	-0.07%
MTD	D	-0.07%
AWK	D	-0.07%
TROW	B	-0.07%
HAL	C	-0.07%
VTR	C	-0.07%
FTV	C	-0.07%
OMC	C	-0.06%
WDC	D	-0.06%
CFG	B	-0.06%
LYB	F	-0.06%
ES	D	-0.06%
K	A	-0.06%
WY	D	-0.06%
IFF	D	-0.06%
WAT	B	-0.06%
SBAC	D	-0.06%
AVY	D	-0.05%
KIM	A	-0.05%
BAX	D	-0.05%
ARE	D	-0.05%
GPC	D	-0.05%
MAS	D	-0.05%
LVS	C	-0.05%
PNR	A	-0.05%
KEY	B	-0.05%
IEX	B	-0.05%
BBY	D	-0.05%
TSN	B	-0.05%
DGX	A	-0.05%
PFG	D	-0.05%
ULTA	F	-0.05%
BALL	D	-0.05%
MKC	D	-0.05%
ALB	C	-0.04%
INCY	C	-0.04%
POOL	C	-0.04%
CHRW	C	-0.04%
SWK	D	-0.04%
CAG	D	-0.04%
UDR	B	-0.04%
MRNA	F	-0.04%
AMCR	D	-0.04%
EL	F	-0.04%
RVTY	F	-0.04%
APTV	D	-0.04%
JBHT	C	-0.04%
DOC	D	-0.04%
TFX	F	-0.03%
MKTX	D	-0.03%
LKQ	D	-0.03%
NWSA	B	-0.03%
CRL	C	-0.03%
TAP	C	-0.03%
LW	C	-0.03%
BXP	D	-0.03%
SJM	D	-0.03%
TPR	B	-0.03%
NCLH	B	-0.03%
REG	B	-0.03%
KMX	B	-0.03%
ALLE	D	-0.03%
DAY	B	-0.03%
HST	C	-0.03%
WBA	F	-0.02%
PARA	C	-0.02%
BEN	C	-0.02%
MHK	D	-0.02%
BWA	D	-0.02%
IVZ	B	-0.02%
WYNN	D	-0.02%
HAS	D	-0.02%
MOS	F	-0.02%
CZR	F	-0.02%
FRT	B	-0.02%
CPB	D	-0.02%
MGM	D	-0.02%
HRL	D	-0.02%
NWS	B	-0.01%