BFOR vs. IQSU ETF Comparison

Comparison of Barron's 400 (BFOR) to IQ Candriam ESG US Equity ETF (IQSU)
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
IQSU

IQ Candriam ESG US Equity ETF

IQSU Description The investment seeks investment results that track (before fees and expenses) the price and yield performance of its underlying index, the IQ Candriam ESG US Equity Index. The Advisor employs a passive management - or indexing - investment approach designed to track the performance of the underlying index. The underlying index is designed to deliver exposure to equity securities of companies meeting environmental, social and corporate governance (ESG) criteria developed by Candriam and weighted using a market capitalization weighting methodology.

Grade (RS Rating)

Last Trade

$49.60

Average Daily Volume

10,845

Number of Holdings *

281

* may have additional holdings in another (foreign) market
Performance
Period BFOR IQSU
30 Days 9.34% 4.52%
60 Days 10.13% 4.59%
90 Days 11.66% 6.02%
12 Months 38.09% 24.96%
82 Overlapping Holdings
Symbol Grade Weight in BFOR Weight in IQSU Overlap
AAPL C 0.24% 9.59% 0.24%
ACGL D 0.2% 0.13% 0.13%
ADBE C 0.23% 0.87% 0.23%
ADP B 0.25% 0.48% 0.25%
ADSK A 0.26% 0.26% 0.26%
AFL B 0.23% 0.22% 0.22%
AKAM D 0.2% 0.05% 0.05%
ALL A 0.24% 0.2% 0.2%
AMAT F 0.22% 0.55% 0.22%
AMP A 0.29% 0.22% 0.22%
APD A 0.25% 0.28% 0.25%
APO B 0.32% 0.26% 0.26%
AXP A 0.25% 0.65% 0.25%
BKR B 0.29% 0.18% 0.18%
BMRN D 0.21% 0.05% 0.05%
BR A 0.25% 0.1% 0.1%
CBOE B 0.22% 0.09% 0.09%
CHD B 0.23% 0.11% 0.11%
CHTR C 0.26% 0.15% 0.15%
CL D 0.2% 0.31% 0.2%
CME A 0.24% 0.32% 0.24%
CMG B 0.24% 0.32% 0.24%
CPAY A 0.27% 0.1% 0.1%
CTAS B 0.24% 0.3% 0.24%
CTSH B 0.24% 0.15% 0.15%
DOV A 0.24% 0.11% 0.11%
EA A 0.26% 0.16% 0.16%
EBAY D 0.22% 0.12% 0.12%
ECL D 0.22% 0.24% 0.22%
EG C 0.21% 0.06% 0.06%
FAST B 0.27% 0.18% 0.18%
FDX B 0.22% 0.26% 0.22%
FITB A 0.26% 0.12% 0.12%
FTNT C 0.28% 0.22% 0.22%
GOOGL C 0.26% 2.84% 0.26%
HIG B 0.23% 0.14% 0.14%
HOLX D 0.21% 0.07% 0.07%
HSY F 0.2% 0.1% 0.1%
IBM C 0.22% 0.77% 0.22%
IT C 0.24% 0.15% 0.15%
KLAC D 0.2% 0.33% 0.2%
KMB D 0.21% 0.18% 0.18%
MA C 0.24% 1.66% 0.24%
MCO B 0.23% 0.3% 0.23%
MLM B 0.25% 0.14% 0.14%
MMM D 0.22% 0.28% 0.22%
MPC D 0.23% 0.22% 0.22%
MPWR F 0.15% 0.1% 0.1%
MSFT F 0.23% 9.56% 0.23%
MSI B 0.26% 0.32% 0.26%
MTB A 0.28% 0.14% 0.14%
NTAP C 0.23% 0.1% 0.1%
NTRS A 0.27% 0.09% 0.09%
NVR D 0.22% 0.11% 0.11%
OKE A 0.26% 0.26% 0.26%
ON D 0.22% 0.11% 0.11%
PANW C 0.27% 0.49% 0.27%
PAYX C 0.25% 0.18% 0.18%
PEP F 0.21% 0.86% 0.21%
PGR A 0.23% 0.59% 0.23%
PH A 0.26% 0.35% 0.26%
PYPL B 0.28% 0.35% 0.28%
QCOM F 0.22% 0.67% 0.22%
RCL A 0.32% 0.2% 0.2%
RJF A 0.31% 0.12% 0.12%
RMD C 0.21% 0.14% 0.14%
SPGI C 0.22% 0.62% 0.22%
SSNC B 0.23% 0.06% 0.06%
SYF B 0.31% 0.1% 0.1%
SYY B 0.22% 0.15% 0.15%
TGT F 0.23% 0.22% 0.22%
TJX A 0.23% 0.54% 0.23%
TSCO D 0.23% 0.12% 0.12%
URI B 0.26% 0.21% 0.21%
V A 0.24% 1.91% 0.24%
VEEV C 0.24% 0.12% 0.12%
VRSN F 0.23% 0.06% 0.06%
WDAY B 0.25% 0.21% 0.21%
WMB A 0.28% 0.28% 0.28%
XYL D 0.21% 0.11% 0.11%
ZBH C 0.23% 0.09% 0.09%
ZTS D 0.21% 0.32% 0.21%
BFOR Overweight 306 Positions Relative to IQSU
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%
AXON A 0.36%
UPWK B 0.34%
PAY B 0.34%
STRL B 0.33%
VRT B 0.32%
AAON 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%
EXPE B 0.31%
CCL B 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%
NVDA C 0.29%
FIX A 0.29%
TRGP B 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%
BKNG A 0.28%
TGTX B 0.28%
APOG B 0.28%
AX A 0.28%
CW B 0.27%
TMUS B 0.27%
DAKT B 0.27%
IBOC A 0.27%
UTI A 0.27%
ODFL 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%
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%
DECK 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%
RL B 0.26%
JPM A 0.26%
MLR B 0.26%
ORRF B 0.26%
XOM B 0.25%
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%
HUBB B 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%
CAT B 0.25%
IRMD C 0.25%
FDS B 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%
AIZ A 0.25%
LKFN B 0.25%
EOG A 0.25%
HES B 0.25%
TCMD A 0.25%
CBT C 0.24%
XPEL C 0.24%
FBP B 0.24%
RGA A 0.24%
EPD A 0.24%
FMBH B 0.24%
MANH D 0.24%
DT C 0.24%
FANG D 0.24%
HEI B 0.24%
TBBK B 0.24%
BRO B 0.24%
AMPY C 0.24%
FSS B 0.24%
DRI B 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%
CF B 0.24%
CSL C 0.24%
META D 0.24%
THC D 0.23%
STBA B 0.23%
CACI D 0.23%
DVN F 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%
OFG B 0.23%
BRC D 0.23%
OTTR C 0.23%
CHDN B 0.23%
NOV C 0.23%
LNN B 0.23%
LII A 0.23%
COR B 0.23%
TRIN A 0.23%
WRB A 0.23%
SCCO F 0.23%
COOP B 0.23%
TOL B 0.23%
GL B 0.23%
JWN C 0.23%
THR B 0.23%
BMI B 0.23%
COST B 0.23%
KNSL B 0.23%
SBR B 0.23%
SYK C 0.23%
CWCO C 0.22%
HESM B 0.22%
TPH D 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%
JKHY D 0.22%
BLDR D 0.22%
SO D 0.22%
RNR C 0.22%
BURL A 0.22%
KOS F 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%
PHM D 0.21%
HRB D 0.21%
IBP D 0.21%
TH C 0.21%
APA D 0.21%
EGY D 0.21%
FC F 0.21%
ROST C 0.21%
COKE C 0.21%
MHO D 0.21%
AMPH D 0.21%
DVA B 0.21%
MEDP D 0.21%
NSSC D 0.21%
VLTO D 0.21%
IPG 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%
FMC 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%
LLY F 0.19%
DHI D 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%
ASC F 0.15%
REGN F 0.15%
BFOR Underweight 199 Positions Relative to IQSU
Symbol Grade Weight
TSLA B -3.69%
GOOG C -2.55%
UNH C -2.17%
PG A -1.58%
HD A -1.56%
BAC A -1.23%
CRM B -1.2%
ACN C -0.94%
CSCO B -0.91%
AMD F -0.86%
LIN D -0.85%
NOW A -0.82%
DIS B -0.82%
GE D -0.76%
INTU C -0.7%
TXN C -0.7%
CMCSA B -0.65%
MS A -0.65%
NEE D -0.61%
LOW D -0.59%
BX A -0.51%
C A -0.5%
FI A -0.5%
VRTX F -0.46%
BMY B -0.46%
MU D -0.43%
MMC B -0.43%
GILD C -0.43%
SBUX A -0.43%
ADI D -0.42%
PLD D -0.41%
KKR A -0.4%
INTC D -0.4%
UPS C -0.38%
AMT D -0.37%
TT A -0.37%
ELV F -0.37%
CI F -0.36%
MELI D -0.36%
LRCX F -0.36%
SHW A -0.35%
ICE C -0.35%
WM A -0.35%
NKE D -0.35%
EQIX A -0.34%
MDLZ F -0.34%
ITW B -0.32%
PNC B -0.32%
WELL A -0.32%
CDNS B -0.32%
SNPS B -0.32%
CRWD B -0.31%
MRVL B -0.3%
EMR A -0.29%
USB A -0.29%
MAR B -0.27%
COF B -0.27%
AJG B -0.25%
DLR B -0.24%
TFC A -0.24%
HLT A -0.24%
SLB C -0.24%
FCX D -0.24%
ABNB C -0.23%
ROP B -0.23%
SRE A -0.23%
SPG B -0.23%
BK A -0.23%
TRV B -0.23%
CARR D -0.23%
KMI A -0.22%
DASH A -0.22%
JCI C -0.22%
FICO B -0.22%
PSA D -0.21%
LNG B -0.2%
AZO C -0.2%
PWR A -0.19%
FIS C -0.19%
MET A -0.19%
AIG B -0.19%
NEM D -0.19%
PCG A -0.18%
CCI D -0.18%
PEG A -0.18%
MSCI C -0.18%
PRU A -0.18%
KVUE A -0.18%
VLO C -0.18%
GWW B -0.18%
DFS B -0.17%
SNOW C -0.16%
CBRE B -0.16%
OTIS C -0.16%
VRSK A -0.16%
IR B -0.16%
EW C -0.16%
YUM B -0.15%
EXC C -0.15%
KR B -0.15%
TEAM A -0.15%
IDXX F -0.14%
EXR D -0.14%
WAB B -0.14%
HUM C -0.14%
NUE C -0.14%
HPQ B -0.14%
DELL C -0.14%
GIS D -0.14%
GLW B -0.14%
VMC B -0.14%
WTW B -0.13%
ROK B -0.13%
AVB B -0.13%
IRM D -0.13%
HUBS A -0.13%
ED D -0.13%
KDP D -0.13%
LULU C -0.13%
GPN B -0.12%
DXCM D -0.12%
ANSS B -0.12%
NDAQ A -0.12%
TTWO A -0.12%
EFX F -0.12%
ALNY D -0.12%
DD D -0.12%
AWK D -0.11%
HPE B -0.11%
HAL C -0.11%
PPG F -0.11%
KEYS A -0.11%
CAH B -0.11%
KHC F -0.1%
MTD D -0.1%
HBAN A -0.1%
EQR B -0.1%
VTR C -0.1%
ADM D -0.1%
FTV C -0.1%
WBD C -0.09%
WY D -0.09%
BIIB F -0.09%
IFF D -0.09%
WST C -0.09%
SBAC D -0.09%
CDW F -0.09%
RF A -0.09%
INVH D -0.08%
MKC D -0.08%
OMC C -0.08%
PFG D -0.08%
MDB C -0.08%
ZBRA B -0.08%
LH C -0.08%
WDC D -0.08%
CLX B -0.08%
CFG B -0.08%
K A -0.08%
STE F -0.08%
LYB F -0.08%
WAT B -0.08%
ES D -0.08%
PKG A -0.08%
EXPD D -0.07%
MAS D -0.07%
ULTA F -0.07%
BBY D -0.07%
PINS D -0.07%
TRMB B -0.07%
KEY B -0.07%
DGX A -0.07%
MAA B -0.07%
ZS C -0.07%
TRU D -0.07%
BALL D -0.07%
STX D -0.07%
ESS B -0.07%
APTV D -0.06%
JBHT C -0.06%
DOC D -0.06%
DG F -0.06%
TER D -0.06%
ARE D -0.06%
GEN B -0.06%
OKTA C -0.05%
DLTR F -0.05%
CAG D -0.05%
AVTR F -0.05%
INCY C -0.05%
SWKS F -0.05%
EL F -0.05%
DOX D -0.04%
RPRX D -0.04%
SNAP C -0.04%
CPB D -0.03%
ENPH F -0.03%
HRL D -0.03%
AGR B -0.01%
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