BFOR vs. IWY ETF Comparison

Comparison of Barron's 400 (BFOR) to iShares Russell Top 200 Growth ETF (IWY)

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

IWY

iShares Russell Top 200 Growth ETF

IWY Description

The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200 Growth Index (the "underlying index"), which is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$228.53

Average Daily Volume

255,415

Number of Holdings ^*

104

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	IWY
30 Days	9.34%	3.21%
60 Days	10.13%	4.64%
90 Days	11.66%	6.06%
12 Months	38.09%	35.63%

44 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in IWY	Overlap
AAPL	C	0.24%	12.86%	0.24%
ADBE	C	0.22%	0.88%	0.22%
ADP	B	0.25%	0.45%	0.25%
ADSK	A	0.26%	0.25%	0.25%
AMAT	F	0.21%	0.51%	0.21%
AMZN	C	0.25%	7.41%	0.25%
ANET	C	0.25%	0.38%	0.25%
APH	A	0.26%	0.19%	0.19%
APO	B	0.32%	0.25%	0.25%
AXP	A	0.25%	0.24%	0.24%
BKNG	A	0.29%	0.63%	0.29%
CAT	B	0.25%	0.1%	0.1%
CEG	D	0.27%	0.04%	0.04%
CL	D	0.2%	0.16%	0.16%
CMG	B	0.23%	0.31%	0.23%
COST	B	0.23%	1.58%	0.23%
CPRT	A	0.26%	0.18%	0.18%
CTAS	B	0.24%	0.28%	0.24%
ECL	D	0.22%	0.21%	0.21%
FTNT	C	0.28%	0.19%	0.19%
GOOGL	C	0.26%	3.99%	0.26%
ISRG	A	0.25%	0.73%	0.25%
KLAC	D	0.19%	0.33%	0.19%
KMB	D	0.22%	0.07%	0.07%
LLY	F	0.18%	2.35%	0.18%
MA	C	0.24%	1.7%	0.24%
MCO	B	0.22%	0.29%	0.22%
META	D	0.24%	4.78%	0.24%
MMM	D	0.22%	0.05%	0.05%
MSFT	F	0.22%	12.14%	0.22%
MSI	B	0.26%	0.15%	0.15%
NFLX	A	0.29%	1.39%	0.29%
NVDA	C	0.29%	13.07%	0.29%
ORCL	B	0.26%	1.13%	0.26%
PANW	C	0.26%	0.47%	0.26%
PEP	F	0.21%	0.68%	0.21%
PGR	A	0.23%	0.5%	0.23%
QCOM	F	0.21%	0.66%	0.21%
REGN	F	0.15%	0.03%	0.03%
SYK	C	0.24%	0.16%	0.16%
TJX	A	0.23%	0.32%	0.23%
V	A	0.24%	1.92%	0.24%
WDAY	B	0.24%	0.22%	0.22%
ZTS	D	0.21%	0.26%	0.21%

BFOR Overweight 344 Positions Relative to IWY

Symbol	Grade	Weight
APP	B	0.64%
LEU	C	0.43%
UAL	A	0.42%
TPL	A	0.4%
PAY	B	0.39%
PLTR	B	0.39%
IESC	B	0.38%
USLM	A	0.38%
AGX	B	0.37%
AXON	A	0.36%
VRT	B	0.36%
POWL	C	0.35%
PAYO	A	0.34%
UPWK	B	0.34%
STRL	B	0.34%
IBKR	A	0.33%
CORT	B	0.33%
AAON	B	0.32%
RCL	A	0.32%
CCL	B	0.32%
SFM	A	0.31%
TILE	B	0.31%
TRGP	B	0.31%
IDCC	A	0.31%
RJF	A	0.31%
WFC	A	0.31%
SYF	B	0.31%
FIX	A	0.31%
WMB	A	0.3%
PEGA	A	0.3%
BKR	B	0.3%
CEIX	A	0.3%
EWBC	A	0.3%
ALSN	B	0.3%
SKWD	A	0.3%
EXPE	B	0.3%
FLEX	A	0.3%
RMBS	C	0.3%
MTB	A	0.29%
CMPO	A	0.29%
TGTX	B	0.29%
AMP	A	0.29%
SUM	B	0.29%
EXEL	B	0.29%
GDDY	A	0.29%
EME	C	0.29%
DOCS	C	0.29%
SNA	A	0.29%
PPC	C	0.29%
HLNE	B	0.29%
AIT	A	0.29%
PAYC	B	0.29%
CRS	A	0.29%
UNM	A	0.29%
MLI	C	0.29%
NTRS	A	0.28%
AWI	A	0.28%
CSWI	A	0.28%
FCNCA	A	0.28%
WT	B	0.28%
MWA	B	0.28%
WSM	B	0.28%
APOG	B	0.28%
FOUR	B	0.28%
MCB	B	0.28%
NEWT	B	0.28%
AX	A	0.28%
HWM	A	0.28%
PCTY	B	0.28%
LRN	A	0.28%
QLYS	C	0.27%
CW	B	0.27%
FTDR	A	0.27%
FTI	A	0.27%
FAST	B	0.27%
ZM	B	0.27%
OII	B	0.27%
BL	B	0.27%
ARLP	A	0.27%
CASH	A	0.27%
ADMA	B	0.27%
MTDR	B	0.27%
NRG	B	0.27%
FOX	A	0.27%
MOD	A	0.27%
BBW	B	0.27%
HCKT	B	0.27%
UTI	A	0.27%
TXRH	C	0.27%
NOG	A	0.27%
PYPL	B	0.27%
QCRH	A	0.27%
USAP	B	0.27%
CPAY	A	0.27%
OKE	A	0.27%
ACIW	B	0.26%
NIC	B	0.26%
TDY	B	0.26%
AMAL	B	0.26%
PEBO	A	0.26%
SLVM	B	0.26%
BFC	B	0.26%
LPX	B	0.26%
FFIV	B	0.26%
ODFL	B	0.26%
CF	B	0.26%
EOG	A	0.26%
SM	B	0.26%
DECK	A	0.26%
ITT	A	0.26%
ORRF	B	0.26%
ET	A	0.26%
LAUR	A	0.26%
DAKT	B	0.26%
HES	B	0.26%
IBOC	A	0.26%
OZK	B	0.26%
TW	A	0.26%
PLMR	B	0.26%
PH	A	0.26%
TRN	C	0.26%
EA	A	0.26%
ACMR	F	0.26%
FULT	A	0.26%
AIZ	A	0.26%
CHTR	C	0.26%
VIRT	B	0.26%
PODD	C	0.26%
G	B	0.26%
CNO	A	0.26%
APD	A	0.26%
MGY	A	0.26%
CVLT	B	0.26%
NRP	B	0.26%
MLR	B	0.26%
TMUS	B	0.26%
PFBC	B	0.26%
JPM	A	0.26%
BY	B	0.26%
WLDN	D	0.25%
YELP	C	0.25%
XOM	B	0.25%
SRCE	B	0.25%
DBX	B	0.25%
MRO	B	0.25%
HWKN	B	0.25%
BELFB	C	0.25%
MBWM	B	0.25%
MPLX	A	0.25%
LKFN	B	0.25%
CASY	A	0.25%
CQP	B	0.25%
URI	B	0.25%
IBCP	B	0.25%
EXP	A	0.25%
FITB	A	0.25%
FCF	A	0.25%
WABC	B	0.25%
MLM	B	0.25%
HUBB	B	0.25%
OSBC	A	0.25%
RBA	A	0.25%
CINF	A	0.25%
RL	B	0.25%
MCRI	A	0.25%
OSIS	B	0.25%
ATR	B	0.25%
TCMD	A	0.25%
LOPE	B	0.25%
WHD	B	0.25%
CUBI	C	0.25%
PLAB	C	0.24%
UTHR	C	0.24%
KNSL	B	0.24%
CPRX	C	0.24%
WRB	A	0.24%
LNN	B	0.24%
FMBH	B	0.24%
FANG	D	0.24%
NTAP	C	0.24%
SCCO	F	0.24%
ALL	A	0.24%
BRO	B	0.24%
HEI	B	0.24%
DOV	A	0.24%
CME	A	0.24%
DCI	B	0.24%
PAYX	C	0.24%
CHD	B	0.24%
SIG	B	0.24%
INGR	B	0.24%
HCI	C	0.24%
FDS	B	0.24%
GGG	B	0.24%
HNI	B	0.24%
CHWY	B	0.24%
FSS	B	0.24%
WWD	B	0.24%
TBBK	B	0.24%
BR	A	0.24%
IRMD	C	0.24%
THR	B	0.24%
REVG	B	0.24%
IPAR	B	0.24%
FIZZ	C	0.24%
WTS	B	0.24%
EPD	A	0.24%
JWN	C	0.23%
VRSN	F	0.23%
CBOE	B	0.23%
DT	C	0.23%
CTSH	B	0.23%
MPC	D	0.23%
CHDN	B	0.23%
RNR	C	0.23%
NBIX	C	0.23%
AFL	B	0.23%
OTTR	C	0.23%
TOL	B	0.23%
BMI	B	0.23%
CWCO	C	0.23%
CBT	C	0.23%
NOV	C	0.23%
COR	B	0.23%
FN	D	0.23%
IT	C	0.23%
DRI	B	0.23%
MANH	D	0.23%
GL	B	0.23%
HIG	B	0.23%
COOP	B	0.23%
SBR	B	0.23%
TRIN	A	0.23%
AMPY	C	0.23%
FBP	B	0.23%
RGA	A	0.23%
ZBH	C	0.23%
LII	A	0.23%
ANF	C	0.23%
CSL	C	0.23%
WEC	A	0.23%
WES	C	0.22%
RMD	C	0.22%
BRC	D	0.22%
YETI	C	0.22%
EBAY	D	0.22%
DY	D	0.22%
COKE	C	0.22%
NYT	C	0.22%
ON	D	0.22%
VLTO	D	0.22%
NEU	C	0.22%
NVR	D	0.22%
SPGI	C	0.22%
SYY	B	0.22%
TSCO	D	0.22%
VITL	D	0.22%
MSA	D	0.22%
JKHY	D	0.22%
DVN	F	0.22%
EG	C	0.22%
FDX	B	0.22%
VEEV	C	0.22%
CNA	B	0.22%
ERII	D	0.22%
ROL	B	0.22%
HESM	B	0.22%
BURL	A	0.22%
IBM	C	0.22%
SSNC	B	0.22%
DVA	B	0.22%
STBA	B	0.22%
XPEL	C	0.22%
OFG	B	0.22%
TEX	D	0.22%
SO	D	0.22%
FMC	D	0.21%
APA	D	0.21%
PHM	D	0.21%
SHOO	D	0.21%
IPG	D	0.21%
HY	D	0.21%
MEDP	D	0.21%
ROST	C	0.21%
AMPH	D	0.21%
DKS	C	0.21%
CACI	D	0.21%
THC	D	0.21%
JNJ	D	0.21%
IBP	D	0.21%
EGY	D	0.21%
KOS	F	0.21%
LEN	D	0.21%
XYL	D	0.21%
MHO	D	0.21%
UFPT	B	0.21%
BLDR	D	0.21%
NSSC	D	0.21%
HOLX	D	0.21%
TPH	D	0.21%
IMMR	C	0.21%
MBIN	D	0.2%
HOG	D	0.2%
TH	C	0.2%
GRBK	D	0.2%
HSY	F	0.2%
ONTO	D	0.2%
YOU	D	0.2%
DFIN	D	0.2%
BOOT	D	0.2%
WMS	D	0.2%
FCN	D	0.2%
SKX	D	0.2%
HRB	D	0.2%
AOS	F	0.2%
PTGX	C	0.2%
AKAM	D	0.2%
WFRD	D	0.2%
BMRN	D	0.2%
FC	F	0.2%
COLL	F	0.19%
HRTG	C	0.19%
WING	D	0.19%
MOH	F	0.19%
IQV	D	0.19%
INSW	F	0.19%
UHS	D	0.19%
DHI	D	0.19%
ACGL	D	0.19%
LNW	D	0.19%
HRMY	D	0.19%
VAL	D	0.19%
FSLR	F	0.18%
BLBD	D	0.18%
SIGA	F	0.18%
CRUS	D	0.18%
TGT	F	0.18%
DFH	D	0.18%
LNTH	D	0.18%
HALO	F	0.17%
CROX	D	0.17%
TDW	F	0.16%
ASC	F	0.16%
MPWR	F	0.14%

BFOR Underweight 60 Positions Relative to IWY

Symbol	Grade	Weight
TSLA	B	-3.51%
GOOG	C	-3.37%
AVGO	D	-2.95%
HD	A	-1.27%
CRM	B	-1.02%
MRK	F	-0.96%
NOW	A	-0.82%
INTU	C	-0.74%
UBER	D	-0.58%
AMD	F	-0.56%
KO	D	-0.54%
ABBV	D	-0.5%
BX	A	-0.5%
AMGN	D	-0.47%
LRCX	F	-0.36%
AMT	D	-0.36%
PG	A	-0.35%
SBUX	A	-0.34%
WM	A	-0.34%
SHW	A	-0.32%
CDNS	B	-0.31%
SNPS	B	-0.31%
CRWD	B	-0.3%
UNP	C	-0.27%
ORLY	B	-0.25%
VRTX	F	-0.24%
ABNB	C	-0.23%
NKE	D	-0.22%
GS	A	-0.2%
DASH	A	-0.2%
AZO	C	-0.19%
SNOW	C	-0.16%
GE	D	-0.16%
UNH	C	-0.15%
TEAM	A	-0.15%
FI	A	-0.15%
LULU	C	-0.15%
LMT	D	-0.14%
MCK	B	-0.13%
MNST	C	-0.12%
ITW	B	-0.12%
TT	A	-0.12%
KKR	A	-0.11%
TXN	C	-0.09%
HON	B	-0.09%
ELV	F	-0.06%
MMC	B	-0.06%
BA	F	-0.06%
HCA	F	-0.06%
SCHW	B	-0.05%
MCD	D	-0.05%
TDG	D	-0.05%
MS	A	-0.04%
EW	C	-0.03%
PSA	D	-0.03%
CI	F	-0.03%
EQIX	A	-0.02%
EL	F	-0.02%
DELL	C	-0.02%
MRVL	B	-0.02%