BFOR vs. NZUS ETF Comparison

Comparison of Barron's 400 (BFOR) to SPDR MSCI USA Climate Paris Aligned ETF (NZUS)

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

$71.44

Average Daily Volume

3,244

Number of Holdings ^*

384

* may have additional holdings in another (foreign) market

NZUS

SPDR MSCI USA Climate Paris Aligned ETF

NZUS Description

SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Climate Paris Aligned Index, by using representative sampling technique. It does not invest in stocks of companies operating across cluster bombs, landmines, depleted uranium, chemical or biological weapons, blinding laser weapons, non-detectable fragments or incendiary weapons, tobacco, mining of thermal coal, oil and gas related activities, including distribution / retail, equipment and services, extraction and production, petrochemicals, pipelines and transportation and refining, thermal coal based, liquid fuel based and natural gas based power generation sectors. SPDR Series Trust - SPDR MSCI USA Climate Paris Aligned ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$32.40

Average Daily Volume

448

Number of Holdings ^*

246

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	NZUS
30 Days	2.35%	2.99%
60 Days	2.18%	5.95%
90 Days	7.78%	6.51%
12 Months	27.49%	36.26%

91 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in NZUS	Overlap
A	C	0.22%	0.1%	0.1%
AAPL	C	0.31%	7.02%	0.31%
ABNB	D	0.18%	0.19%	0.18%
ACGL	B	0.29%	0.29%	0.29%
ADBE	F	0.22%	0.61%	0.22%
ADP	C	0.26%	0.09%	0.09%
ADSK	B	0.24%	0.25%	0.24%
AMZN	C	0.26%	3.54%	0.26%
ANET	C	0.32%	0.07%	0.07%
AOS	B	0.23%	0.06%	0.06%
APH	C	0.28%	0.18%	0.18%
APO	B	0.26%	0.17%	0.17%
AVGO	C	0.3%	1.74%	0.3%
AXP	B	0.28%	0.37%	0.28%
BMY	C	0.21%	0.32%	0.21%
BRO	C	0.28%	0.2%	0.2%
BSX	B	0.29%	0.28%	0.28%
CHD	C	0.23%	0.2%	0.2%
CINF	C	0.27%	0.13%	0.13%
CMCSA	C	0.21%	0.22%	0.21%
CMG	D	0.25%	0.16%	0.16%
CPRT	D	0.22%	0.16%	0.16%
CSCO	B	0.24%	0.78%	0.24%
CTAS	C	0.3%	0.19%	0.19%
DXCM	F	0.13%	0.08%	0.08%
EBAY	B	0.28%	0.19%	0.19%
ECL	B	0.26%	0.16%	0.16%
FAST	C	0.22%	0.21%	0.21%
FDS	C	0.23%	0.11%	0.11%
FFIV	B	0.26%	0.15%	0.15%
FSLR	C	0.34%	0.83%	0.34%
FTNT	B	0.25%	0.1%	0.1%
GGG	C	0.21%	0.1%	0.1%
GILD	B	0.26%	0.03%	0.03%
GOOGL	D	0.27%	1.12%	0.27%
GWW	B	0.25%	0.04%	0.04%
HIG	B	0.27%	0.18%	0.18%
HSY	D	0.23%	0.32%	0.23%
IBM	B	0.26%	1.35%	0.26%
IDXX	D	0.22%	0.16%	0.16%
INCY	C	0.26%	0.03%	0.03%
INTU	D	0.23%	0.6%	0.23%
IQV	D	0.22%	0.03%	0.03%
ISRG	C	0.3%	0.36%	0.3%
JPM	D	0.26%	1.16%	0.26%
KEYS	B	0.24%	0.12%	0.12%
KKR	B	0.32%	0.16%	0.16%
MA	B	0.24%	1.23%	0.24%
MCO	C	0.3%	0.59%	0.3%
META	B	0.27%	2.56%	0.27%
MNST	D	0.2%	0.14%	0.14%
MPWR	B	0.3%	0.14%	0.14%
MSFT	C	0.25%	7.08%	0.25%
MSI	B	0.3%	0.48%	0.3%
MTB	C	0.29%	0.07%	0.07%
NBIX	F	0.2%	0.04%	0.04%
NFLX	B	0.27%	0.71%	0.27%
NKE	D	0.19%	0.09%	0.09%
NOW	C	0.28%	0.86%	0.28%
NVDA	C	0.32%	6.41%	0.32%
ODFL	D	0.22%	0.18%	0.18%
PANW	D	0.27%	0.05%	0.05%
PAYC	D	0.22%	0.01%	0.01%
PAYX	C	0.25%	0.14%	0.14%
PODD	C	0.3%	0.05%	0.05%
PYPL	B	0.3%	0.18%	0.18%
QCOM	D	0.24%	0.46%	0.24%
RMD	C	0.3%	0.14%	0.14%
ROL	C	0.25%	0.12%	0.12%
ROST	C	0.25%	0.16%	0.16%
RPRX	C	0.22%	0.13%	0.13%
SMCI	F	0.09%	0.02%	0.02%
SNPS	F	0.21%	0.22%	0.21%
STZ	C	0.22%	0.03%	0.03%
SYK	C	0.24%	0.34%	0.24%
TFX	B	0.25%	0.05%	0.05%
TJX	C	0.28%	0.4%	0.28%
TROW	C	0.22%	0.1%	0.1%
TW	B	0.27%	0.02%	0.02%
ULTA	D	0.17%	0.08%	0.08%
V	C	0.24%	1.7%	0.24%
VEEV	C	0.22%	0.07%	0.07%
VLTO	B	0.29%	0.16%	0.16%
VMC	C	0.22%	0.05%	0.05%
VRTX	D	0.27%	0.27%	0.27%
WFC	D	0.23%	0.22%	0.22%
WRB	D	0.24%	0.09%	0.09%
WST	D	0.2%	0.24%	0.2%
XYL	C	0.25%	1.28%	0.25%
ZM	C	0.22%	0.02%	0.02%
ZTS	B	0.24%	0.6%	0.24%

BFOR Overweight 293 Positions Relative to NZUS

Symbol	Grade	Weight
APP	C	0.48%
BOOT	B	0.44%
UFPT	D	0.43%
TPL	C	0.41%
IESC	B	0.41%
THC	C	0.4%
CORT	B	0.4%
LNTH	D	0.4%
USLM	B	0.38%
LMB	C	0.37%
GRBK	B	0.37%
VST	B	0.37%
COKE	C	0.36%
TGLS	B	0.36%
FTDR	B	0.36%
MOD	C	0.36%
HALO	D	0.34%
TRGP	C	0.34%
DOCS	B	0.34%
TBBK	C	0.34%
AGYS	D	0.33%
UTHR	B	0.33%
DY	C	0.33%
MLI	B	0.33%
SYBT	C	0.33%
EME	B	0.32%
STRL	C	0.32%
CASH	D	0.32%
QCRH	D	0.32%
MCB	C	0.32%
VRT	C	0.32%
LRN	B	0.32%
BMI	B	0.32%
STBA	D	0.32%
GDDY	C	0.32%
IDCC	B	0.31%
CPRX	C	0.31%
LII	C	0.31%
RCL	B	0.31%
AX	D	0.31%
EFSC	D	0.31%
BBW	C	0.31%
CRUS	D	0.31%
CFB	D	0.31%
AMAL	D	0.31%
WSM	C	0.3%
NVR	B	0.3%
FIX	B	0.3%
NTB	D	0.3%
BURL	C	0.3%
TOL	A	0.3%
PEG	B	0.3%
AAON	B	0.3%
DHI	C	0.3%
FCNCA	D	0.3%
FCF	D	0.3%
BRC	B	0.3%
CPNG	B	0.3%
SLVM	C	0.3%
BY	D	0.3%
PHM	B	0.3%
AIT	B	0.29%
IBKR	B	0.29%
VRRM	D	0.29%
GM	C	0.29%
NYT	B	0.29%
OFG	C	0.29%
NBHC	D	0.29%
PSN	B	0.29%
PFC	D	0.29%
FBP	C	0.29%
BOKF	C	0.29%
BDC	B	0.29%
COST	C	0.29%
CALM	B	0.29%
CBT	B	0.29%
PRDO	D	0.29%
MBWM	D	0.29%
HRMY	B	0.29%
POWL	B	0.29%
FFBC	D	0.28%
LEN	B	0.28%
FITB	B	0.28%
DKS	D	0.28%
RGA	C	0.28%
RF	B	0.28%
ANF	D	0.28%
SYF	C	0.28%
URI	B	0.28%
DVA	B	0.28%
PRFT	B	0.28%
ALSN	B	0.28%
WSFS	D	0.28%
OSBC	D	0.28%
CASY	D	0.28%
APOG	B	0.28%
WMB	C	0.28%
PNC	C	0.28%
UAL	B	0.28%
UTI	D	0.27%
BKNG	B	0.27%
OC	C	0.27%
WTFC	C	0.27%
AMPH	D	0.27%
CNA	D	0.27%
WES	D	0.27%
PKG	B	0.27%
AROC	D	0.27%
EXP	B	0.27%
CL	C	0.27%
INGR	B	0.27%
ONB	D	0.27%
BKR	C	0.27%
TXRH	B	0.27%
EXLS	B	0.27%
NTAP	D	0.27%
HOMB	D	0.27%
PH	B	0.27%
KO	B	0.27%
IBOC	D	0.27%
BKE	B	0.27%
SRCE	D	0.27%
FSS	D	0.27%
CHCO	D	0.27%
TSCO	B	0.26%
XOM	D	0.26%
CATY	C	0.26%
FCN	C	0.26%
JAKK	C	0.26%
RNR	B	0.26%
HBAN	B	0.26%
GPK	C	0.26%
CAT	B	0.26%
FCX	C	0.26%
DOV	B	0.26%
PFBC	D	0.26%
WWD	C	0.26%
G	C	0.26%
OSIS	C	0.26%
IRMD	B	0.26%
KAI	C	0.25%
PEP	D	0.25%
SLM	C	0.25%
LOPE	D	0.25%
CPAY	B	0.25%
AYI	B	0.25%
ESGR	D	0.25%
TNK	D	0.25%
ESAB	C	0.25%
GRNT	F	0.25%
MBIN	D	0.25%
CFR	C	0.25%
MANH	B	0.25%
HY	F	0.25%
BCSF	B	0.25%
THR	F	0.25%
EWBC	C	0.25%
MPLX	B	0.25%
CROX	C	0.25%
RMR	C	0.25%
CION	C	0.25%
HUBB	B	0.25%
MGY	D	0.25%
SIG	C	0.24%
BYD	C	0.24%
OZK	F	0.24%
HOG	C	0.24%
GMS	C	0.24%
NSSC	F	0.24%
FOUR	C	0.24%
DECK	C	0.24%
GOLF	F	0.24%
EG	B	0.24%
DCI	C	0.24%
EA	D	0.24%
GPOR	C	0.24%
MDLZ	C	0.24%
RL	B	0.24%
BR	C	0.24%
IBP	C	0.24%
COLL	C	0.24%
WDFC	C	0.24%
BSY	C	0.24%
PEGA	B	0.24%
L	D	0.24%
BLDR	C	0.24%
EPD	C	0.24%
BLD	C	0.24%
WMS	D	0.23%
AMAT	D	0.23%
CTSH	B	0.23%
CF	B	0.23%
SNA	B	0.23%
CQP	F	0.23%
DMLP	D	0.23%
FANG	F	0.23%
LBRT	F	0.23%
MSCI	C	0.23%
DFH	C	0.23%
WBS	C	0.23%
GNE	F	0.23%
INSW	C	0.23%
DRI	C	0.23%
AGM	D	0.23%
HESM	D	0.23%
JKHY	B	0.23%
J	A	0.23%
FOR	D	0.22%
LPG	F	0.22%
DOX	C	0.22%
SSD	C	0.22%
NVEC	D	0.22%
UAA	C	0.22%
IPG	C	0.22%
APAM	C	0.22%
OTTR	F	0.22%
CHX	F	0.22%
PCTY	D	0.22%
HCC	D	0.22%
PSX	F	0.21%
OSK	F	0.21%
ON	D	0.21%
KNSL	D	0.21%
YELP	D	0.21%
DNOW	F	0.21%
ASO	D	0.21%
NEU	D	0.21%
CAL	F	0.21%
RS	D	0.21%
DDS	D	0.21%
GPC	D	0.21%
CDNS	D	0.21%
ALG	D	0.21%
SM	F	0.21%
TPR	A	0.21%
MEDP	F	0.21%
MPC	F	0.21%
MLM	D	0.21%
VLO	F	0.21%
CUBI	F	0.21%
TEX	F	0.21%
SYY	C	0.21%
CNM	F	0.21%
STLD	C	0.21%
TNC	D	0.2%
HEES	D	0.2%
RES	D	0.2%
GL	D	0.2%
BTU	C	0.2%
MCHP	D	0.2%
MOH	D	0.2%
PCAR	D	0.2%
MGM	D	0.2%
SMLR	F	0.19%
HAL	F	0.19%
MTDR	F	0.19%
NUE	D	0.19%
HP	F	0.19%
PLAB	D	0.19%
VC	F	0.19%
OXM	F	0.19%
GNTX	D	0.19%
LPLA	D	0.19%
WFRD	F	0.19%
TREX	F	0.18%
GES	F	0.18%
PAX	F	0.18%
SAIA	D	0.18%
TNET	F	0.18%
LVS	C	0.18%
QLYS	D	0.17%
WNC	F	0.17%
LECO	D	0.17%
BRKR	D	0.17%
CVI	F	0.17%
JBL	C	0.17%
JBI	F	0.16%
VYGR	F	0.16%
LW	D	0.15%
ZYXI	F	0.15%
TWI	D	0.15%
ELF	F	0.14%
BLMN	F	0.14%
ACMR	D	0.14%
AMR	D	0.14%
PARR	F	0.13%
ARCT	D	0.13%
METC	F	0.12%
ATKR	F	0.12%
SHLS	F	0.11%
FIVE	D	0.11%
CELH	F	0.09%
NFE	F	0.08%

BFOR Underweight 155 Positions Relative to NZUS

Symbol	Grade	Weight
TSLA	C	-2.28%
GOOG	D	-2.18%
LLY	D	-2.03%
DLR	B	-1.58%
SHW	B	-1.58%
EIX	B	-1.3%
UNH	C	-1.18%
MCD	B	-1.0%
JNJ	C	-1.0%
HD	B	-0.91%
EQIX	B	-0.89%
PLD	C	-0.84%
MRK	F	-0.81%
SPGI	C	-0.81%
ORCL	B	-0.75%
CRM	C	-0.7%
ABBV	B	-0.67%
TXN	B	-0.67%
ADI	C	-0.67%
AMD	C	-0.64%
AWK	C	-0.61%
TMO	B	-0.61%
DHR	B	-0.6%
ACN	C	-0.6%
AFL	A	-0.58%
ACM	B	-0.54%
ARE	C	-0.53%
AME	C	-0.5%
DOC	B	-0.49%
AVB	C	-0.48%
BXP	C	-0.48%
ESS	C	-0.47%
PNR	B	-0.45%
ROK	D	-0.43%
ENPH	D	-0.42%
CB	B	-0.41%
FTV	C	-0.38%
MTD	C	-0.38%
PGR	C	-0.37%
DIS	D	-0.37%
SCHW	D	-0.35%
ITW	B	-0.35%
MMC	C	-0.34%
RIVN	F	-0.34%
JNPR	A	-0.33%
MDT	B	-0.32%
AMGN	D	-0.32%
REGN	D	-0.3%
CME	B	-0.3%
AMT	C	-0.3%
ELV	D	-0.29%
PFE	D	-0.29%
ICE	C	-0.28%
KLAC	D	-0.27%
VICI	C	-0.27%
INTC	D	-0.27%
SBUX	C	-0.27%
MRVL	D	-0.26%
ALLE	B	-0.25%
PSA	C	-0.24%
IEX	C	-0.24%
MELI	C	-0.24%
UBER	C	-0.22%
GRMN	D	-0.22%
UNP	D	-0.21%
O	B	-0.21%
BX	C	-0.21%
WELL	C	-0.2%
BK	B	-0.2%
AON	B	-0.18%
EW	F	-0.18%
WAT	B	-0.18%
AFG	C	-0.17%
ROP	C	-0.17%
VRSN	C	-0.16%
SPG	B	-0.15%
YUM	B	-0.15%
VRSK	D	-0.15%
WTW	B	-0.14%
ALL	C	-0.14%
ERIE	B	-0.13%
MET	B	-0.13%
CHTR	D	-0.12%
ALNY	C	-0.12%
EFX	C	-0.12%
USB	C	-0.12%
NDAQ	C	-0.12%
MKL	C	-0.12%
NEM	C	-0.12%
VZ	A	-0.12%
AXON	B	-0.11%
EQR	C	-0.11%
BLK	B	-0.11%
TRMB	C	-0.11%
CBOE	C	-0.11%
HUM	F	-0.1%
AJG	D	-0.1%
BDX	D	-0.1%
CSGP	D	-0.1%
ETN	C	-0.1%
KIM	C	-0.09%
HOLX	D	-0.09%
SEIC	B	-0.09%
KDP	B	-0.09%
WDAY	D	-0.08%
VTR	C	-0.08%
LULU	D	-0.08%
NTRS	C	-0.08%
DFS	C	-0.07%
BIIB	F	-0.07%
MKTX	D	-0.07%
ZBH	F	-0.07%
ILMN	D	-0.06%
BMRN	F	-0.06%
ANSS	D	-0.06%
EXR	C	-0.06%
TRV	C	-0.06%
TYL	C	-0.05%
TTD	B	-0.05%
TMUS	B	-0.05%
LOW	B	-0.05%
FOXA	B	-0.04%
AMP	B	-0.04%
CTLT	B	-0.04%
BAH	B	-0.04%
IR	B	-0.04%
BIO	C	-0.04%
ALGN	D	-0.04%
WM	D	-0.04%
EL	D	-0.04%
FOX	B	-0.03%
DGX	B	-0.03%
TECH	C	-0.03%
AVTR	C	-0.03%
HLT	B	-0.03%
SNAP	D	-0.02%
DOCU	C	-0.02%
HUBS	D	-0.02%
MTCH	C	-0.02%
SNOW	F	-0.02%
TTWO	D	-0.02%
PINS	D	-0.02%
OKTA	F	-0.02%
SQ	D	-0.02%
EXAS	D	-0.02%
BAX	C	-0.01%
EPAM	F	-0.01%
MRNA	F	-0.01%
MDB	D	-0.01%
TRU	B	-0.01%
WPC	C	-0.01%
BAC	D	-0.01%
MKC	C	-0.01%
CSX	C	-0.01%
COIN	F	-0.01%