BFOR vs. SUSL ETF Comparison

Comparison of Barron's 400 (BFOR) to iShares ESG MSCI USA Leaders ETF (SUSL)

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

SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$105.82

Average Daily Volume

22,593

Number of Holdings ^*

293

* may have additional holdings in another (foreign) market

Performance

Period	BFOR	SUSL
30 Days	9.34%	3.38%
60 Days	10.13%	5.08%
90 Days	11.66%	6.25%
12 Months	38.09%	32.87%

88 Overlapping Holdings

Symbol	Grade	Weight in BFOR	Weight in SUSL	Overlap
ACGL	D	0.2%	0.13%	0.13%
ADBE	C	0.23%	0.81%	0.23%
ADP	B	0.25%	0.45%	0.25%
ADSK	A	0.26%	0.25%	0.25%
AFL	B	0.23%	0.22%	0.22%
AIZ	A	0.25%	0.04%	0.04%
AKAM	D	0.2%	0.05%	0.05%
ALL	A	0.24%	0.19%	0.19%
AMAT	F	0.22%	0.53%	0.22%
AMP	A	0.29%	0.2%	0.2%
APD	A	0.25%	0.26%	0.25%
AXON	A	0.36%	0.16%	0.16%
AXP	A	0.25%	0.61%	0.25%
BKNG	A	0.28%	0.64%	0.28%
BKR	B	0.29%	0.16%	0.16%
BR	A	0.25%	0.1%	0.1%
BURL	A	0.22%	0.06%	0.06%
CAT	B	0.25%	0.69%	0.25%
CBOE	B	0.22%	0.08%	0.08%
CHD	B	0.23%	0.1%	0.1%
CHTR	C	0.26%	0.13%	0.13%
CL	D	0.2%	0.27%	0.2%
COR	B	0.23%	0.16%	0.16%
CTAS	B	0.24%	0.29%	0.24%
DECK	A	0.26%	0.1%	0.1%
DHI	D	0.19%	0.17%	0.17%
DOV	A	0.24%	0.1%	0.1%
DRI	B	0.24%	0.07%	0.07%
DVA	B	0.21%	0.03%	0.03%
EA	A	0.26%	0.15%	0.15%
EBAY	D	0.22%	0.11%	0.11%
ECL	D	0.22%	0.23%	0.22%
EME	C	0.28%	0.09%	0.09%
FDS	B	0.25%	0.07%	0.07%
FOX	A	0.27%	0.02%	0.02%
FSLR	F	0.19%	0.07%	0.07%
GGG	B	0.24%	0.05%	0.05%
GOOGL	C	0.26%	3.56%	0.26%
HIG	B	0.23%	0.13%	0.13%
HOLX	D	0.21%	0.07%	0.07%
IBM	C	0.22%	0.74%	0.22%
IPG	D	0.21%	0.04%	0.04%
IQV	D	0.2%	0.13%	0.13%
IT	C	0.24%	0.15%	0.15%
JNJ	D	0.21%	1.35%	0.21%
KMB	D	0.21%	0.17%	0.17%
LII	A	0.23%	0.08%	0.08%
LLY	F	0.19%	2.19%	0.19%
MA	C	0.24%	1.55%	0.24%
MANH	D	0.24%	0.06%	0.06%
MCO	B	0.23%	0.28%	0.23%
MLM	B	0.25%	0.13%	0.13%
MMM	D	0.22%	0.25%	0.22%
MOH	F	0.2%	0.06%	0.06%
MPC	D	0.23%	0.2%	0.2%
MSFT	F	0.23%	10.54%	0.23%
NBIX	C	0.23%	0.05%	0.05%
NRG	B	0.26%	0.07%	0.07%
NTAP	C	0.23%	0.09%	0.09%
NTRS	A	0.27%	0.08%	0.08%
NVDA	C	0.29%	13.05%	0.29%
NVR	D	0.22%	0.1%	0.1%
ODFL	B	0.27%	0.15%	0.15%
OKE	A	0.26%	0.25%	0.25%
PANW	C	0.27%	0.47%	0.27%
PAYX	C	0.25%	0.17%	0.17%
PEP	F	0.21%	0.8%	0.21%
PGR	A	0.23%	0.56%	0.23%
PHM	D	0.21%	0.1%	0.1%
PODD	C	0.26%	0.07%	0.07%
PYPL	B	0.28%	0.31%	0.28%
RCL	A	0.32%	0.21%	0.21%
RJF	A	0.31%	0.12%	0.12%
SPGI	C	0.22%	0.59%	0.22%
SYF	B	0.31%	0.09%	0.09%
TGT	F	0.23%	0.2%	0.2%
TJX	A	0.23%	0.49%	0.23%
TRGP	B	0.29%	0.16%	0.16%
TSCO	D	0.23%	0.11%	0.11%
URI	B	0.26%	0.2%	0.2%
V	A	0.24%	1.76%	0.24%
VLTO	D	0.21%	0.1%	0.1%
WDAY	B	0.25%	0.21%	0.21%
WMB	A	0.28%	0.26%	0.26%
WSM	B	0.21%	0.08%	0.08%
XYL	D	0.21%	0.11%	0.11%
ZBH	C	0.23%	0.08%	0.08%
ZTS	D	0.21%	0.29%	0.21%

BFOR Overweight 300 Positions Relative to SUSL

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%
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%
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%
TXRH	C	0.28%
PPC	C	0.28%
ZM	B	0.28%
CRS	A	0.28%
GDDY	A	0.28%
FTNT	C	0.28%
TGTX	B	0.28%
APOG	B	0.28%
AX	A	0.28%
MTB	A	0.28%
CW	B	0.27%
TMUS	B	0.27%
DAKT	B	0.27%
IBOC	A	0.27%
UTI	A	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%
AWI	A	0.27%
CPAY	A	0.27%
FITB	A	0.26%
IBCP	B	0.26%
WHD	B	0.26%
BFC	B	0.26%
WABC	B	0.26%
MSI	B	0.26%
FFIV	B	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%
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%
PH	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%
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%
HES	B	0.25%
TCMD	A	0.25%
CBT	C	0.24%
XPEL	C	0.24%
CME	A	0.24%
FBP	B	0.24%
RGA	A	0.24%
CTSH	B	0.24%
EPD	A	0.24%
CMG	B	0.24%
AAPL	C	0.24%
FMBH	B	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%
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%
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%
SSNC	B	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%
OFG	B	0.23%
BRC	D	0.23%
OTTR	C	0.23%
CHDN	B	0.23%
VRSN	F	0.23%
NOV	C	0.23%
LNN	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%
ON	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%
SYY	B	0.22%
KOS	F	0.22%
FDX	B	0.22%
ROL	B	0.22%
QCOM	F	0.22%
YETI	C	0.22%
WFRD	D	0.21%
MBIN	D	0.21%
SKX	D	0.21%
RMD	C	0.21%
VITL	D	0.21%
VAL	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%
MEDP	D	0.21%
NSSC	D	0.21%
BMRN	D	0.21%
DKS	C	0.21%
LEN	D	0.21%
EG	C	0.21%
HALO	F	0.2%
HOG	D	0.2%
FCN	D	0.2%
YOU	D	0.2%
KLAC	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%
HSY	F	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%
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%
REGN	F	0.15%

BFOR Underweight 205 Positions Relative to SUSL

Symbol	Grade	Weight
TSLA	B	-3.52%
GOOG	C	-3.09%
HD	A	-1.47%
PG	A	-1.47%
CRM	B	-1.18%
KO	D	-0.94%
MRK	F	-0.91%
ACN	C	-0.82%
AMD	F	-0.8%
LIN	D	-0.79%
NOW	A	-0.78%
DIS	B	-0.76%
MCD	D	-0.75%
GE	D	-0.71%
INTU	C	-0.69%
VZ	C	-0.65%
TXN	C	-0.65%
CMCSA	B	-0.62%
MS	A	-0.6%
DHR	F	-0.57%
AMGN	D	-0.56%
LOW	D	-0.55%
BLK	C	-0.55%
ETN	A	-0.54%
UNP	C	-0.53%
FI	A	-0.46%
SCHW	B	-0.44%
BMY	B	-0.43%
DE	A	-0.41%
MMC	B	-0.4%
GILD	C	-0.4%
INTC	D	-0.38%
PLD	D	-0.38%
LRCX	F	-0.35%
UPS	C	-0.35%
CI	F	-0.34%
ELV	F	-0.34%
TT	A	-0.34%
AMT	D	-0.34%
ICE	C	-0.33%
NKE	D	-0.33%
EQIX	A	-0.32%
MELI	D	-0.32%
SNPS	B	-0.31%
PNC	B	-0.3%
WELL	A	-0.3%
CDNS	B	-0.3%
USB	A	-0.29%
ITW	B	-0.29%
MRVL	B	-0.29%
ORLY	B	-0.26%
CSX	B	-0.25%
CRH	A	-0.25%
COF	B	-0.25%
HCA	F	-0.24%
TFC	A	-0.23%
HLT	A	-0.23%
SLB	C	-0.23%
TRV	B	-0.22%
SRE	A	-0.22%
DLR	B	-0.22%
CARR	D	-0.22%
FICO	B	-0.21%
NXPI	D	-0.21%
BK	A	-0.21%
PSX	C	-0.2%
JCI	C	-0.2%
LNG	B	-0.19%
AZO	C	-0.19%
DASH	A	-0.19%
GWW	B	-0.19%
PWR	A	-0.18%
NEM	D	-0.18%
CMI	A	-0.18%
VLO	C	-0.17%
FIS	C	-0.17%
DFS	B	-0.16%
PRU	A	-0.16%
CCI	D	-0.16%
KR	B	-0.15%
CBRE	B	-0.15%
TEAM	A	-0.15%
FERG	B	-0.15%
IR	B	-0.15%
EW	C	-0.15%
YUM	B	-0.14%
A	D	-0.14%
EXC	C	-0.14%
IRM	D	-0.13%
NDAQ	A	-0.13%
KDP	D	-0.13%
HUBS	A	-0.13%
GEHC	F	-0.13%
HUM	C	-0.13%
GIS	D	-0.13%
NUE	C	-0.13%
LULU	C	-0.13%
HPQ	B	-0.13%
WTW	B	-0.12%
EIX	B	-0.12%
ED	D	-0.12%
IDXX	F	-0.12%
SW	A	-0.11%
DXCM	D	-0.11%
KEYS	A	-0.11%
ANSS	B	-0.11%
TTWO	A	-0.11%
ROK	B	-0.11%
TROW	B	-0.1%
AWK	D	-0.1%
FTV	C	-0.1%
HAL	C	-0.1%
HPE	B	-0.1%
PPG	F	-0.1%
STT	A	-0.1%
SBAC	D	-0.09%
LPLA	A	-0.09%
RF	A	-0.09%
HBAN	A	-0.09%
MTD	D	-0.09%
CMS	C	-0.08%
CLX	B	-0.08%
STE	F	-0.08%
CFG	B	-0.08%
WDC	D	-0.08%
STLD	B	-0.08%
LYB	F	-0.08%
WAT	B	-0.08%
ES	D	-0.08%
WY	D	-0.08%
K	A	-0.08%
ATO	A	-0.08%
IFF	D	-0.08%
BIIB	F	-0.08%
PTC	A	-0.08%
WST	C	-0.08%
KEY	B	-0.07%
DGX	A	-0.07%
BALL	D	-0.07%
ZS	C	-0.07%
TRU	D	-0.07%
IP	B	-0.07%
COO	D	-0.07%
STX	D	-0.07%
PFG	D	-0.07%
MKC	D	-0.07%
OMC	C	-0.07%
LH	C	-0.07%
DOC	D	-0.06%
DPZ	C	-0.06%
AVY	D	-0.06%
ALGN	D	-0.06%
ULTA	F	-0.06%
DOCU	A	-0.06%
TWLO	A	-0.06%
GEN	B	-0.06%
NI	A	-0.06%
GPC	D	-0.06%
EXPD	D	-0.06%
EQH	B	-0.06%
OC	A	-0.06%
IEX	B	-0.06%
TRMB	B	-0.06%
PNR	A	-0.06%
BBY	D	-0.06%
DAY	B	-0.05%
BG	F	-0.05%
KMX	B	-0.05%
CHRW	C	-0.05%
CAG	D	-0.05%
AVTR	F	-0.05%
POOL	C	-0.05%
APTV	D	-0.05%
JBHT	C	-0.05%
MKTX	D	-0.04%
NLY	C	-0.04%
LKQ	D	-0.04%
ALLY	C	-0.04%
DAL	C	-0.04%
SOLV	C	-0.04%
WTRG	B	-0.04%
CNH	C	-0.04%
CTLT	B	-0.04%
FOXA	B	-0.04%
LW	C	-0.04%
TECH	D	-0.04%
JNPR	F	-0.04%
BXP	D	-0.04%
SJM	D	-0.04%
ALLE	D	-0.04%
DINO	D	-0.03%
AZPN	A	-0.03%
ACI	C	-0.03%
RIVN	F	-0.03%
CPB	D	-0.03%
TTC	D	-0.03%
ENPH	F	-0.03%
TFX	F	-0.03%
HRL	D	-0.03%
KNX	B	-0.03%
HSIC	B	-0.03%
FBIN	D	-0.03%
WBA	F	-0.02%
BEN	C	-0.02%
BBWI	D	-0.02%