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Launched · SEC filings

Barron's 400 ETF

BFORNYSE ArcaALPS FundsC

$23.40−0.04 (−0.17%)

At close: Nov 2, 2026, 4:00 PM ET

C52/ 100

Rank 56 of 99 in US Multifactor

C52/100Rank 56 of 99inUS Multifactor
Intraday session: down, 79 prints from 23.44 to 23.40. Range 23.40 to 23.69. Use the arrow keys to read each point.23.5023.5523.6023.6523.7010 AM12 PM2 PM4 PM
Expense ratio
0.65%
Fund size
$241M
1Y total return
+18.0%
Yield · Last 12 months
0.52%
Holdings
401
Avg volume · 30D
35.3K sh
52W range
low $19.31high $24.65
Launched
Filings
SEC EDGAR

The ETF.net BFOR Grade

C

Score 52 out of 100

Category
US Multifactor⁠
Rank
56 of 99
Six-pillar profile for BFOR. Scores out of 100: Cost 7, Risk 48, Mission 100, Tradability 46, Holdings 87, Durability 48. Strongest: Mission (100). Weakest: Cost (7). Leans toward Mission.

Score 52 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    F7 out of 100
    Rank 91 of 99

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A100 out of 100
    Rank 1 of 87

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    C48 out of 100
    Rank 52 of 99

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    C46 out of 100
    Rank 49 of 99

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    A87 out of 100
    Rank 2 of 98

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    C48 out of 100
    Rank 59 of 99

Our read on BFOR

ETF.net Research

In short

CA famous stock list turned into a fund. BFOR follows the Barron's 400 Index, a rules-based screen for growth at a reasonable price plus quality in US stocks, and it has run that playbook since 2013.

Stated mandate

The fund seeks to track the performance of the Barron's 400 Index before fees and expenses.

Why people hold it

  • Tracks the Barron's 400 Index tightly. For a rules-based fund that is the whole job, and this one does it with very little drift.alpsfunds.com
  • One basket, roughly 400 US companies, screened for growth at a reasonable price plus quality. No single name carries the portfolio.
  • Live since 2013, so the screen has been through real markets rather than a backtest deck.

Worth knowing

  • At 0.65% a year, it charges about double the typical US multifactor fund, and well above big rivals like FNDX (0.25%) or VONV (0.06%).
  • Thinly traded. Spreads can widen, so limit orders matter more here than with the mega-funds in the category.
  • Sits in the lower half of its US multifactor peer group, driven by cost and trading friction rather than by how it follows its index.

BFOR Performance

Launched Jun 3, 2013

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

BFOR$11,795
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,199
Oct 31, 2025 to Oct 30, 2026. BFOR $11,795. SPY $11,199. Use the arrow keys to read each point.$10,000$11,000$12,000Oct 2025Apr 2026Oct 2026

Oct 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for BFOR. Periods over one year show the average yearly return.
PeriodBFOR
Year to date+13.8%
1 month+2.2%
3 months−1.1%
1 year+18.0%
3 yearsper year+21.3%
5 yearsper year+9.5%
10 yearsper year+12.6%

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for BFOR
YearReturn barBFOR
2026 YTD+13.8%
2025+13.9%
2024+17.8%
2023+18.1%
2022−15.9%
2021+30.7%
2020+17.5%

BFOR in the news

BFOR Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
0.52%Last 12 months
Payout per share
$0.12Last 12 months
Last payment
$0.12 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Annual

Distribution history

2017–2026

One bar per payment. 10 payments from 2017 to 2026 YTD. Dec 21, 2017 $0.06; Dec 20, 2018 $0.08; Dec 19, 2019 $0.07; Dec 22, 2020 $0.12; Sep 16, 2021 $0.0041; Dec 22, 2021 $0.14; Dec 22, 2022 $0.22; Dec 21, 2023 $0.20; Dec 19, 2024 $0.13; Dec 18, 2025 $0.12. Use the arrow keys to read each point.2017201820192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Dec 18, 2025Dec 23, 2025$0.12
Dec 19, 2024Dec 26, 2024$0.13
Dec 21, 2023Dec 27, 2023$0.20
Dec 22, 2022Dec 29, 2022$0.22
Dec 22, 2021Dec 29, 2021$0.14
Sep 16, 2021Sep 23, 2021$0.0041
Dec 22, 2020Dec 30, 2020$0.12
Dec 19, 2019Dec 27, 2019$0.07
Dec 20, 2018Dec 27, 2018$0.08
Dec 21, 2017Dec 28, 2017$0.06
Dec 21, 2016Dec 29, 2016$0.07
Dec 23, 2015Dec 31, 2015$0.06

See all 14 payments⁠

$10,000 in BFOR 10 years ago paid $1,595 in dividends.⁠

BFOR Risk

Risk pillarC48 out of 100Rank 52 of 99 in US Multifactor
How much the fund’s monthly returns vary, scaled to a year.
14.8%
Annualised · 36 months to Oct 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.09
vs 3-month T-bills · to Oct 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−25.9%
Trough Sep 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.03
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

BFOR Cost

Compare BFOR and VYM

Overpaying vs VYM, tied cheapest in US Multifactor

$11,868

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • BFOR 0.65%

    $12,717

  • VYM 0.04% Tied cheapest

    $849

$10,000
30 years

Cost over time

  • BFOR 0.65%
  • VYM 0.04%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530BFOR $12,717VYM $849

Year by year

YearBFORVYMOverpaying
10$1,163$73$1,090
20$4,440$288$4,152
30$12,717$849$11,868

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