BFORvsBLUXETF Comparison
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BARRON’S 400 ETF (BFOR) belongs to the US Multi-Factor segment. Bluemonte Dynamic Total Market ETF (BLUX) is part of the US All Cap segment. BFOR's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, BLUX's top sector exposures are Technology, Finance and Healthcare. BFOR is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.28% for BLUX. BFOR is up 12.94% year-to-date (YTD) with +$19M in YTD flows. BLUX performs better with 13.37% YTD performance, and +$144M in YTD flows. Run a side-by-side ETF comparison of BFOR and BLUX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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BFOR vs BLUX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BFOR BLUX | +0.04%-0.45% | -1.40%-1.59% | +12.94%+13.37% | +17.46%+15.03% | +68.93%n/a | +59.40%n/a |
| Flows | BFOR BLUX | -$629K+$23M | +$8M+$46M | +$19M+$144M | +$21M+$177M | +$23M- | +$13M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BFOR BLUX | +10.85%+10.90% | +13.86%+13.91% | +16.92%n/a | +19.36%n/a |
| Max drawdown | BFOR BLUX | -6.98%-5.41% | -8.35%-9.09% | -21.70%n/a | -26.04%n/a |
| Max drawdown duration | BFOR BLUX | 61d60d | 49d63d | 219dn/a | 815dn/a |
Trading data
BFOR | BLUX | |
Last sale 10/16/2026 at 1:30 PM | $23.24 | $31.17 |
| Previous close 10/15/2026 | $23.43 | $31.55 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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BLUX
is actively managed and doesn’t replicate an indexBFOR | BLUX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/16/2026 at 1:30 PM
Live
Closed
BFOR | BLUX | |
|---|---|---|
| Last price | $23.24 | $31.17 |
| 1D performance | -0.81% | -1.20% |
| AuM | $231.24 M | $608.80 M |
| E/R | 0.65% | 0.28% |
Characteristics
BFOR | BLUX | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | ALPS | Bluemonte Investment Management |
| Benchmark | Barron's 400 Index | - |
| N° of holdings | 396 | 2886 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 3, 2013 | June 23, 2025 |
| ESG | No | No |
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Exposure
Countries
BFOR
USA
95.16%
Other
4.84%
BLUX
USA
94.95%
Other
5.05%
Sectors
BFOR
Finance
23.87%
Technology
17.7%
Healthcare
12.41%
Industrials
12.28%
Other
33.75%
BLUX
Technology
27.67%
Finance
20.98%
Healthcare
13.34%
Industrials
8.46%
Other
29.54%
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Diversification
BFOR
Total weight of top 15 holdings out of 15
6.95%
BLUX
Total weight of top 15 holdings out of 15
21.44%
Top 15 holdings
Data as of August 31, 2026
BFOR
Dell Technologies, Inc.
0.66%
Advanced Micro Devices, Inc.
0.53%
Marvell Technology, Inc.
0.53%
Sandisk Corp.
0.52%
Micron Technology, Inc.
0.49%
Seagate Technology Holdings Plc
0.47%
Nutex Health, Inc.
0.47%
Fortinet, Inc.
0.45%
SharkNinja, Inc.
0.42%
Credo Technology Group Holding Ltd.
0.42%
Paycom Software, Inc.
0.41%
Iridium Communications, Inc.
0.41%
Sezzle, Inc.
0.40%
Rigel Pharmaceuticals, Inc.
0.39%
Illumina, Inc.
0.39%
BLUX
NVIDIA Corp.
3.92%
Apple, Inc.
3.42%
Microsoft Corp.
2.77%
Amazon.com, Inc.
1.87%
Alphabet, Inc.
1.46%
Broadcom Inc.
1.29%
Alphabet, Inc.
1.16%
Meta Platforms, Inc.
0.92%
Micron Technology, Inc.
0.79%
Tesla, Inc.
0.76%
JPMorgan Chase & Co.
0.70%
Berkshire Hathaway, Inc.
0.68%
Eli Lilly & Co.
0.67%
Advanced Micro Devices, Inc.
0.56%
Johnson & Johnson
0.47%
Frequently asked questions about BFOR and BLUX
How have the BFOR and BLUX ETFs performed in 2026?
As of October 16, 2026, BFOR is up 12.94% year-to-date (YTD), while BLUX has returned 13.37%. That puts BLUX better performer ahead so far this year.
Which ETF is attracting more investor money: BFOR or BLUX?
Year-to-date, the BFOR ETF saw +$19M in flows, compared to +$144M for BLUX.
Which ETF is more volatile: BFOR or BLUX?
Over the past year, BFOR had a volatility of 13.86%, while BLUX experienced 13.91%.
Which ETF is bigger: BFOR or BLUX?
As of October 16, 2026, BFOR holds $231.24 M in assets under management (AUM), while BLUX manages $608.80 M.
What sectors do the BFOR and BLUX ETFs invest in?
BFOR leans toward sectors like Finance, Technology and Healthcare. Meanwhile, BLUX focuses on Technology, Finance and Healthcare.
What are the top holdings of the BFOR ETF and BLUX ETF?
BFOR top holdings include Dell Technologies, Inc., Advanced Micro Devices, Inc. and Marvell Technology, Inc.. BLUX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: BFOR or BLUX?
BFOR holds 396 securities with 6.95% of its assets in the top 15. BLUX has 2920 securities and a top 15 weight of 21.44%.
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