BFORvsMSSMETF Comparison
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BARRON’S 400 ETF (BFOR) and Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Finance, Technology and Healthcare. BFOR is less expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.89% for MSSM. BFOR is up 12.94% year-to-date (YTD) with +$19M in YTD flows. MSSM performs worse with 11.02% YTD performance, and -$79M in YTD flows. Run a side-by-side ETF comparison of BFOR and MSSM 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 MSSM 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 MSSM | +0.04%-2.63% | -1.40%-6.81% | +12.94%+11.02% | +17.46%+14.00% | +68.93%n/a | +59.40%n/a |
| Flows | BFOR MSSM | -$629K+$3M | +$8M+$3M | +$19M-$79M | +$21M-$82M | +$23M- | +$13M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BFOR MSSM | +10.85%+13.04% | +13.86%+17.07% | +16.92%n/a | +19.36%n/a |
| Max drawdown | BFOR MSSM | -6.98%-9.43% | -8.35%-9.62% | -21.70%n/a | -26.04%n/a |
| Max drawdown duration | BFOR MSSM | 61d61d | 49d46d | 219dn/a | 815dn/a |
Trading data
BFOR | MSSM | |
Last sale 10/16/2026 at 1:30 PM | $23.24 | $56.12 |
| Previous close 10/15/2026 | $23.43 | $56.91 |
| 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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MSSM
is actively managed and doesn’t replicate an indexBFOR | MSSM | |
|---|---|---|
| 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 | MSSM | |
|---|---|---|
| Last price | $23.24 | $56.12 |
| 1D performance | -0.81% | -1.38% |
| AuM | $231.24 M | $676.27 M |
| E/R | 0.65% | 0.89% |
Characteristics
BFOR | MSSM | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | ALPS | Morgan Stanley |
| Benchmark | Barron's 400 Index | - |
| N° of holdings | 396 | 1802 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 3, 2013 | December 9, 2024 |
| ESG | No | No |
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Exposure
Countries
BFOR
USA
95.16%
Other
4.84%
MSSM
USA
90.5%
Other
9.5%
Sectors
BFOR
Finance
23.87%
Technology
17.7%
Healthcare
12.41%
Industrials
12.28%
Other
33.75%
MSSM
Finance
20.95%
Technology
15.86%
Healthcare
15.63%
Industrials
13.05%
Other
34.51%
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Diversification
BFOR
Total weight of top 15 holdings out of 15
6.95%
MSSM
Total weight of top 15 holdings out of 15
8.68%
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%
MSSM
Ascendis Pharma A/S
0.89%
Dynatrace, Inc.
0.82%
TechnipFMC plc
0.67%
ViaSat, Inc.
0.63%
KBR, Inc.
0.63%
Regal Rexnord Corp.
0.53%
Avient Corp.
0.52%
IMAX Corp.
0.52%
Sprouts Farmers Market, Inc.
0.52%
Veeco Instruments, Inc.
0.51%
Brinker International, Inc.
0.50%
Plexus Corp.
0.50%
Haemonetics Corp.
0.49%
Life Time Group Holdings, Inc.
0.49%
Texas Capital Bancshares, Inc.
0.47%
Frequently asked questions about BFOR and MSSM
How have the BFOR and MSSM ETFs performed in 2026?
As of October 16, 2026, BFOR is up 12.94% year-to-date (YTD), while MSSM has returned 11.02%. That puts BFOR better performer ahead so far this year.
Which ETF is attracting more investor money: BFOR or MSSM?
Year-to-date, the BFOR ETF saw +$19M in flows, compared to -$79M for MSSM.
Which ETF is more volatile: BFOR or MSSM?
Over the past year, BFOR had a volatility of 13.86%, while MSSM experienced 17.07%.
Which ETF is bigger: BFOR or MSSM?
As of October 16, 2026, BFOR holds $231.24 M in assets under management (AUM), while MSSM manages $676.27 M.
What sectors do the BFOR and MSSM ETFs invest in?
BFOR leans toward sectors like Finance, Technology and Healthcare. Meanwhile, MSSM focuses on Finance, Technology and Healthcare.
What are the top holdings of the BFOR ETF and MSSM ETF?
BFOR top holdings include Dell Technologies, Inc., Advanced Micro Devices, Inc. and Marvell Technology, Inc.. MSSM holds in its top three: Ascendis Pharma A/S, Dynatrace, Inc. and TechnipFMC plc.
Which ETF is more diversified: BFOR or MSSM?
BFOR holds 396 securities with 6.95% of its assets in the top 15. MSSM has 1815 securities and a top 15 weight of 8.68%.
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