BFORvsSMIZETF Comparison
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BARRON’S 400 ETF (BFOR) and Zacks Small/Mid Cap ETF (SMIZ) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. BFOR is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.6% for SMIZ. BFOR is up 16.1% year-to-date (YTD) with +$16M in YTD flows. SMIZ performs worse with 11.83% YTD performance, and +$82M in YTD flows. Run a side-by-side ETF comparison of BFOR and SMIZ 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 SMIZ performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/02/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BFOR SMIZ | -0.33%-2.82% | +5.08%-3.07% | +16.10%+11.83% | +19.90%+15.06% | +67.75%n/a | +63.82%n/a |
| Flows | BFOR SMIZ | +$2M+$4M | +$7M+$22M | +$16M+$82M | +$18M+$104M | +$17M- | +$10M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BFOR SMIZ | +12.30%+18.45% | +14.31%+17.94% | +17.03%n/a | +19.43%n/a |
| Max drawdown | BFOR SMIZ | -3.69%-7.75% | -8.35%-10.50% | -21.70%n/a | -26.04%n/a |
| Max drawdown duration | BFOR SMIZ | 17d63d | 49d60d | 219dn/a | 815dn/a |
Trading data
BFOR | SMIZ | |
Last sale 9/2/2026 at 7:31 PM | $23.89 | $41.60 |
| Previous close 09/02/2026 | $23.71 | $41.42 |
| Consolidated volume 09/02/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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SMIZ
is actively managed and doesn’t replicate an indexBFOR | SMIZ | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/2/2026 at 7:31 PM
Live
Closed
BFOR | SMIZ | |
|---|---|---|
| Last price | $23.89 | $41.60 |
| 1D performance | +0.77% | +0.41% |
| AuM | $234.72 M | $271.14 M |
| E/R | 0.65% | 0.6% |
Characteristics
BFOR | SMIZ | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | ALPS | Zacks ETFs |
| Benchmark | Barron's 400 Index | - |
| N° of holdings | 396 | 199 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 3, 2013 | October 3, 2023 |
| ESG | No | No |
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Exposure
Countries
BFOR
USA
95.58%
Other
4.42%
SMIZ
USA
93.02%
Other
6.98%
Sectors
BFOR
Finance
24.18%
Technology
17.28%
Industrials
13.25%
Healthcare
12.09%
Other
33.19%
SMIZ
Finance
25.18%
Technology
21.09%
Industrials
18.7%
Healthcare
8.87%
Other
26.15%
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Diversification
BFOR
Total weight of top 15 holdings out of 15
6.7%
SMIZ
Total weight of top 15 holdings out of 15
16.01%
Top 15 holdings
Data as of July 31, 2026
BFOR
Dell Technologies, Inc.
0.59%
Advanced Micro Devices, Inc.
0.55%
Sezzle, Inc.
0.52%
Seagate Technology Holdings Plc
0.49%
Marvell Technology, Inc.
0.47%
Western Digital Corp.
0.44%
Fortinet, Inc.
0.43%
Micron Technology, Inc.
0.43%
Enova International, Inc.
0.42%
Iridium Communications, Inc.
0.42%
Sandisk Corp.
0.41%
Credo Technology Group Holding Ltd.
0.39%
NVE Corp.
0.38%
Illumina, Inc.
0.38%
Life Time Group Holdings, Inc.
0.38%
SMIZ
EMCOR Group, Inc.
1.61%
Comfort Systems USA, Inc.
1.48%
Vestis Corp.
1.27%
Kulicke & Soffa Industries, Inc.
1.11%
Credo Technology Group Holding Ltd.
1.10%
Affiliated Managers Group, Inc.
1.05%
Northern Trust Corp.
1.02%
Arista Networks, Inc.
1.01%
Howmet Aerospace, Inc.
0.96%
Amphenol Corp.
0.95%
Expedia Group, Inc.
0.93%
Carpenter Technology Corp.
0.91%
Arrow Electronics, Inc.
0.88%
MasTec, Inc.
0.87%
Sterling Infrastructure, Inc.
0.86%
Frequently asked questions about BFOR and SMIZ
How have the BFOR and SMIZ ETFs performed in 2026?
As of September 2, 2026, BFOR is up 16.1% year-to-date (YTD), while SMIZ has returned 11.83%. That puts BFOR better performer ahead so far this year.
Which ETF is attracting more investor money: BFOR or SMIZ?
Year-to-date, the BFOR ETF saw +$16M in flows, compared to +$82M for SMIZ.
Which ETF is more volatile: BFOR or SMIZ?
Over the past year, BFOR had a volatility of 14.31%, while SMIZ experienced 17.94%.
Which ETF is bigger: BFOR or SMIZ?
As of September 2, 2026, BFOR holds $234.72 M in assets under management (AUM), while SMIZ manages $271.14 M.
What sectors do the BFOR and SMIZ ETFs invest in?
BFOR leans toward sectors like Finance, Technology and Industrials. Meanwhile, SMIZ focuses on Finance, Technology and Industrials.
What are the top holdings of the BFOR ETF and SMIZ ETF?
BFOR top holdings include Dell Technologies, Inc., Advanced Micro Devices, Inc. and Sezzle, Inc.. SMIZ holds in its top three: EMCOR Group, Inc., Comfort Systems USA, Inc. and Vestis Corp..
Which ETF is more diversified: BFOR or SMIZ?
BFOR holds 396 securities with 6.7% of its assets in the top 15. SMIZ has 200 securities and a top 15 weight of 16.01%.
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