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BFORvsSMMDETF Comparison

ETF 1

BFOR

BARRON’S 400 ETF

This fund is part of

US Multi-Factor

-0.91%

Full BFOR fund page

VS

ETF 2

SMMD

iShares Russell 2500 ETF

This fund is part of

US Multi-Factor

-0.91%

Full SMMD fund page

BARRON’S 400 ETF (BFOR) and iShares Russell 2500 ETF (SMMD) belong to the same industry segment: US Multi-Factor. BFOR's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, SMMD's top sector exposures are Finance, Healthcare and Industrials. BFOR is more expensive with a Total Expense Ratio (TER) of 0.65%, versus 0.23% for SMMD. BFOR is up 12.94% year-to-date (YTD) with +$19M in YTD flows. SMMD performs better with 13.77% YTD performance, and +$1.53B in YTD flows. Run a side-by-side ETF comparison of BFOR and SMMD 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 SMMD performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/16/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	BFOR SMMD	+0.04%-2.77%	-1.40%-5.79%	+12.94%+13.77%	+17.46%+16.27%	+68.93%+63.36%	+59.40%+36.85%
Flows	BFOR SMMD	-$629K+$315M	+$8M+$660M	+$19M+$1.53B	+$21M+$1.92B	+$23M+$2.61B	+$13M+$3.10B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	BFOR SMMD	+10.85%+12.90%	+13.86%+17.12%	+16.92%+19.28%	+19.36%+20.91%
Max drawdown	BFOR SMMD	-6.98%-9.29%	-8.35%-9.48%	-21.70%-25.55%	-26.04%-28.20%
Max drawdown duration	BFOR SMMD	61d61d	49d43d	219d283d	815d980d

Trading data

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	BFOR	SMMD
Last sale 10/16/2026 at 1:30 PM	$23.24	$84.65
Previous close 10/15/2026	$23.43	$85.61
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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	BFOR	SMMD
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 10/16/2026 at 1:30 PM

Live

Closed

	BFOR	SMMD
Last price	$23.24	$84.65
1D performance	-0.81%	-1.12%
AuM	$231.24 M	$4.00 B
E/R	0.65%	0.23%

Characteristics

	BFOR	SMMD
Management strategy	Passive	Passive
Provider	ALPS	iShares
Benchmark	Barron's 400 Index	Russell 2500 Index
N° of holdings	396	2441
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	June 3, 2013	July 6, 2017
ESG	No	No

More BFOR data on Trackinsight

More SMMD data on Trackinsight

Exposure

Countries

BFOR

USA

95.16%

Other

4.84%

SMMD

USA

95.07%

Other

4.93%

Sectors

BFOR

Finance

23.87%

Technology

17.7%

Healthcare

12.41%

Industrials

12.28%

Other

33.75%

SMMD

Finance

24.58%

Healthcare

15.12%

Industrials

13.67%

Technology

13.37%

Non-Energy Materi.

8.27%

Other

25%

Diversification

BFOR

Total weight of top 15 holdings out of 15

6.95%

SMMD

Total weight of top 15 holdings out of 15

4.49%

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%

SMMD

ATI, Inc.

0.37%

nVent Electric Plc

0.33%

F5, Inc.

0.31%

US Foods Holding Corp.

0.31%

Carpenter Technology Corp.

0.31%

Tenet Healthcare Corp.

0.31%

SoFi Technologies, Inc.

0.31%

Royal Gold, Inc.

0.30%

Coeur Mining, Inc.

0.29%

Affirm Holdings, Inc.

0.28%

Roku, Inc.

0.28%

Packaging Corporation of America

0.28%

Guardant Health, Inc.

0.28%

Woodward, Inc.

0.27%

Snap-On, Inc.

0.27%

Frequently asked questions about BFOR and SMMD

How have the BFOR and SMMD ETFs performed in 2026?

As of October 16, 2026, BFOR is up 12.94% year-to-date (YTD), while SMMD has returned 13.77%. That puts SMMD better performer ahead so far this year.

Which ETF is attracting more investor money: BFOR or SMMD?

Year-to-date, the BFOR ETF saw +$19M in flows, compared to +$1.53B for SMMD.

Which ETF is more volatile: BFOR or SMMD?

Over the past year, BFOR had a volatility of 13.86%, while SMMD experienced 17.12%.

Which ETF is bigger: BFOR or SMMD?

As of October 16, 2026, BFOR holds $231.24 M in assets under management (AUM), while SMMD manages $4.00 B.

What sectors do the BFOR and SMMD ETFs invest in?

BFOR leans toward sectors like Finance, Technology and Healthcare. Meanwhile, SMMD focuses on Finance, Healthcare and Industrials.

What are the top holdings of the BFOR ETF and SMMD ETF?

BFOR top holdings include Dell Technologies, Inc., Advanced Micro Devices, Inc. and Marvell Technology, Inc.. SMMD holds in its top three: ATI, Inc., nVent Electric Plc and F5, Inc..

BFORvsSMMDETF Comparison

BARRON’S 400 ETF

iShares Russell 2500 ETF

BFOR vs SMMD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the BFOR and SMMD ETFs performed in 2026?

As of October 16, 2026, BFOR is up 12.94% year-to-date (YTD), while SMMD has returned 13.77%. That puts SMMD better performer ahead so far this year.

Which ETF is attracting more investor money: BFOR or SMMD?

Year-to-date, the BFOR ETF saw +$19M in flows, compared to +$1.53B for SMMD.

Which ETF is more volatile: BFOR or SMMD?

Over the past year, BFOR had a volatility of 13.86%, while SMMD experienced 17.12%.

Which ETF is bigger: BFOR or SMMD?

As of October 16, 2026, BFOR holds $231.24 M in assets under management (AUM), while SMMD manages $4.00 B.

What sectors do the BFOR and SMMD ETFs invest in?

BFOR leans toward sectors like Finance, Technology and Healthcare. Meanwhile, SMMD focuses on Finance, Healthcare and Industrials.

What are the top holdings of the BFOR ETF and SMMD ETF?

BFOR top holdings include Dell Technologies, Inc., Advanced Micro Devices, Inc. and Marvell Technology, Inc.. SMMD holds in its top three: ATI, Inc., nVent Electric Plc and F5, Inc..

Which ETF is more diversified: BFOR or SMMD?

BFOR holds 396 securities with 6.95% of its assets in the top 15. SMMD has 2460 securities and a top 15 weight of 4.49%.

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