SUREvsBFORETF Comparison
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AdvisorShares Insiders Advantage ETF (SURE) belongs to the US Large Cap Value segment. BARRON’S 400 ETF (BFOR) is part of the US Multi-Factor segment. SURE's top 3 sector exposures are Technology, Finance and Industrials. In contrast, BFOR's top sector exposures are Finance, Technology and Industrials. SURE is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.65% for BFOR. SURE is up 15.65% year-to-date (YTD) with - in YTD flows. BFOR performs worse with 13.67% YTD performance, and +$16M in YTD flows. Run a side-by-side ETF comparison of SURE and BFOR 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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SURE vs BFOR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SURE BFOR | +2.21%+0.19% | +7.65%+5.32% | +15.65%+13.67% | +25.06%+19.77% | +53.47%+60.79% | +63.96%+65.90% |
| Flows | SURE BFOR | -+$5M | -+$5M | -+$16M | -$2M+$18M | -$7M+$16M | -$13M+$13M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SURE BFOR | +12.91%+12.85% | +13.17%+14.62% | +15.10%+17.06% | +17.40%+19.42% |
| Max drawdown | SURE BFOR | -2.63%-3.53% | -7.15%-8.35% | -21.41%-21.70% | -24.06%-26.04% |
| Max drawdown duration | SURE BFOR | 15d16d | 46d49d | 365d219d | 557d815d |
Trading data
SURE | BFOR | |
Last sale 7/24/2026 at 1:30 PM | $147.18 | $23.40 |
| Previous close 07/23/2026 | $146.34 | $23.31 |
| Consolidated volume 07/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 2026
1-year trailing difference
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SURE
is actively managed and doesn’t replicate an indexSURE | BFOR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 7/24/2026 at 1:30 PM
Live
Closed
SURE | BFOR | |
|---|---|---|
| Last price | $147.18 | $23.40 |
| 1D performance | +0.57% | +0.39% |
| AuM | $55.95 M | $229.81 M |
| E/R | 1% | 0.65% |
Characteristics
SURE | BFOR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | AdvisorShares | ALPS |
| Benchmark | - | Barron's 400 Index |
| N° of holdings | 100 | 397 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 4, 2011 | June 3, 2013 |
| ESG | No | No |
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Exposure
Countries
SURE
USA
95.14%
Other
4.86%
BFOR
USA
95.64%
Other
4.36%
Sectors
SURE
Technology
28.64%
Finance
14.48%
Industrials
12.24%
Consumer Services
9.78%
Energy
8.44%
Consumer Cyclical.
7.2%
Other
19.22%
BFOR
Finance
22.92%
Technology
18.72%
Industrials
14.2%
Healthcare
12.07%
Other
32.09%
Diversification
SURE
Total weight of top 15 holdings out of 15
22.95%
BFOR
Total weight of top 15 holdings out of 15
8.27%
Top 15 holdings
Data as of June 30, 2026
SURE
Sezzle, Inc.
1.96%
Marvell Technology, Inc.
1.95%
Applied Materials, Inc.
1.93%
DaVita, Inc.
1.66%
Lam Research Corp.
1.65%
Fortinet, Inc.
1.65%
Iridium Communications, Inc.
1.58%
Kforce, Inc.
1.42%
KLA Corp.
1.41%
Caterpillar, Inc.
1.36%
EverQuote, Inc.
1.35%
Payoneer Global, Inc.
1.27%
Albany International Corp.
1.26%
Enova International, Inc.
1.25%
Crocs, Inc.
1.25%
BFOR
Sandisk Corp.
0.75%
Marvell Technology, Inc.
0.74%
Advanced Micro Devices, Inc.
0.66%
Dell Technologies, Inc.
0.62%
Micron Technology, Inc.
0.59%
Sezzle, Inc.
0.57%
Seagate Technology Holdings Plc
0.55%
Western Digital Corp.
0.51%
Credo Technology Group Holding Ltd.
0.50%
Iridium Communications, Inc.
0.48%
Applied Materials, Inc.
0.47%
KLA Corp.
0.46%
Sterling Infrastructure, Inc.
0.46%
TTM Technologies, Inc.
0.45%
Lam Research Corp.
0.45%
Frequently asked questions about SURE and BFOR
How have the SURE and BFOR ETFs performed in 2026?
As of July 24, 2026, SURE is up 15.65% year-to-date (YTD), while BFOR has returned 13.67%. That puts SURE better performer ahead so far this year.
Which ETF is attracting more investor money: SURE or BFOR?
Year-to-date, the SURE ETF saw - in flows, compared to +$16M for BFOR.
Which ETF is more volatile: SURE or BFOR?
Over the past year, SURE had a volatility of 13.17%, while BFOR experienced 14.62%.
Which ETF is bigger: SURE or BFOR?
As of July 24, 2026, SURE holds $55.95 M in assets under management (AUM), while BFOR manages $229.81 M.
What sectors do the SURE and BFOR ETFs invest in?
SURE leans toward sectors like Technology, Finance and Industrials. Meanwhile, BFOR focuses on Finance, Technology and Industrials.
What are the top holdings of the SURE ETF and BFOR ETF?
SURE top holdings include Sezzle, Inc., Marvell Technology, Inc. and Applied Materials, Inc.. BFOR holds in its top three: Sandisk Corp., Marvell Technology, Inc. and Advanced Micro Devices, Inc..
Which ETF is more diversified: SURE or BFOR?
SURE holds 100 securities with 22.95% of its assets in the top 15. BFOR has 397 securities and a top 15 weight of 8.27%.
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