Barrons 400 Competition

BFOR ETF

USD 89.23 -0.38 -0.42%

Barrons 400 ETF is commonly compared alongside ALPS OShares, IShares MSCI, 6 Meridian, SPDR SAMPP, and IShares MSCI and other market participants for analytical purposes. Earnings revision trends for Barrons 400 and its competitors signal where analyst sentiment is shifting.

Correlation: Barrons 400 vs TBG Dividend Summary

Very poor diversification

Across the chosen horizon, Barrons 400 and TBG Dividend show a correlation of 0.8 and fall into the Very poor diversification bucket. Lower overlap tends to improve diversification, while higher overlap means both positions carry similar risk.

Related Assets

0.98	VO	Vanguard Mid Cap Index	Pair Corr
0.96	VXF	Vanguard Extended Market	Pair Corr
0.99	IJH	iShares Core SAMPP	Pair Corr
0.99	IWR	iShares Russell Mid Cap	Pair Corr
0.99	MDY	SPDR SAMPP MIDCAP	Pair Corr

Specify up to 10 symbols:

Mean reversion analysis in Barrons 400's involves identifying price extremes that diverge materially from the historical norm. High prices relative to historical norms contrast with unusually low prices, where recovery expectations may emerge. Mean reversion in Barrons 400 is distinct from trend following, which rides momentum rather than betting on reversals. Momentum identifies the trend while mean reversion identifies when it has extended beyond sustainable levels.

Sentiment

Range

Low	Sentiment	High
88.15	89.20	90.25

Details

Intrinsic

Valuation

Low	Intrinsic	High
87.31	88.36	89.41

Details

Naive

Forecast

Low	Next	High
88.66	89.71	90.76

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
86.74	88.63	90.52

Details

Barrons 400's financial and valuation profile is evaluated here relative to direct competitors. Barrons 400's multiples and operating metrics gain context when measured against direct competitors. Growth rates, profitability, and capital efficiency relative to peers frame Barrons 400's competitive position. This relative positioning provides the competitive context that single-company analysis alone cannot deliver.

Barrons 400 Competition Correlation Matrix

Correlation analysis between Barrons 400 ETF and its competitors provides context for understanding whether diversification is real or only superficial inside the same peer group. When interpreted alongside fundamentals, correlation analysis separates broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

	OGIG	TUR	SIXL	XPH	EDEN	XES	CZA	HEEM	DEUS	TBG
OGIG		0.48	0.39	0.63	0.47	0.02	0.56	0.58	0.57	0.55	OGIG
TUR	0.48		0.45	0.88	0.76	0.36	0.8	0.89	0.83	0.64	TUR
SIXL	0.39	0.45		0.64	0.51	-0.09	0.83	0.47	0.79	0.8	SIXL
XPH	0.63	0.88	0.64		0.77	0.28	0.92	0.9	0.94	0.81	XPH
EDEN	0.47	0.76	0.51	0.77		-0.15	0.81	0.56	0.76	0.82	EDEN
XES	0.02	0.36	-0.09	0.28	-0.15		0.06	0.57	0.24	-0.15	XES
CZA	0.56	0.8	0.83	0.92	0.81	0.06		0.76	0.98	0.92	CZA
HEEM	0.58	0.89	0.47	0.9	0.56	0.57	0.76		0.85	0.61	HEEM
DEUS	0.57	0.83	0.79	0.94	0.76	0.24	0.98	0.85		0.88	DEUS
TBG	0.55	0.64	0.8	0.81	0.82	-0.15	0.92	0.61	0.88		TBG
	OGIG	TUR	SIXL	XPH	EDEN	XES	CZA	HEEM	DEUS	TBG

Please upgrade your account to get full access to Macroaxis premium features

High positive correlations

DEUS	+ 0.98	CZA
DEUS	+ 0.94	XPH
CZA	+ 0.92	XPH
TBG	+ 0.92	CZA
HEEM	+ 0.9	XPH
HEEM	+ 0.89	TUR

High negative correlations

TBG	- 0.15	XES
XES	- 0.15	EDEN
XES	- 0.09	SIXL

Barrons 400 Constituents Risk-Adjusted Indicators

Evaluating Barrons 400 ETF requires separating price momentum from underlying operating strength versus competitors. Peer-relative risk metrics add context on drawdown behavior, consistency, and return quality. These indicators are quantitative in nature and measure volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
OGIG	1.34	0.03	0.01	0.03	2.02	-1.17	2.22	-3.23	7.87
TUR	1.18	0.08	0.05	0.08	1.65	-1.06	2.66	-2.31	6.39
SIXL	0.47	0.00	0.00	0.00	0.65	-0.45	0.93	-1.19	2.69
XPH	1.20	0.06	0.04	0.05	1.45	-1.23	2.46	-2.30	7.25
EDEN	1.14	-0.05	0.00	-0.05	0.00	0.00	2.19	-2.86	8.23
XES	1.39	0.30	0.17	0.76	1.42	-1.42	2.87	-2.69	8.45
CZA	0.72	0.01	0.01	0.01	0.93	-0.69	1.46	-1.56	4.13
HEEM	1.15	0.23	0.15	0.18	1.25	-1.24	2.26	-2.59	7.24
DEUS	0.65	0.04	0.05	0.05	0.74	-0.64	1.46	-1.31	3.45
TBG	0.44	0.00	0.00	0.00	0.60	-0.42	0.87	-0.89	3.01

Barrons 400 Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	BFOR	OGIG	TUR	SIXL	XPH	EDEN	XES
	0.42 89.23 Barrons 400	1.08 44.70 ALPS OShares	0.41 43.74 IShares MSCI	0.71 38.00 SIXL	0.85 58.38 SPDR SAMPP	0.44 112.64 IShares MSCI	2.65 126.42 SPDR SAMPP
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Mild	Weak	Contained	Weak	Soft	Weak	Balanced
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Elevated	Low	Low
Current Valuation (Equity Enterprise Value)	Aligned With Model	Aligned With Model	Aligned With Model	Aligned With Model	Aligned With Model	Above Model Estimate	Below Model Estimate
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Hold	Strong Hold	Hold	Strong Hold	Strong Hold	Strong Buy
Equity Positions Weight	99.88 %	99.94 %	99.71 %	99.04 %	99.90 %	99.13 %	99.94 %
Three Year Return	20.50 %	17.70 %	15.70 %	8.30 %	12.90 %	2.60 %	21.90 %
Net Asset	129.84 M	176.66 M	259.25 M	133.3 M	206.63 M	159.97 M	202.05 M
Price To Sales TTM	1.73 X	N/A	0.89 X	N/A	2.83 X	1.92 X	0.99 X
Price To Book TTM	3.10 X	N/A	1.07 X	N/A	1.51 X	2.82 X	0.81 X
Five Year Return	9.60 %	-2.60 %	16.00 %	4.00 %	5.20 %	2.70 %	16.70 %
Trailing Beta	1.03	1.22	0.42	0.48	0.85	0.67	0.96
One Year Return	25.60 %	-4.90 %	43.20 %	7.10 %	47.70 %	7.30 %	107.30 %
Last Dividend Paid	0.3	N/A	0.15	0.0388	0.067	0.1	0.0267
Ten Year Return	12.60 %	N/A	3.70 %	N/A	5.20 %	8.90 %	-2.60 %
Price To Earnings TTM	18.15 X	N/A	7.72 X	N/A	6.56 X	17.24 X	49.84 X
Day Typical Price	89.46	44.73	43.8	37.98	58.75	111.96	124.86
Accumulation Distribution	31.78	52.59	1821.3	8.22	679.96	0.018	0.0369
Market Facilitation Index	2.0E-4	0.0	0.0	0.0	1.0E-4	2.03	4.67
Daily Balance Of Power	-0.54	-1.53	0.6207	-3.86	-0.35	0.2414	0.6981
Period Momentum Indicator	-0.38	-0.49	0.18	-0.27	-0.50	0.49	3.26
Rate Of Daily Change	1.0	0.99	1.0	0.99	0.99	1.0	1.03
Day Median Price	89.58	44.75	43.83	37.97	58.94	111.63	124.09
Price Action Indicator	-0.54	-0.29	-0.01	-0.10	-0.81	1.26	3.97
Relative Strength Index	55.06	55.49	58.16	43.49	53.65	53.87	59.68
Coefficient Of Variation	1580.16	4940.5	1740.36	5673.31	2301.26	-3,319	580.47
Mean Deviation	0.8487	1.34	1.18	0.4656	1.2	1.14	1.39
Jensen Alpha	0.0617	0.0273	0.0824	0.0012	0.0605	-0.05	0.2968
Total Risk Alpha	0.0619	0.0291	0.0838	0.0018	0.0612	-0.05	0.2999
Sortino Ratio	0.0558	0.0129	0.0481	0.0039	0.0386	N/A	0.1665
Downside Variance	1.22	4.46	2.94	0.4601	2.41	N/A	3.21
Standard Deviation	1.1	1.74	1.57	0.5945	1.56	1.56	1.78
Kurtosis	0.0083	0.0725	0.7648	0.2347	1.07	0.7812	-0.12
Potential Upside	2.07	2.22	2.66	0.9346	2.46	2.19	2.87
Treynor Ratio	0.0564	0.0261	0.0833	0.0015	0.0463	-0.05	0.7564
Maximum Drawdown	4.66	7.87	6.39	2.69	7.25	8.23	8.45
Variance	1.21	3.03	2.47	0.3535	2.43	2.44	3.15
Market Risk Adjusted Performance	0.0664	0.0361	0.0933	0.0115	0.0563	-0.04	0.7664
Risk Adjusted Performance	0.0622	0.024	0.0593	0.0108	0.0457	-0.03	0.1707
Skewness	0.3342	-0.33	0.2752	-0.52	0.3259	-0.04	0.1009
Semi Deviation	0.9951	2.02	1.65	0.647	1.45	N/A	1.42
Information Ratio	0.0561	0.0157	0.0525	0.0044	0.0384	-0.04	0.1679
Value At Risk	-1.56	-3.23	-2.31	-1.19	-2.30	-2.86	-2.69
Expected Short fall	-0.85	-1.17	-1.06	-0.45	-1.23	N/A	-1.42
Downside Deviation	1.1	2.11	1.71	0.6783	1.55	N/A	1.79
Semi Variance	0.9903	4.08	2.72	0.4186	2.11	N/A	2.02

Barrons 400 Competition Peer Performance Charts

How to Analyze Barrons 400 Against Peers

Barrons 400's peer analysis compares Barrons 400 with related companies to put valuation, quality, and risk metrics in context. This establishes whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Barrons 400 trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Barrons 400 leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Barrons 400 trades at a lower forward P/E than peers despite similar earnings growth, which may reflect differences in perceived risk or growth durability. Competition analysis can clarify whether Barrons 400 is priced richly or cheaply relative to similar exposures.

Barrons 400 ETF metrics are compiled from fund disclosures and market reference feeds and normalized before display.

Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors