Screener
APUE vs FORH
ActivePassive U.S. Equity ETF vs Formidable ETF
Key differences
- APUE costs 0.88% less per year.
- APUE is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- APUE is classified as equity, while FORH is alternative — different risk/return profiles.
- APUE follows a active selection strategy; FORH uses option income.
- Over the last 3 years, APUE has delivered higher annualized returns.
Side-by-side comparison
| APUE | FORH | |
|---|---|---|
| Annual cost (TER) | 0.31% | 1.19% |
| Fund size (AUM) | $2.4B | $20M |
| Since | 2023 | 2021 |
| Dividend yield | 0.79% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +30.2% | +13.1% |
| CAGR 3Y | +22.9% | +3.7% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | 1.24 | 0.08 |
| Volatility 1Y | 12.36% | 15.66% |
| Max drawdown | -18.83% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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