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BCTK vs FORH

Baron Technology ETF vs Formidable ETF

BCTK

Baron Technology ETF

Annual cost

0.75%

Fund size

$188M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

BCTK is an equity ETF, while FORH is an alternative ETF. BCTK charges 0.75% a year and FORH 1.19%.

  • BCTK is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
  • BCTK follows a index tracking strategy; FORH uses option income.
  • BCTK costs 0.44% less per year.
  • BCTK is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCTKFORH
Annual cost (TER)0.75%1.19%
Fund size (AUM)$188M$20M
Since20212021
Dividend yield0.00%1.73%
Asset classequityalternative
Region
Strategyindex trackingoption income
CAGR 1YN/A+10.7%
CAGR 3YN/A+4.4%
CAGR 5YN/A+1.5%
Sharpe 3YN/A0.13
Volatility 1Y16.00%
Max drawdown-13.96%-20.73%

Similar to BCTK and FORH