Screener
BELT vs FORH
iShares U.S. Select Equity Active ETF vs Formidable ETF
Key differences
- BELT costs 0.44% less per year.
- BELT is classified as equity, while FORH is alternative — different risk/return profiles.
- BELT follows a index enhanced strategy; FORH uses option income.
Side-by-side comparison
| BELT | FORH | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.19% |
| Fund size (AUM) | $9M | $20M |
| Since | 2024 | 2021 |
| Dividend yield | 0.00% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index enhanced | option income |
| CAGR 1Y | +28.9% | +13.1% |
| CAGR 3Y | N/A | +3.7% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | N/A | 0.08 |
| Volatility 1Y | 17.21% | 15.66% |
| Max drawdown | -23.05% | -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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