Screener
BFOR vs FORH
Barron's 400 ETF vs Formidable ETF
Key differences
- BFOR costs 0.54% less per year.
- BFOR is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- BFOR is classified as equity, while FORH is alternative — different risk/return profiles.
- BFOR follows a index tracking strategy; FORH uses option income.
- Over the last 3 years, BFOR has delivered higher annualized returns.
- BFOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BFOR | FORH | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.19% |
| Fund size (AUM) | $211M | $20M |
| Since | 2013 | 2021 |
| Dividend yield | 0.55% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +22.3% | +13.1% |
| CAGR 3Y | +20.1% | +3.7% |
| CAGR 5Y | +10.0% | +1.7% |
| Sharpe 3Y | 0.94 | 0.08 |
| Volatility 1Y | 14.92% | 15.66% |
| Max drawdown | -41.27% | -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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