Screener
BGRO vs FORH
iShares Large Cap Growth Active ETF vs Formidable ETF
Key differences
- BGRO costs 0.64% less per year.
- BGRO follows a active selection strategy; FORH uses option income.
Side-by-side comparison
| BGRO | FORH | |
|---|---|---|
| Annual cost (TER) | 0.55% | 1.19% |
| Fund size (AUM) | $9M | $20M |
| Since | 2024 | 2021 |
| Dividend yield | 0.04% | 1.73% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +27.2% | +13.4% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | N/A | 0.10 |
| Volatility 1Y | 18.05% | 15.64% |
| Max drawdown | -24.94% | -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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