Screener
BINC vs FORH
iShares Flexible Income Active ETF vs Formidable ETF
Key differences
BINC is a fixed income ETF, while FORH is an alternative ETF. BINC charges 0.40% a year and FORH 1.19%.
- BINC is a fixed income fund, while FORH is an alternative fund. They carry different risk/return profiles.
- BINC follows a active selection strategy; FORH uses option income.
- BINC costs 0.79% less per year.
- BINC is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BINC has delivered higher annualized returns.
Side-by-side comparison
| BINC | FORH | |
|---|---|---|
| Annual cost (TER) | 0.40% | 1.19% |
| Fund size (AUM) | $16.8B | $20M |
| Since | 2023 | 2021 |
| Dividend yield | 5.54% | 1.73% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +5.5% | +10.3% |
| CAGR 3Y | +6.9% | +3.6% |
| CAGR 5Y | N/A | +0.8% |
| Sharpe 3Y | 1.06 | 0.07 |
| Volatility 1Y | 2.28% | 15.96% |
| Max drawdown | -2.69% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.