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BLCV vs FORH

iShares Large Cap Value Active ETF vs Formidable ETF

BLCV

iShares Large Cap Value Active ETF

Annual cost

0.46%

Fund size

$317M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

  • BLCV costs 0.73% less per year.
  • BLCV is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • BLCV is classified as equity, while FORH is alternative — different risk/return profiles.
  • BLCV follows a active selection strategy; FORH uses option income.

Side-by-side comparison

BLCVFORH
Annual cost (TER)0.46%1.19%
Fund size (AUM)$317M$20M
Since20232021
Dividend yield1.29%1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+23.9%+13.4%
CAGR 3YN/A+3.9%
CAGR 5YN/A+2.0%
Sharpe 3YN/A0.10
Volatility 1Y11.63%15.64%
Max drawdown-13.44%-20.73%

Similar to BLCV and FORH