Screener
BSR vs FORH
Pacific Select Fund vs Formidable ETF
Key differences
- BSR costs 0.10% less per year.
- BSR is classified as mixed asset, while FORH is alternative — different risk/return profiles.
- BSR follows a active selection strategy; FORH uses option income.
- Over the last 3 years, BSR has delivered higher annualized returns.
Side-by-side comparison
| BSR | FORH | |
|---|---|---|
| Annual cost (TER) | 1.09% | 1.19% |
| Fund size (AUM) | $39M | $20M |
| Since | 2023 | 2021 |
| Dividend yield | 1.02% | 1.73% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +12.5% | +13.1% |
| CAGR 3Y | +8.0% | +3.7% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | 0.33 | 0.08 |
| Volatility 1Y | 8.71% | 15.66% |
| Max drawdown | -15.68% | -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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