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BUCK vs FORH

Simplify Treasury Option Income ETF vs Formidable ETF

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both BUCK and FORH are alternative ETFs. BUCK charges 0.35% a year and FORH 1.19%. The main difference: BUCK costs 0.84% less per year.

  • BUCK costs 0.84% less per year.
  • BUCK is much larger than FORH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BUCK has delivered higher annualized returns.

Side-by-side comparison

BUCKFORH
Annual cost (TER)0.35%1.19%
Fund size (AUM)$438M$20M
Since20222021
Dividend yield7.43%1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+7.9%+10.3%
CAGR 3Y+5.3%+3.6%
CAGR 5YN/A+0.8%
Sharpe 3Y0.430.07
Volatility 1Y3.08%15.96%
Max drawdown-5.43%-20.73%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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