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CAML vs FORH

Congress Large Cap Growth ETF vs Formidable ETF

CAML

Congress Large Cap Growth ETF

Congress

Annual cost

0.65%

Fund size

$376M

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • CAML costs 0.54% less per year.
  • CAML is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • CAML is classified as equity, while FORH is alternative — different risk/return profiles.
  • CAML follows a active selection strategy; FORH uses option income.

Side-by-side comparison

CAMLFORH
Annual cost (TER)0.65%1.19%
Fund size (AUM)$376M$20M
Since20232021
Dividend yield0.00%1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+15.5%+13.4%
CAGR 3YN/A+3.9%
CAGR 5YN/A+2.0%
Sharpe 3YN/A0.10
Volatility 1Y14.66%15.64%
Max drawdown-21.06%-20.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CAML and FORH