Screener
CEFS vs FORH
Saba Closed-End Funds ETF vs Formidable ETF
Key differences
- FORH costs 1.42% less per year.
- CEFS is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- CEFS follows a active selection strategy; FORH uses option income.
- Over the last 3 years, CEFS has delivered higher annualized returns.
Side-by-side comparison
| CEFS | FORH | |
|---|---|---|
| Annual cost (TER) | 2.61% | 1.19% |
| Fund size (AUM) | $402M | $20M |
| Since | 2017 | 2021 |
| Dividend yield | 6.24% | 1.73% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +24.3% | +13.1% |
| CAGR 3Y | +21.5% | +3.7% |
| CAGR 5Y | +13.7% | +1.7% |
| Sharpe 3Y | 1.39 | 0.08 |
| Volatility 1Y | 9.92% | 15.66% |
| Max drawdown | -38.99% | -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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