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CGGE vs FORH

Capital Group Global Equity ETF vs Formidable ETF

CGGE

Capital Group Global Equity ETF

Annual cost

0.47%

Fund size

$2.5B

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

  • CGGE costs 0.72% less per year.
  • CGGE is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • CGGE is classified as equity, while FORH is alternative — different risk/return profiles.
  • CGGE follows a index tracking strategy; FORH uses option income.

Side-by-side comparison

CGGEFORH
Annual cost (TER)0.47%1.19%
Fund size (AUM)$2.5B$20M
Since20242021
Dividend yield0.39%1.73%
Asset classequityalternative
Regionglobal
Strategyindex trackingoption income
CAGR 1Y+24.8%+13.4%
CAGR 3YN/A+3.9%
CAGR 5YN/A+2.0%
Sharpe 3YN/A0.10
Volatility 1Y13.90%15.64%
Max drawdown-14.44%-20.73%

Similar to CGGE and FORH