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DFAW vs FORH
Dimensional World Equity ETF vs Formidable ETF
Key differences
- DFAW costs 0.95% less per year.
- DFAW is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- DFAW is classified as equity, while FORH is alternative — different risk/return profiles.
- DFAW follows a index tracking strategy; FORH uses option income.
Side-by-side comparison
| DFAW | FORH | |
|---|---|---|
| Annual cost (TER) | 0.24% | 1.19% |
| Fund size (AUM) | $1.3B | $20M |
| Since | 2023 | 2021 |
| Dividend yield | 1.31% | 1.73% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +30.8% | +13.1% |
| CAGR 3Y | N/A | +3.7% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | N/A | 0.08 |
| Volatility 1Y | 12.13% | 15.66% |
| Max drawdown | -16.94% | -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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