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DVYA vs FORH
iShares Asia/Pacific Dividend ETF vs Formidable ETF
Key differences
DVYA is an equity ETF, while FORH is an alternative ETF. DVYA charges 0.49% a year and FORH 1.19%.
- DVYA is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
- DVYA follows a index tracking strategy; FORH uses option income.
- DVYA costs 0.70% less per year.
- DVYA is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DVYA has delivered higher annualized returns.
- DVYA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DVYA | FORH | |
|---|---|---|
| Annual cost (TER) | 0.49% | 1.19% |
| Fund size (AUM) | $70M | $20M |
| Since | 2012 | 2021 |
| Dividend yield | 4.29% | 1.73% |
| Asset class | equity | alternative |
| Region | asia pacific | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +34.4% | +10.7% |
| CAGR 3Y | +21.6% | +4.4% |
| CAGR 5Y | +9.3% | +1.5% |
| Sharpe 3Y | 1.16 | 0.13 |
| Volatility 1Y | 13.32% | 16.00% |
| Max drawdown | -45.61% | -20.73% |
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