Screener
EDGF vs FORH
3EDGE Dynamic Fixed Income ETF vs Formidable ETF
Key differences
EDGF is a fixed income ETF, while FORH is an alternative ETF. EDGF charges 0.79% a year and FORH 1.19%.
- EDGF is a fixed income fund, while FORH is an alternative fund. They carry different risk/return profiles.
- EDGF follows a active selection strategy; FORH uses option income.
- EDGF costs 0.40% less per year.
- EDGF is much larger than FORH. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| EDGF | FORH | |
|---|---|---|
| Annual cost (TER) | 0.79% | 1.19% |
| Fund size (AUM) | $468M | $20M |
| Since | 2024 | 2021 |
| Dividend yield | 3.45% | 1.73% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +3.5% | +9.5% |
| CAGR 3Y | N/A | +3.3% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | N/A | 0.06 |
| Volatility 1Y | 1.91% | 16.05% |
| Max drawdown | -1.62% | -20.73% |
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