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EDGH vs FORH

3EDGE Dynamic Hard Assets ETF vs Formidable ETF

EDGH

3EDGE Dynamic Hard Assets ETF

Annual cost

1.01%

Fund size

$158M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both EDGH and FORH are alternative ETFs. EDGH charges 1.01% a year and FORH 1.19%. The main difference: EDGH follows a multi strategy strategy; FORH uses option income.

  • EDGH follows a multi strategy strategy; FORH uses option income.
  • EDGH costs 0.18% less per year.
  • EDGH is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EDGHFORH
Annual cost (TER)1.01%1.19%
Fund size (AUM)$158M$20M
Since20242021
Dividend yield1.04%1.73%
Asset classalternativealternative
Region
Strategymulti strategyoption income
CAGR 1Y+24.9%+9.5%
CAGR 3YN/A+3.3%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.06
Volatility 1Y17.97%16.05%
Max drawdown-10.60%-20.73%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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