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EMPB vs FORH

Efficient Market Portfolio Plus ETF vs Formidable ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • FORH costs 1.02% less per year.
  • EMPB follows a active selection strategy; FORH uses option income.

Side-by-side comparison

EMPBFORH
Annual cost (TER)2.21%1.19%
Fund size (AUM)$18M$20M
Since20242021
Dividend yield0.82%1.73%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+21.5%+13.1%
CAGR 3YN/A+3.7%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.08
Volatility 1Y11.41%15.66%
Max drawdown-7.55%-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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