Screener
FCEF vs FORH
First Trust Income Opportunity ETF vs Formidable ETF
Key differences
FCEF is a mixed asset ETF, while FORH is an alternative ETF. FCEF charges 3.69% a year and FORH 1.19%.
- FCEF is a mixed asset fund, while FORH is an alternative fund. They carry different risk/return profiles.
- FCEF follows a active selection strategy; FORH uses option income.
- FORH costs 2.50% less per year.
- FCEF is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FCEF has delivered higher annualized returns.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCEF | FORH | |
|---|---|---|
| Annual cost (TER) | 3.69% | 1.19% |
| Fund size (AUM) | $79M | $20M |
| Since | 2016 | 2021 |
| Dividend yield | 6.19% | 1.73% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +15.3% | +9.5% |
| CAGR 3Y | +15.6% | +3.3% |
| CAGR 5Y | +5.8% | +0.9% |
| Sharpe 3Y | 1.15 | 0.06 |
| Volatility 1Y | 7.87% | 16.05% |
| Max drawdown | -44.81% | -20.73% |
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