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FLXI vs FORH

Invesco Flexible Income ETF vs Formidable ETF

FLXI

Invesco Flexible Income ETF

Annual cost

0.39%

Fund size

$15M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

FLXI is a fixed income ETF, while FORH is an alternative ETF. FLXI charges 0.39% a year and FORH 1.19%.

  • FLXI is a fixed income fund, while FORH is an alternative fund. They carry different risk/return profiles.
  • FLXI follows a active selection strategy; FORH uses option income.
  • FLXI costs 0.80% less per year.
  • FORH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLXIFORH
Annual cost (TER)0.39%1.19%
Fund size (AUM)$15M$20M
Since20262021
Dividend yield1.73%
Asset classfixed incomealternative
Regionglobal
Strategyactive selectionoption income
CAGR 1YN/A+10.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.8%
Sharpe 3YN/A0.07
Volatility 1Y15.96%
Max drawdown-3.51%-20.73%

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

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