Screener
FLXR vs FORH
TCW Flexible Income ETF vs Formidable ETF
Key differences
FLXR is a fixed income ETF, while FORH is an alternative ETF. FLXR charges 0.40% a year and FORH 1.19%.
- FLXR is a fixed income fund, while FORH is an alternative fund. They carry different risk/return profiles.
- FLXR follows a active selection strategy; FORH uses option income.
- FLXR costs 0.79% less per year.
- FLXR is much larger than FORH. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FLXR | FORH | |
|---|---|---|
| Annual cost (TER) | 0.40% | 1.19% |
| Fund size (AUM) | $3.2B | $20M |
| Since | 2018 | 2021 |
| Dividend yield | 5.71% | 1.73% |
| Asset class | fixed income | alternative |
| Region | global | — |
| Strategy | active selection | option income |
| CAGR 1Y | +5.5% | +10.7% |
| CAGR 3Y | N/A | +4.4% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | N/A | 0.13 |
| Volatility 1Y | 2.28% | 16.00% |
| Max drawdown | -1.94% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.