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FMCX vs FORH
FM Focus Equity ETF vs Formidable ETF
Key differences
- FMCX costs 0.48% less per year.
- FMCX is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FMCX is classified as equity, while FORH is alternative — different risk/return profiles.
- FMCX follows a active selection strategy; FORH uses option income.
- Over the last 3 years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| FMCX | FORH | |
|---|---|---|
| Annual cost (TER) | 0.71% | 1.19% |
| Fund size (AUM) | $115M | $20M |
| Since | 2022 | 2021 |
| Dividend yield | 0.34% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +18.7% | +13.1% |
| CAGR 3Y | +17.2% | +3.7% |
| CAGR 5Y | N/A | +1.7% |
| Sharpe 3Y | 0.95 | 0.08 |
| Volatility 1Y | 12.96% | 15.66% |
| Max drawdown | -17.70% | -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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