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FORH vs ABFL

Formidable ETF vs Abacus FCF Leaders ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

ABFL

Abacus FCF Leaders ETF

Annual cost

0.49%

Fund size

$520M

Key differences

FORH is an alternative ETF, while ABFL is an equity ETF. FORH charges 1.19% a year and ABFL 0.49%.

  • FORH is an alternative fund, while ABFL is an equity fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; ABFL uses active selection.
  • ABFL costs 0.70% less per year.
  • ABFL is much larger than FORH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, ABFL has delivered higher annualized returns.
  • ABFL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FORHABFL
Annual cost (TER)1.19%0.49%
Fund size (AUM)$20M$520M
Since20212016
Dividend yield1.73%0.54%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+11.4%+16.2%
CAGR 3Y+4.1%+18.5%
CAGR 5Y+1.3%+12.2%
Sharpe 3Y0.100.92
Volatility 1Y15.98%15.63%
Max drawdown-20.73%-34.95%

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

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