Screener
FORH vs ACES
Formidable ETF vs ALPS Clean Energy ETF
Key differences
FORH is an alternative ETF, while ACES is an equity ETF. FORH charges 1.19% a year and ACES 0.55%.
- FORH is an alternative fund, while ACES is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; ACES uses index tracking.
- ACES costs 0.64% less per year.
- ACES is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FORH has delivered higher annualized returns.
Side-by-side comparison
| FORH | ACES | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.55% |
| Fund size (AUM) | $20M | $145M |
| Since | 2021 | 2018 |
| Dividend yield | 1.73% | 0.54% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +11.4% | +57.2% |
| CAGR 3Y | +4.1% | -3.7% |
| CAGR 5Y | +1.3% | -10.5% |
| Sharpe 3Y | 0.10 | -0.04 |
| Volatility 1Y | 15.98% | 33.43% |
| Max drawdown | -20.73% | -79.05% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.