Screener
FORH vs ADPV
Formidable ETF vs Adaptiv Select ETF
Key differences
- ADPV costs 0.19% less per year.
- ADPV is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while ADPV is equity — different risk/return profiles.
- FORH follows a option income strategy; ADPV uses active selection.
- Over the last 3 years, ADPV has delivered higher annualized returns.
Side-by-side comparison
| FORH | ADPV | |
|---|---|---|
| Annual cost (TER) | 1.19% | 1.00% |
| Fund size (AUM) | $20M | $171M |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 0.68% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +36.2% |
| CAGR 3Y | +3.7% | +26.7% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 1.03 |
| Volatility 1Y | 15.66% | 24.05% |
| Max drawdown | -20.73% | -22.30% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FORH and ADPV
Explore further