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FORH vs AFLG

Formidable ETF vs First Trust Active Factor Large Cap ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

AFLG

First Trust Active Factor Large Cap ETF

First Trust

Annual cost

0.55%

Fund size

$609M

Key differences

  • AFLG costs 0.64% less per year.
  • AFLG is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while AFLG is equity — different risk/return profiles.
  • FORH follows a option income strategy; AFLG uses active selection.
  • Over the last 3 years, AFLG has delivered higher annualized returns.

Side-by-side comparison

FORHAFLG
Annual cost (TER)1.19%0.55%
Fund size (AUM)$20M$609M
Since20212019
Dividend yield1.73%0.73%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.1%+26.2%
CAGR 3Y+3.7%+23.3%
CAGR 5Y+1.7%+13.0%
Sharpe 3Y0.081.30
Volatility 1Y15.66%11.60%
Max drawdown-20.73%-35.84%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FORH and AFLG