Screener
FORH vs APMU
Formidable ETF vs ActivePassive Intermediate Municipal Bond ETF
Key differences
- APMU costs 0.84% less per year.
- APMU is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while APMU is fixed income — different risk/return profiles.
- FORH follows a option income strategy; APMU uses active selection.
- Over the last 3 years, FORH has delivered higher annualized returns.
Side-by-side comparison
| FORH | APMU | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.35% |
| Fund size (AUM) | $20M | $224M |
| Since | 2021 | 2023 |
| Dividend yield | 1.73% | 2.64% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +3.9% |
| CAGR 3Y | +3.7% | +2.5% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | -0.37 |
| Volatility 1Y | 15.66% | 2.35% |
| Max drawdown | -20.73% | -4.39% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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