Screener
FORH vs APUE
Formidable ETF vs ActivePassive U.S. Equity ETF
Key differences
- APUE costs 0.88% less per year.
- APUE is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while APUE is equity — different risk/return profiles.
- FORH follows a option income strategy; APUE uses active selection.
- Over the last 3 years, APUE has delivered higher annualized returns.
Side-by-side comparison
| FORH | APUE | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.31% |
| Fund size (AUM) | $20M | $2.4B |
| Since | 2021 | 2023 |
| Dividend yield | 1.73% | 0.79% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +30.2% |
| CAGR 3Y | +3.7% | +22.9% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 1.24 |
| Volatility 1Y | 15.66% | 12.36% |
| Max drawdown | -20.73% | -18.83% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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