Screener
FORH vs BCHP
Formidable ETF vs Principal Focused Blue Chip ETF
Key differences
- BCHP costs 0.61% less per year.
- BCHP is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while BCHP is equity — different risk/return profiles.
- FORH follows a option income strategy; BCHP uses index tracking.
Side-by-side comparison
| FORH | BCHP | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.58% |
| Fund size (AUM) | $20M | $223M |
| Since | 2021 | 2023 |
| Dividend yield | 1.73% | 0.00% |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.4% | +9.5% |
| CAGR 3Y | +3.9% | N/A |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | 0.10 | N/A |
| Volatility 1Y | 15.64% | 15.82% |
| Max drawdown | -20.73% | -18.56% |
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