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FORH vs BGRO

Formidable ETF vs iShares Large Cap Growth Active ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

BGRO

iShares Large Cap Growth Active ETF

BlackRock

Annual cost

0.55%

Fund size

$9M

Key differences

  • BGRO costs 0.64% less per year.
  • FORH follows a option income strategy; BGRO uses active selection.

Side-by-side comparison

FORHBGRO
Annual cost (TER)1.19%0.55%
Fund size (AUM)$20M$9M
Since20212024
Dividend yield1.73%0.04%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.4%+27.2%
CAGR 3Y+3.9%N/A
CAGR 5Y+2.0%N/A
Sharpe 3Y0.10N/A
Volatility 1Y15.64%18.05%
Max drawdown-20.73%-24.94%

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

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