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FORH vs BIDD
Formidable ETF vs iShares International Dividend Active ETF
Key differences
FORH is an alternative ETF, while BIDD is an equity ETF. FORH charges 1.19% a year and BIDD 0.59%.
- FORH is an alternative fund, while BIDD is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; BIDD uses active selection.
- BIDD costs 0.60% less per year.
- BIDD is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- BIDD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | BIDD | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.59% |
| Fund size (AUM) | $20M | $450M |
| Since | 2021 | 1997 |
| Dividend yield | 1.73% | 2.08% |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | option income | active selection |
| CAGR 1Y | +10.7% | +16.0% |
| CAGR 3Y | +4.4% | N/A |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | 0.13 | N/A |
| Volatility 1Y | 16.00% | 15.70% |
| Max drawdown | -20.73% | -15.08% |
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