Screener
FORH vs BSR
Formidable ETF vs Pacific Select Fund
Key differences
- BSR costs 0.10% less per year.
- FORH is classified as alternative, while BSR is mixed asset — different risk/return profiles.
- FORH follows a option income strategy; BSR uses active selection.
- Over the last 3 years, BSR has delivered higher annualized returns.
Side-by-side comparison
| FORH | BSR | |
|---|---|---|
| Annual cost (TER) | 1.19% | 1.09% |
| Fund size (AUM) | $20M | $39M |
| Since | 2021 | 2023 |
| Dividend yield | 1.73% | 1.02% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +12.5% |
| CAGR 3Y | +3.7% | +8.0% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 0.33 |
| Volatility 1Y | 15.66% | 8.71% |
| Max drawdown | -20.73% | -15.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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