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FORH vs BUCK

Formidable ETF vs Simplify Treasury Option Income ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

Key differences

Both FORH and BUCK are alternative ETFs. FORH charges 1.19% a year and BUCK 0.35%. The main difference: BUCK costs 0.84% less per year.

  • BUCK costs 0.84% less per year.
  • BUCK is much larger than FORH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, BUCK has delivered higher annualized returns.

Side-by-side comparison

FORHBUCK
Annual cost (TER)1.19%0.35%
Fund size (AUM)$20M$438M
Since20212022
Dividend yield1.73%7.43%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+10.3%+7.9%
CAGR 3Y+3.6%+5.3%
CAGR 5Y+0.8%N/A
Sharpe 3Y0.070.43
Volatility 1Y15.96%3.08%
Max drawdown-20.73%-5.43%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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