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FORH vs CABZ

Formidable ETF vs Roundhill Robotaxi, Autonomous Vehicles & Technology ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

CABZ

Roundhill Robotaxi, Autonomous Vehicles & Technology ETF

Roundhill Investments

Annual cost

0.59%

Fund size

$1M

Key differences

  • CABZ costs 0.60% less per year.
  • FORH is significantly larger than CABZ — larger funds tend to be more liquid and less likely to close.
  • FORH follows a option income strategy; CABZ uses structured outcome.
  • FORH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FORHCABZ
Annual cost (TER)1.19%0.59%
Fund size (AUM)$20M$1M
Since20212026
Dividend yield1.73%
Asset classalternativealternative
Region
Strategyoption incomestructured outcome
CAGR 1Y+13.4%N/A
CAGR 3Y+3.9%N/A
CAGR 5Y+2.0%N/A
Sharpe 3Y0.10N/A
Volatility 1Y15.64%
Max drawdown-20.73%-22.48%

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

Similar to FORH and CABZ