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FORH vs CCNR

Formidable ETF vs ALPS/CoreCommodity Natural Resources ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

CCNR

ALPS/CoreCommodity Natural Resources ETF

Annual cost

0.39%

Fund size

$393M

Key differences

FORH is an alternative ETF, while CCNR is an equity ETF. FORH charges 1.19% a year and CCNR 0.39%.

  • FORH is an alternative fund, while CCNR is an equity fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; CCNR uses active selection.
  • CCNR costs 0.80% less per year.
  • CCNR is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FORHCCNR
Annual cost (TER)1.19%0.39%
Fund size (AUM)$20M$393M
Since20212024
Dividend yield1.73%2.78%
Asset classalternativeequity
Regionglobal
Strategyoption incomeactive selection
CAGR 1Y+11.4%+61.2%
CAGR 3Y+4.1%N/A
CAGR 5Y+1.3%N/A
Sharpe 3Y0.10N/A
Volatility 1Y15.98%18.44%
Max drawdown-20.73%-20.06%

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

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