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FORH vs CGCB

Formidable ETF vs Capital Group Core Bond ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

CGCB

Capital Group Core Bond ETF

Capital Group

Annual cost

0.27%

Fund size

$4.8B

Key differences

  • CGCB costs 0.92% less per year.
  • CGCB is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while CGCB is fixed income — different risk/return profiles.
  • FORH follows a option income strategy; CGCB uses active selection.

Side-by-side comparison

FORHCGCB
Annual cost (TER)1.19%0.27%
Fund size (AUM)$20M$4.8B
Since20212023
Dividend yield1.73%4.23%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.1%+5.6%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%3.99%
Max drawdown-20.73%-5.16%

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

Similar to FORH and CGCB