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FORH vs CGCP
Formidable ETF vs Capital Group Core Plus Income ETF
Key differences
- CGCP costs 0.85% less per year.
- CGCP is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while CGCP is fixed income — different risk/return profiles.
- FORH follows a option income strategy; CGCP uses active selection.
- Over the last 3 years, CGCP has delivered higher annualized returns.
Side-by-side comparison
| FORH | CGCP | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.34% |
| Fund size (AUM) | $20M | $7.6B |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 5.14% |
| Asset class | alternative | fixed income |
| Region | — | global |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +6.6% |
| CAGR 3Y | +3.7% | +5.1% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 0.29 |
| Volatility 1Y | 15.66% | 3.74% |
| Max drawdown | -20.73% | -15.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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