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FORH vs CGGE

Formidable ETF vs Capital Group Global Equity ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

CGGE

Capital Group Global Equity ETF

Capital Group

Annual cost

0.47%

Fund size

$2.5B

Key differences

  • CGGE costs 0.72% less per year.
  • CGGE is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while CGGE is equity — different risk/return profiles.
  • FORH follows a option income strategy; CGGE uses index tracking.

Side-by-side comparison

FORHCGGE
Annual cost (TER)1.19%0.47%
Fund size (AUM)$20M$2.5B
Since20212024
Dividend yield1.73%0.39%
Asset classalternativeequity
Regionglobal
Strategyoption incomeindex tracking
CAGR 1Y+13.1%+23.0%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%13.84%
Max drawdown-20.73%-14.44%

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

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