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FORH vs CGIE

Formidable ETF vs Capital Group International Equity ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

CGIE

Capital Group International Equity ETF

Capital Group

Annual cost

0.54%

Fund size

$2.1B

Key differences

  • CGIE costs 0.65% less per year.
  • CGIE is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while CGIE is equity — different risk/return profiles.
  • FORH follows a option income strategy; CGIE uses index tracking.

Side-by-side comparison

FORHCGIE
Annual cost (TER)1.19%0.54%
Fund size (AUM)$20M$2.1B
Since20212023
Dividend yield1.73%1.14%
Asset classalternativeequity
Regionglobal
Strategyoption incomeindex tracking
CAGR 1Y+13.1%+13.8%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%16.12%
Max drawdown-20.73%-13.81%

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

Similar to FORH and CGIE