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FORH vs CGXU
Formidable ETF vs Capital Group International Focus Equity ETF
Key differences
- CGXU costs 0.65% less per year.
- CGXU is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while CGXU is equity — different risk/return profiles.
- FORH follows a option income strategy; CGXU uses active selection.
- Over the last 3 years, CGXU has delivered higher annualized returns.
Side-by-side comparison
| FORH | CGXU | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.54% |
| Fund size (AUM) | $20M | $5.5B |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 4.92% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +34.3% |
| CAGR 3Y | +3.7% | +15.6% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 0.69 |
| Volatility 1Y | 15.66% | 19.51% |
| Max drawdown | -20.73% | -25.64% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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