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FORH vs CHAT
Formidable ETF vs Roundhill Generative AI & Technology ETF
Key differences
- CHAT costs 0.44% less per year.
- CHAT is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while CHAT is equity — different risk/return profiles.
- FORH follows a option income strategy; CHAT uses active selection.
- Over the last 3 years, CHAT has delivered higher annualized returns.
Side-by-side comparison
| FORH | CHAT | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.75% |
| Fund size (AUM) | $20M | $1.4B |
| Since | 2021 | 2023 |
| Dividend yield | 1.73% | 2.17% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.4% | +132.5% |
| CAGR 3Y | +3.9% | +55.4% |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | 0.10 | 1.51 |
| Volatility 1Y | 15.64% | 30.53% |
| Max drawdown | -20.73% | -31.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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