Skip to content
Beacon
Screener

FORH vs CPLS

Formidable ETF vs AB Core Plus Bond ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

CPLS

AB Core Plus Bond ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$216M

Key differences

  • CPLS costs 0.89% less per year.
  • CPLS is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while CPLS is fixed income — different risk/return profiles.
  • FORH follows a option income strategy; CPLS uses active selection.

Side-by-side comparison

FORHCPLS
Annual cost (TER)1.19%0.30%
Fund size (AUM)$20M$216M
Since20212023
Dividend yield1.73%4.65%
Asset classalternativefixed income
Regionglobal
Strategyoption incomeactive selection
CAGR 1Y+13.1%+5.8%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%3.91%
Max drawdown-20.73%-4.44%

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

Similar to FORH and CPLS