Screener
FORH vs CWS
Formidable ETF vs AdvisorShares Focused Equity ETF
Key differences
- CWS costs 0.54% less per year.
- CWS is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while CWS is equity — different risk/return profiles.
- FORH follows a option income strategy; CWS uses active selection.
- Over the last 3 years, CWS has delivered higher annualized returns.
- CWS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | CWS | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.65% |
| Fund size (AUM) | $20M | $155M |
| Since | 2021 | 2016 |
| Dividend yield | 1.73% | 0.31% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | -0.0% |
| CAGR 3Y | +3.7% | +10.3% |
| CAGR 5Y | +1.7% | +7.9% |
| Sharpe 3Y | 0.08 | 0.52 |
| Volatility 1Y | 15.66% | 13.34% |
| Max drawdown | -20.73% | -33.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FORH and CWS
Explore further