Screener
FORH vs DFAX
Formidable ETF vs Dimensional World ex U.S. Core Equity 2 ETF
Key differences
- DFAX costs 0.91% less per year.
- DFAX is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while DFAX is equity — different risk/return profiles.
- FORH follows a option income strategy; DFAX uses active selection.
- Over the last 3 years, DFAX has delivered higher annualized returns.
- DFAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | DFAX | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.28% |
| Fund size (AUM) | $20M | $11.5B |
| Since | 2021 | 2008 |
| Dividend yield | 1.73% | 2.30% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +35.0% |
| CAGR 3Y | +3.7% | +20.3% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 1.09 |
| Volatility 1Y | 15.66% | 14.74% |
| Max drawdown | -20.73% | -28.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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