Screener
FORH vs DFCF
Formidable ETF vs Dimensional Core Fixed Income ETF
Key differences
FORH is an alternative ETF, while DFCF is a fixed income ETF. FORH charges 1.19% a year and DFCF 0.17%.
- FORH is an alternative fund, while DFCF is a fixed income fund. They carry different risk/return profiles.
- FORH follows a option income strategy; DFCF uses active selection.
- DFCF costs 1.02% less per year.
- DFCF is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFCF has delivered higher annualized returns.
Side-by-side comparison
| FORH | DFCF | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.17% |
| Fund size (AUM) | $20M | $10.6B |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 4.30% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +9.5% | +5.5% |
| CAGR 3Y | +3.3% | +5.0% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 0.28 |
| Volatility 1Y | 16.05% | 3.96% |
| Max drawdown | -20.73% | -19.56% |
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