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FORH vs DFIC
Formidable ETF vs Dimensional International Core Equity 2 ETF
Key differences
- DFIC costs 0.97% less per year.
- DFIC is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while DFIC is equity — different risk/return profiles.
- FORH follows a option income strategy; DFIC uses active selection.
- Over the last 3 years, DFIC has delivered higher annualized returns.
Side-by-side comparison
| FORH | DFIC | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.22% |
| Fund size (AUM) | $20M | $13.6B |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 2.31% |
| Asset class | alternative | equity |
| Region | — | global ex us |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +29.7% |
| CAGR 3Y | +3.7% | +19.0% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 1.04 |
| Volatility 1Y | 15.66% | 13.88% |
| Max drawdown | -20.73% | -24.40% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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