Screener
FORH vs DIVB
Formidable ETF vs iShares Core Dividend ETF
Key differences
FORH is an alternative ETF, while DIVB is an equity ETF. FORH charges 1.19% a year and DIVB 0.05%.
- FORH is an alternative fund, while DIVB is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; DIVB uses index tracking.
- DIVB costs 1.14% less per year.
- DIVB is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DIVB has delivered higher annualized returns.
Side-by-side comparison
| FORH | DIVB | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.05% |
| Fund size (AUM) | $20M | $1.5B |
| Since | 2021 | 2017 |
| Dividend yield | 1.73% | 2.20% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +10.7% | +28.7% |
| CAGR 3Y | +4.4% | +22.6% |
| CAGR 5Y | +1.5% | +12.2% |
| Sharpe 3Y | 0.13 | 1.33 |
| Volatility 1Y | 16.00% | 11.55% |
| Max drawdown | -20.73% | -36.93% |
Similar to FORH and DIVB
Explore further