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FORH vs DIVS

Formidable ETF vs Guinness Atkinson Dividend Builder ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

DIVS

Guinness Atkinson Dividend Builder ETF

Annual cost

0.45%

Fund size

$38M

Key differences

FORH is an alternative ETF, while DIVS is an equity ETF. FORH charges 1.19% a year and DIVS 0.45%.

  • FORH is an alternative fund, while DIVS is an equity fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; DIVS uses active selection.
  • DIVS costs 0.74% less per year.
  • Over the last three years, DIVS has delivered higher annualized returns.
  • DIVS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FORHDIVS
Annual cost (TER)1.19%0.45%
Fund size (AUM)$20M$38M
Since20212012
Dividend yield1.73%1.74%
Asset classalternativeequity
Regionglobal
Strategyoption incomeactive selection
CAGR 1Y+10.7%+9.1%
CAGR 3Y+4.4%+13.1%
CAGR 5Y+1.5%+9.0%
Sharpe 3Y0.130.83
Volatility 1Y16.00%10.55%
Max drawdown-20.73%-29.55%

Similar to FORH and DIVS