Screener
FORH vs DUHP
Formidable ETF vs Dimensional US High Profitability ETF
Key differences
- DUHP costs 0.99% less per year.
- DUHP is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while DUHP is equity — different risk/return profiles.
- FORH follows a option income strategy; DUHP uses active selection.
- Over the last 3 years, DUHP has delivered higher annualized returns.
Side-by-side comparison
| FORH | DUHP | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.20% |
| Fund size (AUM) | $20M | $11.3B |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 1.03% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +21.2% |
| CAGR 3Y | +3.7% | +19.2% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 1.09 |
| Volatility 1Y | 15.66% | 11.42% |
| Max drawdown | -20.73% | -20.05% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FORH and DUHP
Explore further