Screener
FORH vs DVY
Formidable ETF vs iShares Select Dividend ETF
Key differences
FORH is an alternative ETF, while DVY is an equity ETF. FORH charges 1.19% a year and DVY 0.38%.
- FORH is an alternative fund, while DVY is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; DVY uses index tracking.
- DVY costs 0.81% less per year.
- DVY is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DVY has delivered higher annualized returns.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | DVY | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.38% |
| Fund size (AUM) | $20M | $22.5B |
| Since | 2021 | 2003 |
| Dividend yield | 1.73% | 3.39% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +10.7% | +23.5% |
| CAGR 3Y | +4.4% | +17.0% |
| CAGR 5Y | +1.5% | +9.0% |
| Sharpe 3Y | 0.13 | 0.95 |
| Volatility 1Y | 16.00% | 11.11% |
| Max drawdown | -20.73% | -41.59% |
Similar to FORH and DVY
Explore further