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FORH vs DVYA
Formidable ETF vs iShares Asia/Pacific Dividend ETF
Key differences
FORH is an alternative ETF, while DVYA is an equity ETF. FORH charges 1.19% a year and DVYA 0.49%.
- FORH is an alternative fund, while DVYA is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; DVYA uses index tracking.
- DVYA costs 0.70% less per year.
- DVYA is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DVYA has delivered higher annualized returns.
- DVYA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | DVYA | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.49% |
| Fund size (AUM) | $20M | $70M |
| Since | 2021 | 2012 |
| Dividend yield | 1.73% | 4.29% |
| Asset class | alternative | equity |
| Region | — | asia pacific |
| Strategy | option income | index tracking |
| CAGR 1Y | +10.7% | +34.4% |
| CAGR 3Y | +4.4% | +21.6% |
| CAGR 5Y | +1.5% | +9.3% |
| Sharpe 3Y | 0.13 | 1.16 |
| Volatility 1Y | 16.00% | 13.32% |
| Max drawdown | -20.73% | -45.61% |
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