Screener
FORH vs FBCV
Formidable ETF vs Fidelity Blue Chip Value ETF
Key differences
- FBCV costs 0.62% less per year.
- FBCV is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FBCV is equity — different risk/return profiles.
- FORH follows a option income strategy; FBCV uses active selection.
- Over the last 3 years, FBCV has delivered higher annualized returns.
Side-by-side comparison
| FORH | FBCV | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.57% |
| Fund size (AUM) | $20M | $160M |
| Since | 2021 | 2020 |
| Dividend yield | 1.73% | 1.44% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.4% | +27.4% |
| CAGR 3Y | +3.9% | +15.1% |
| CAGR 5Y | +2.0% | +9.2% |
| Sharpe 3Y | 0.10 | 0.93 |
| Volatility 1Y | 15.64% | 10.58% |
| Max drawdown | -20.73% | -15.55% |
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