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FORH vs FENI

Formidable ETF vs Fidelity Enhanced International ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

FENI

Fidelity Enhanced International ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$9.1B

Key differences

  • FENI costs 0.91% less per year.
  • FENI is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while FENI is equity — different risk/return profiles.
  • FORH follows a option income strategy; FENI uses active selection.
  • FENI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FORHFENI
Annual cost (TER)1.19%0.28%
Fund size (AUM)$20M$9.1B
Since20212007
Dividend yield1.73%2.93%
Asset classalternativeequity
Regioneurope
Strategyoption incomeactive selection
CAGR 1Y+13.4%+29.1%
CAGR 3Y+3.9%N/A
CAGR 5Y+2.0%N/A
Sharpe 3Y0.10N/A
Volatility 1Y15.64%15.63%
Max drawdown-20.73%-14.20%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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