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FORH vs FESM
Formidable ETF vs Fidelity Enhanced Small Cap Core ETF
Key differences
- FESM costs 0.91% less per year.
- FESM is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FESM is equity — different risk/return profiles.
- FORH follows a option income strategy; FESM uses index enhanced.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | FESM | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.28% |
| Fund size (AUM) | $20M | $5.0B |
| Since | 2021 | 2007 |
| Dividend yield | 1.73% | 0.55% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index enhanced |
| CAGR 1Y | +13.1% | +52.9% |
| CAGR 3Y | +3.7% | N/A |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | N/A |
| Volatility 1Y | 15.66% | 19.05% |
| Max drawdown | -20.73% | -26.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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