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FORH vs FFLV

Formidable ETF vs Fidelity Fundamental Large Cap

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FFLV costs 0.81% less per year.
  • FORH is classified as alternative, while FFLV is equity — different risk/return profiles.
  • FORH follows a option income strategy; FFLV uses active selection.

Side-by-side comparison

FORHFFLV
Annual cost (TER)1.19%0.38%
Fund size (AUM)$20M$17M
Since20212024
Dividend yield1.73%1.48%
Asset classalternativeequity
Regionglobal
Strategyoption incomeactive selection
CAGR 1Y+13.1%+28.1%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%11.50%
Max drawdown-20.73%-16.71%

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

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