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FORH vs FFSM

Formidable ETF vs Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

FFSM

Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF

Annual cost

Fund size

Key differences

  • FORH is classified as alternative, while FFSM is equity — different risk/return profiles.
  • FORH follows a option income strategy; FFSM uses active selection.
  • Over the last 3 years, FFSM has delivered higher annualized returns.

Side-by-side comparison

FORHFFSM
Annual cost (TER)1.19%
Fund size (AUM)$20M
Since2021
Dividend yield1.73%
Asset classalternativeequity
Region
Strategyoption incomeactive selection
CAGR 1Y+13.1%+37.7%
CAGR 3Y+3.7%+21.1%
CAGR 5Y+1.7%+9.9%
Sharpe 3Y0.080.91
Volatility 1Y15.66%17.99%
Max drawdown-20.73%-26.65%

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

Similar to FORH and FFSM