Screener
FORH vs FIAX
Formidable ETF vs Nicholas Fixed Income Alternative ETF
Key differences
FORH is an alternative ETF, while FIAX is a fixed income ETF. FORH charges 1.19% a year and FIAX 0.97%.
- FORH is an alternative fund, while FIAX is a fixed income fund. They carry different risk/return profiles.
- FIAX costs 0.22% less per year.
- FIAX is much larger than FORH. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FORH | FIAX | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.97% |
| Fund size (AUM) | $20M | $133M |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 8.16% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | option income | option income |
| CAGR 1Y | +9.5% | +4.8% |
| CAGR 3Y | +3.3% | +3.5% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 0.00 |
| Volatility 1Y | 16.05% | 4.12% |
| Max drawdown | -20.73% | -6.26% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.