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FORH vs FIVA
Formidable ETF vs Fidelity International Value Factor ETF
Key differences
- FIVA costs 1.01% less per year.
- FIVA is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FIVA is equity — different risk/return profiles.
- FORH follows a option income strategy; FIVA uses index tracking.
- Over the last 3 years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| FORH | FIVA | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.18% |
| Fund size (AUM) | $20M | $533M |
| Since | 2021 | 2018 |
| Dividend yield | 1.73% | 2.63% |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.1% | +35.7% |
| CAGR 3Y | +3.7% | +21.9% |
| CAGR 5Y | +1.7% | +12.5% |
| Sharpe 3Y | 0.08 | 1.16 |
| Volatility 1Y | 15.66% | 15.23% |
| Max drawdown | -20.73% | -39.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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