Screener
FORH vs FLXR
Formidable ETF vs TCW Flexible Income ETF
Key differences
- FLXR costs 0.79% less per year.
- FLXR is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FLXR is mixed asset — different risk/return profiles.
- FORH follows a option income strategy; FLXR uses active selection.
Side-by-side comparison
| FORH | FLXR | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.40% |
| Fund size (AUM) | $20M | $3.0B |
| Since | 2021 | 2018 |
| Dividend yield | 1.73% | 5.66% |
| Asset class | alternative | mixed asset |
| Region | — | global |
| Strategy | option income | active selection |
| CAGR 1Y | +13.4% | +6.4% |
| CAGR 3Y | +3.9% | N/A |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | 0.10 | N/A |
| Volatility 1Y | 15.64% | 2.27% |
| Max drawdown | -20.73% | -1.94% |
Similar to FORH and FLXR
Explore further