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FORH vs FMAG
Formidable ETF vs Fidelity Magellan ETF
Key differences
- FMAG costs 0.62% less per year.
- FMAG is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FMAG is equity — different risk/return profiles.
- FORH follows a option income strategy; FMAG uses active selection.
- Over the last 3 years, FMAG has delivered higher annualized returns.
Side-by-side comparison
| FORH | FMAG | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.57% |
| Fund size (AUM) | $20M | $253M |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 0.08% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.4% | +14.3% |
| CAGR 3Y | +3.9% | +21.2% |
| CAGR 5Y | +2.0% | +12.5% |
| Sharpe 3Y | 0.10 | 0.98 |
| Volatility 1Y | 15.64% | 14.32% |
| Max drawdown | -20.73% | -32.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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