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FORH vs FMCX
Formidable ETF vs FM Focus Equity ETF
Key differences
- FMCX costs 0.48% less per year.
- FMCX is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FMCX is equity — different risk/return profiles.
- FORH follows a option income strategy; FMCX uses active selection.
- Over the last 3 years, FMCX has delivered higher annualized returns.
Side-by-side comparison
| FORH | FMCX | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.71% |
| Fund size (AUM) | $20M | $115M |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 0.34% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +18.7% |
| CAGR 3Y | +3.7% | +17.2% |
| CAGR 5Y | +1.7% | N/A |
| Sharpe 3Y | 0.08 | 0.95 |
| Volatility 1Y | 15.66% | 12.96% |
| Max drawdown | -20.73% | -17.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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