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FORH vs FPAA

Formidable ETF vs FPA Global Allocation ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

FPAA

FPA Global Allocation ETF

Annual cost

Fund size

Key differences

FORH is an alternative ETF, while FPAA is a mixed asset ETF.

  • FORH is an alternative fund, while FPAA is a mixed asset fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; FPAA uses active selection.

Side-by-side comparison

FORHFPAA
Annual cost (TER)1.19%
Fund size (AUM)$20M
Since2021
Dividend yield1.73%
Asset classalternativemixed asset
Regionglobal
Strategyoption incomeactive selection
CAGR 1Y+11.4%N/A
CAGR 3Y+4.1%N/A
CAGR 5Y+1.3%N/A
Sharpe 3Y0.10N/A
Volatility 1Y15.98%
Max drawdown-20.73%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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