Screener
FORH vs FPAG
Formidable ETF vs FPA Global Equity ETF
Key differences
FORH is an alternative ETF, while FPAG is an equity ETF. FORH charges 1.19% a year and FPAG 0.49%.
- FORH is an alternative fund, while FPAG is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; FPAG uses index tracking.
- FPAG costs 0.70% less per year.
- FPAG is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPAG has delivered higher annualized returns.
Side-by-side comparison
| FORH | FPAG | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.49% |
| Fund size (AUM) | $20M | $517M |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 1.40% |
| Asset class | alternative | equity |
| Region | — | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +11.4% | +22.7% |
| CAGR 3Y | +4.1% | +21.5% |
| CAGR 5Y | +1.3% | N/A |
| Sharpe 3Y | 0.10 | 1.05 |
| Volatility 1Y | 15.98% | 14.85% |
| Max drawdown | -20.73% | -28.43% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.