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FORH vs FPX
Formidable ETF vs First Trust US Equity Opportunities ETF
Key differences
- FPX costs 0.62% less per year.
- FPX is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FPX is equity — different risk/return profiles.
- FORH follows a option income strategy; FPX uses index tracking.
- Over the last 3 years, FPX has delivered higher annualized returns.
- FPX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | FPX | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.57% |
| Fund size (AUM) | $20M | $1.3B |
| Since | 2021 | 2006 |
| Dividend yield | 1.73% | 0.52% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.4% | +46.1% |
| CAGR 3Y | +3.9% | +33.5% |
| CAGR 5Y | +2.0% | +11.7% |
| Sharpe 3Y | 0.10 | 1.10 |
| Volatility 1Y | 15.64% | 23.27% |
| Max drawdown | -20.73% | -43.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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