Screener
FORH vs FPXI
Formidable ETF vs First Trust International Equity Opportunities ETF
Key differences
- FPXI costs 0.49% less per year.
- FPXI is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while FPXI is equity — different risk/return profiles.
- FORH follows a option income strategy; FPXI uses index tracking.
- Over the last 3 years, FPXI has delivered higher annualized returns.
- FPXI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | FPXI | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.70% |
| Fund size (AUM) | $20M | $187M |
| Since | 2021 | 2014 |
| Dividend yield | 1.73% | 0.67% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.4% | +46.5% |
| CAGR 3Y | +3.9% | +26.0% |
| CAGR 5Y | +2.0% | +4.4% |
| Sharpe 3Y | 0.10 | 1.03 |
| Volatility 1Y | 15.64% | 23.39% |
| Max drawdown | -20.73% | -55.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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