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FORH vs GSC

Formidable ETF vs Goldman Sachs Small Cap Equity ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

GSC

Goldman Sachs Small Cap Equity ETF

Goldman Sachs

Annual cost

0.75%

Fund size

$243M

Key differences

  • GSC costs 0.44% less per year.
  • GSC is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while GSC is equity — different risk/return profiles.
  • FORH follows a option income strategy; GSC uses active selection.

Side-by-side comparison

FORHGSC
Annual cost (TER)1.19%0.75%
Fund size (AUM)$20M$243M
Since20212023
Dividend yield1.73%0.17%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.4%+29.8%
CAGR 3Y+3.9%N/A
CAGR 5Y+2.0%N/A
Sharpe 3Y0.10N/A
Volatility 1Y15.64%19.31%
Max drawdown-20.73%-26.63%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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