Screener
FORH vs HDV
Formidable ETF vs iShares Core High Dividend ETF
Key differences
FORH is an alternative ETF, while HDV is an equity ETF. FORH charges 1.19% a year and HDV 0.08%.
- FORH is an alternative fund, while HDV is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; HDV uses index tracking.
- HDV costs 1.11% less per year.
- HDV is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HDV has delivered higher annualized returns.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | HDV | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.08% |
| Fund size (AUM) | $20M | $13.4B |
| Since | 2021 | 2011 |
| Dividend yield | 1.73% | 2.91% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +10.7% | +22.4% |
| CAGR 3Y | +4.4% | +15.9% |
| CAGR 5Y | +1.5% | +10.8% |
| Sharpe 3Y | 0.13 | 1.04 |
| Volatility 1Y | 16.00% | 9.71% |
| Max drawdown | -20.73% | -37.04% |
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