Screener
FORH vs ICAP
Formidable ETF vs Infrastructure Capital Equity Income Fund ETF
Key differences
Both FORH and ICAP are alternative ETFs. FORH charges 1.19% a year and ICAP 2.47%. The main difference: FORH costs 1.28% less per year.
- FORH costs 1.28% less per year.
- ICAP is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ICAP has delivered higher annualized returns.
Side-by-side comparison
| FORH | ICAP | |
|---|---|---|
| Annual cost (TER) | 1.19% | 2.47% |
| Fund size (AUM) | $20M | $109M |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 9.51% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | option income | option income |
| CAGR 1Y | +9.5% | +22.9% |
| CAGR 3Y | +3.3% | +16.7% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 0.83 |
| Volatility 1Y | 16.05% | 13.45% |
| Max drawdown | -20.73% | -24.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.