Screener
FORH vs IDV
Formidable ETF vs iShares International Select Dividend ETF
Key differences
FORH is an alternative ETF, while IDV is an equity ETF. FORH charges 1.19% a year and IDV 0.50%.
- FORH is an alternative fund, while IDV is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; IDV uses index tracking.
- IDV costs 0.69% less per year.
- IDV is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IDV has delivered higher annualized returns.
- IDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | IDV | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.50% |
| Fund size (AUM) | $20M | $8.6B |
| Since | 2021 | 2007 |
| Dividend yield | 1.73% | 4.40% |
| Asset class | alternative | equity |
| Region | — | global ex us |
| Strategy | option income | index tracking |
| CAGR 1Y | +10.7% | +34.5% |
| CAGR 3Y | +4.4% | +25.6% |
| CAGR 5Y | +1.5% | +11.8% |
| Sharpe 3Y | 0.13 | 1.45 |
| Volatility 1Y | 16.00% | 12.93% |
| Max drawdown | -20.73% | -42.50% |
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