Screener
FORH vs IG
Formidable ETF vs Principal Investment Grade Corporate ETF
Key differences
- IG costs 1.00% less per year.
- IG is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while IG is fixed income — different risk/return profiles.
- FORH follows a option income strategy; IG uses active selection.
- Over the last 3 years, IG has delivered higher annualized returns.
Side-by-side comparison
| FORH | IG | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.19% |
| Fund size (AUM) | $20M | $179M |
| Since | 2021 | 2018 |
| Dividend yield | 1.73% | 5.06% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +7.0% |
| CAGR 3Y | +3.7% | +5.1% |
| CAGR 5Y | +1.7% | +0.2% |
| Sharpe 3Y | 0.08 | 0.27 |
| Volatility 1Y | 15.66% | 4.81% |
| Max drawdown | -20.73% | -23.17% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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