Screener
FORH vs KEAT
Formidable ETF vs Keating Active ETF
Key differences
FORH is an alternative ETF, while KEAT is an equity ETF. FORH charges 1.19% a year and KEAT 0.85%.
- FORH is an alternative fund, while KEAT is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; KEAT uses active selection.
- KEAT costs 0.34% less per year.
- KEAT is much larger than FORH. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FORH | KEAT | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.85% |
| Fund size (AUM) | $20M | $123M |
| Since | 2021 | 2024 |
| Dividend yield | 1.73% | 2.24% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +10.7% | +23.4% |
| CAGR 3Y | +4.4% | N/A |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | 0.13 | N/A |
| Volatility 1Y | 16.00% | 10.47% |
| Max drawdown | -20.73% | -7.45% |
Similar to FORH and KEAT
Explore further