Screener
FORH vs LEXI
Formidable ETF vs Alexis Practical Tactical ETF
Key differences
Both FORH and LEXI are alternative ETFs. FORH charges 1.19% a year and LEXI 1.00%. The main difference: LEXI costs 0.19% less per year.
- LEXI costs 0.19% less per year.
- LEXI is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LEXI has delivered higher annualized returns.
Side-by-side comparison
| FORH | LEXI | |
|---|---|---|
| Annual cost (TER) | 1.19% | 1.00% |
| Fund size (AUM) | $20M | $179M |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 0.84% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | option income |
| CAGR 1Y | +9.5% | +28.3% |
| CAGR 3Y | +3.3% | +20.1% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 1.20 |
| Volatility 1Y | 16.05% | 11.04% |
| Max drawdown | -20.73% | -22.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.