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FORH vs LQTI

Formidable ETF vs FT Vest Investment Grade & Target Income ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

LQTI

FT Vest Investment Grade & Target Income ETF

Annual cost

0.65%

Fund size

$288M

Key differences

Both FORH and LQTI are alternative ETFs. FORH charges 1.19% a year and LQTI 0.65%. The main difference: LQTI costs 0.54% less per year.

  • LQTI costs 0.54% less per year.
  • LQTI is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FORHLQTI
Annual cost (TER)1.19%0.65%
Fund size (AUM)$20M$288M
Since20212025
Dividend yield1.73%9.06%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+9.5%+5.5%
CAGR 3Y+3.3%N/A
CAGR 5Y+0.9%N/A
Sharpe 3Y0.06N/A
Volatility 1Y16.05%5.16%
Max drawdown-20.73%-3.41%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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