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FORH vs LRGC

Formidable ETF vs AB US Large Cap Strategic Equities ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

Key differences

  • LRGC costs 0.80% less per year.
  • LRGC is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while LRGC is equity — different risk/return profiles.
  • FORH follows a option income strategy; LRGC uses active selection.

Side-by-side comparison

FORHLRGC
Annual cost (TER)1.19%0.39%
Fund size (AUM)$20M$1.2B
Since20212023
Dividend yield1.73%0.55%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.1%+25.3%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%12.03%
Max drawdown-20.73%-19.38%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FORH and LRGC