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FORH vs PCRB

Formidable ETF vs Putnam ESG Core Bond ETF -

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

PCRB

Putnam ESG Core Bond ETF -

Annual cost

0.36%

Fund size

$7M

Key differences

FORH is an alternative ETF, while PCRB is a fixed income ETF. FORH charges 1.19% a year and PCRB 0.36%.

  • FORH is an alternative fund, while PCRB is a fixed income fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; PCRB uses index tracking.
  • PCRB costs 0.83% less per year.

Side-by-side comparison

FORHPCRB
Annual cost (TER)1.19%0.36%
Fund size (AUM)$20M$7M
Since20212023
Dividend yield1.73%9.74%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+10.7%+3.5%
CAGR 3Y+4.4%+3.9%
CAGR 5Y+1.5%N/A
Sharpe 3Y0.130.07
Volatility 1Y16.00%3.76%
Max drawdown-20.73%-7.20%

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

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