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FORH vs PFUT

Formidable ETF vs Putnam Sustainable Future ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

PFUT

Putnam Sustainable Future ETF

Annual cost

0.64%

Fund size

$4M

Key differences

FORH is an alternative ETF, while PFUT is an equity ETF. FORH charges 1.19% a year and PFUT 0.64%.

  • FORH is an alternative fund, while PFUT is an equity fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; PFUT uses active selection.
  • PFUT costs 0.55% less per year.
  • FORH is much larger than PFUT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PFUT has delivered higher annualized returns.

Side-by-side comparison

FORHPFUT
Annual cost (TER)1.19%0.64%
Fund size (AUM)$20M$4M
Since20212021
Dividend yield1.73%0.00%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+10.7%+3.8%
CAGR 3Y+4.4%+12.3%
CAGR 5Y+1.5%+0.4%
Sharpe 3Y0.130.52
Volatility 1Y16.00%16.31%
Max drawdown-20.73%-44.85%

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

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