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FORH vs PIEQ

Formidable ETF vs Principal International Equity ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

PIEQ

Principal International Equity ETF

Principal Funds

Annual cost

0.48%

Fund size

$1.5B

Key differences

  • PIEQ costs 0.71% less per year.
  • PIEQ is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while PIEQ is equity — different risk/return profiles.
  • FORH follows a option income strategy; PIEQ uses index tracking.

Side-by-side comparison

FORHPIEQ
Annual cost (TER)1.19%0.48%
Fund size (AUM)$20M$1.5B
Since20212024
Dividend yield1.73%1.22%
Asset classalternativeequity
Regionglobal
Strategyoption incomeindex tracking
CAGR 1Y+13.1%+28.5%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%15.72%
Max drawdown-20.73%-15.17%

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

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