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FORH vs PULT

Formidable ETF vs Putnam ESG Ultra Short ETF -

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

PULT

Putnam ESG Ultra Short ETF -

Annual cost

0.25%

Fund size

$35M

Key differences

FORH is an alternative ETF, while PULT is a fixed income ETF. FORH charges 1.19% a year and PULT 0.25%.

  • FORH is an alternative fund, while PULT is a fixed income fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; PULT uses active selection.
  • PULT costs 0.94% less per year.

Side-by-side comparison

FORHPULT
Annual cost (TER)1.19%0.25%
Fund size (AUM)$20M$35M
Since20212023
Dividend yield1.73%4.65%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+10.7%+4.1%
CAGR 3Y+4.4%+5.3%
CAGR 5Y+1.5%N/A
Sharpe 3Y0.132.60
Volatility 1Y16.00%0.76%
Max drawdown-20.73%-0.43%

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

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