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FORH vs RFFC

Formidable ETF vs ALPS Active Equity Opportunity ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

Key differences

FORH is an alternative ETF, while RFFC is an equity ETF. FORH charges 1.19% a year and RFFC 0.48%.

  • FORH is an alternative fund, while RFFC is an equity fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; RFFC uses active selection.
  • RFFC costs 0.71% less per year.
  • Over the last three years, RFFC has delivered higher annualized returns.
  • RFFC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FORHRFFC
Annual cost (TER)1.19%0.48%
Fund size (AUM)$20M$30M
Since20212016
Dividend yield1.73%0.72%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+11.4%+27.7%
CAGR 3Y+4.1%+21.3%
CAGR 5Y+1.3%+12.3%
Sharpe 3Y0.101.20
Volatility 1Y15.98%12.25%
Max drawdown-20.73%-36.26%

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

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