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FORH vs RGLO

Formidable ETF vs Russell Investments Global Equity ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

RGLO

Russell Investments Global Equity ETF

Russell Investment Management Limited

Annual cost

0.49%

Fund size

$309M

Key differences

  • RGLO costs 0.70% less per year.
  • RGLO is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while RGLO is equity — different risk/return profiles.
  • FORH follows a option income strategy; RGLO uses index tracking.

Side-by-side comparison

FORHRGLO
Annual cost (TER)1.19%0.49%
Fund size (AUM)$20M$309M
Since20212025
Dividend yield1.73%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+13.1%N/A
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%
Max drawdown-20.73%-9.61%

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

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