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FORH vs SECT

Formidable ETF vs Main Sector Rotation ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

SECT

Main Sector Rotation ETF

Main Management ETFs

Annual cost

0.69%

Fund size

$2.6B

Key differences

  • SECT costs 0.50% less per year.
  • SECT is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while SECT is equity — different risk/return profiles.
  • FORH follows a option income strategy; SECT uses active selection.
  • Over the last 3 years, SECT has delivered higher annualized returns.

Side-by-side comparison

FORHSECT
Annual cost (TER)1.19%0.69%
Fund size (AUM)$20M$2.6B
Since20212017
Dividend yield1.73%0.65%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.1%+29.7%
CAGR 3Y+3.7%+20.4%
CAGR 5Y+1.7%+12.5%
Sharpe 3Y0.080.98
Volatility 1Y15.66%13.14%
Max drawdown-20.73%-38.09%

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

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