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FORH vs STOX

Formidable ETF vs Horizon Core Equity ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

STOX

Horizon Core Equity ETF

Annual cost

0.70%

Fund size

$150M

Key differences

Both FORH and STOX are alternative ETFs. FORH charges 1.19% a year and STOX 0.70%. The main difference: STOX costs 0.49% less per year.

  • STOX costs 0.49% less per year.
  • STOX is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FORHSTOX
Annual cost (TER)1.19%0.70%
Fund size (AUM)$20M$150M
Since20212025
Dividend yield1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+9.5%N/A
CAGR 3Y+3.3%N/A
CAGR 5Y+0.9%N/A
Sharpe 3Y0.06N/A
Volatility 1Y16.05%
Max drawdown-20.73%-9.33%

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

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