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FORH vs STRV

Formidable ETF vs Strive 500 ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

STRV

Strive 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

FORH is an alternative ETF, while STRV is an equity ETF. FORH charges 1.19% a year and STRV 0.05%.

  • FORH is an alternative fund, while STRV is an equity fund. They carry different risk/return profiles.
  • FORH follows a option income strategy; STRV uses index tracking.
  • STRV costs 1.14% less per year.
  • STRV is much larger than FORH. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, STRV has delivered higher annualized returns.

Side-by-side comparison

FORHSTRV
Annual cost (TER)1.19%0.05%
Fund size (AUM)$20M$1.1B
Since20212022
Dividend yield1.73%1.02%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+10.7%+24.9%
CAGR 3Y+4.4%+22.8%
CAGR 5Y+1.5%N/A
Sharpe 3Y0.131.19
Volatility 1Y16.00%12.72%
Max drawdown-20.73%-18.99%

Similar to FORH and STRV