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FORH vs STXV
Formidable ETF vs Strive 1000 Value ETF
Key differences
FORH is an alternative ETF, while STXV is an equity ETF. FORH charges 1.19% a year and STXV 0.18%.
- FORH is an alternative fund, while STXV is an equity fund. They carry different risk/return profiles.
- FORH follows a option income strategy; STXV uses index tracking.
- STXV costs 1.01% less per year.
- STXV is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, STXV has delivered higher annualized returns.
Side-by-side comparison
| FORH | STXV | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.18% |
| Fund size (AUM) | $20M | $79M |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 2.24% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +10.7% | +28.1% |
| CAGR 3Y | +4.4% | +19.3% |
| CAGR 5Y | +1.5% | N/A |
| Sharpe 3Y | 0.13 | 1.16 |
| Volatility 1Y | 16.00% | 10.11% |
| Max drawdown | -20.73% | -14.80% |
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