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FORH vs SYFI

Formidable ETF vs AB Short Duration High Yield ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

SYFI

AB Short Duration High Yield ETF

AllianceBernstein

Annual cost

0.40%

Fund size

$895M

Key differences

  • SYFI costs 0.79% less per year.
  • SYFI is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH follows a option income strategy; SYFI uses active selection.
  • SYFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FORHSYFI
Annual cost (TER)1.19%0.40%
Fund size (AUM)$20M$895M
Since20212011
Dividend yield1.73%6.25%
Asset classalternativealternative
Region
Strategyoption incomeactive selection
CAGR 1Y+13.1%+7.5%
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%3.20%
Max drawdown-20.73%-4.49%

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

Similar to FORH and SYFI