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FORH vs TCHP

Formidable ETF vs T. Rowe Price Blue Chip Growth ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

TCHP

T. Rowe Price Blue Chip Growth ETF

T. Rowe Price

Annual cost

0.57%

Fund size

$2.1B

Key differences

  • TCHP costs 0.62% less per year.
  • TCHP is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while TCHP is equity — different risk/return profiles.
  • FORH follows a option income strategy; TCHP uses index tracking.
  • Over the last 3 years, TCHP has delivered higher annualized returns.

Side-by-side comparison

FORHTCHP
Annual cost (TER)1.19%0.57%
Fund size (AUM)$20M$2.1B
Since20212020
Dividend yield1.73%0.00%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+13.4%+25.1%
CAGR 3Y+3.9%+26.5%
CAGR 5Y+2.0%+12.5%
Sharpe 3Y0.101.10
Volatility 1Y15.64%16.19%
Max drawdown-20.73%-42.34%

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

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