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FORH vs USOY

Formidable ETF vs Defiance Oil Enhanced Options Income ETF

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

USOY

Defiance Oil Enhanced Options Income ETF

Annual cost

1.12%

Fund size

$62M

Key differences

Both FORH and USOY are alternative ETFs. FORH charges 1.19% a year and USOY 1.12%. The main difference: USOY costs 0.07% less per year.

  • USOY costs 0.07% less per year.
  • USOY is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FORHUSOY
Annual cost (TER)1.19%1.12%
Fund size (AUM)$20M$62M
Since20212024
Dividend yield1.73%66.64%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+9.5%+41.7%
CAGR 3Y+3.3%N/A
CAGR 5Y+0.9%N/A
Sharpe 3Y0.06N/A
Volatility 1Y16.05%31.14%
Max drawdown-20.73%-17.46%

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

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