Screener
FORH vs VOTE
Formidable ETF vs TCW Transform 500 ETF
Key differences
- VOTE costs 1.14% less per year.
- VOTE is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while VOTE is equity — different risk/return profiles.
- FORH follows a option income strategy; VOTE uses index tracking.
- Over the last 3 years, VOTE has delivered higher annualized returns.
Side-by-side comparison
| FORH | VOTE | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.05% |
| Fund size (AUM) | $20M | $1.0B |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 0.94% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.4% | +30.9% |
| CAGR 3Y | +3.9% | +23.5% |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | 0.10 | 1.24 |
| Volatility 1Y | 15.64% | 12.21% |
| Max drawdown | -20.73% | -25.70% |
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