Screener
FORH vs XV
Formidable ETF vs Simplify Target 15 Distribution ETF
Key differences
Both FORH and XV are alternative ETFs. FORH charges 1.19% a year and XV 0.75%. The main difference: XV costs 0.44% less per year.
- XV costs 0.44% less per year.
Side-by-side comparison
| FORH | XV | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.75% |
| Fund size (AUM) | $20M | $61M |
| Since | 2021 | 2025 |
| Dividend yield | 1.73% | 13.46% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | option income |
| CAGR 1Y | +10.3% | +12.3% |
| CAGR 3Y | +3.6% | N/A |
| CAGR 5Y | +0.8% | N/A |
| Sharpe 3Y | 0.07 | N/A |
| Volatility 1Y | 15.96% | 9.32% |
| Max drawdown | -20.73% | -5.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.