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FORH vs YJUN
Formidable ETF vs FT Vest International Equity Moderate Buffer ETF – June
Key differences
- YJUN costs 0.29% less per year.
- YJUN is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH follows a option income strategy; YJUN uses structured outcome.
- Over the last 3 years, YJUN has delivered higher annualized returns.
Side-by-side comparison
| FORH | YJUN | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.90% |
| Fund size (AUM) | $20M | $131M |
| Since | 2021 | 2021 |
| Dividend yield | 1.73% | 0.00% |
| Asset class | alternative | alternative |
| Region | — | global |
| Strategy | option income | structured outcome |
| CAGR 1Y | +13.4% | +11.2% |
| CAGR 3Y | +3.9% | +9.4% |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | 0.10 | 0.63 |
| Volatility 1Y | 15.64% | 6.88% |
| Max drawdown | -20.73% | -21.53% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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