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FORH vs YLD
Formidable ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.80% less per year.
- YLD is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH follows a option income strategy; YLD uses multi strategy.
- Over the last 3 years, YLD has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FORH | YLD | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.39% |
| Fund size (AUM) | $20M | $524M |
| Since | 2021 | 2015 |
| Dividend yield | 1.73% | 7.31% |
| Asset class | alternative | alternative |
| Region | — | global |
| Strategy | option income | multi strategy |
| CAGR 1Y | +13.1% | +8.3% |
| CAGR 3Y | +3.7% | +8.9% |
| CAGR 5Y | +1.7% | +5.0% |
| Sharpe 3Y | 0.08 | 0.90 |
| Volatility 1Y | 15.66% | 4.32% |
| Max drawdown | -20.73% | -28.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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