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FPAA vs FORH

FPA Global Allocation ETF vs Formidable ETF

FPAA

FPA Global Allocation ETF

Annual cost

Fund size

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

FPAA is a mixed asset ETF, while FORH is an alternative ETF.

  • FPAA is a mixed asset fund, while FORH is an alternative fund. They carry different risk/return profiles.
  • FPAA follows a active selection strategy; FORH uses option income.

Side-by-side comparison

FPAAFORH
Annual cost (TER)1.19%
Fund size (AUM)$20M
Since2021
Dividend yield1.73%
Asset classmixed assetalternative
Regionglobal
Strategyactive selectionoption income
CAGR 1YN/A+11.4%
CAGR 3YN/A+4.1%
CAGR 5YN/A+1.3%
Sharpe 3YN/A0.10
Volatility 1Y15.98%
Max drawdown-20.73%

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

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