Screener
FPAG vs FORH
FPA Global Equity ETF vs Formidable ETF
Key differences
FPAG is an equity ETF, while FORH is an alternative ETF. FPAG charges 0.49% a year and FORH 1.19%.
- FPAG is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
- FPAG follows a index tracking strategy; FORH uses option income.
- FPAG costs 0.70% less per year.
- FPAG is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPAG has delivered higher annualized returns.
Side-by-side comparison
| FPAG | FORH | |
|---|---|---|
| Annual cost (TER) | 0.49% | 1.19% |
| Fund size (AUM) | $517M | $20M |
| Since | 2021 | 2021 |
| Dividend yield | 1.40% | 1.73% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +22.7% | +11.4% |
| CAGR 3Y | +21.5% | +4.1% |
| CAGR 5Y | N/A | +1.3% |
| Sharpe 3Y | 1.05 | 0.10 |
| Volatility 1Y | 14.85% | 15.98% |
| Max drawdown | -28.43% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.