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HFGM vs FORH

Unlimited HFGM Global Macro ETF vs Formidable ETF

HFGM

Unlimited HFGM Global Macro ETF

Unlimited

Annual cost

1.01%

Fund size

$133M

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • HFGM costs 0.18% less per year.
  • HFGM is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • HFGM follows a tactical allocation strategy; FORH uses option income.

Side-by-side comparison

HFGMFORH
Annual cost (TER)1.01%1.19%
Fund size (AUM)$133M$20M
Since20252021
Dividend yield5.05%1.73%
Asset classalternativealternative
Region
Strategytactical allocationoption income
CAGR 1Y+42.9%+13.1%
CAGR 3YN/A+3.7%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.08
Volatility 1Y22.77%15.66%
Max drawdown-10.66%-20.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to HFGM and FORH