Screener
IG vs FORH
Principal Investment Grade Corporate ETF vs Formidable ETF
Key differences
- IG costs 1.00% less per year.
- IG is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- IG is classified as fixed income, while FORH is alternative — different risk/return profiles.
- IG follows a active selection strategy; FORH uses option income.
- Over the last 3 years, IG has delivered higher annualized returns.
Side-by-side comparison
| IG | FORH | |
|---|---|---|
| Annual cost (TER) | 0.19% | 1.19% |
| Fund size (AUM) | $179M | $20M |
| Since | 2018 | 2021 |
| Dividend yield | 5.06% | 1.73% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +7.0% | +13.1% |
| CAGR 3Y | +5.1% | +3.7% |
| CAGR 5Y | +0.2% | +1.7% |
| Sharpe 3Y | 0.27 | 0.08 |
| Volatility 1Y | 4.81% | 15.66% |
| Max drawdown | -23.17% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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