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ISBG vs FORH

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Formidable ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both ISBG and FORH are alternative ETFs. ISBG charges 1.14% a year and FORH 1.19%. The main difference: ISBG follows a active selection strategy; FORH uses option income.

  • ISBG follows a active selection strategy; FORH uses option income.
  • ISBG costs 0.05% less per year.
  • FORH is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • FORH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISBGFORH
Annual cost (TER)1.14%1.19%
Fund size (AUM)$5M$20M
Since20262021
Dividend yield1.73%
Asset classalternativealternative
Regionnorth america
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-49.42%-20.73%

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

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