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ISSB vs FORH

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF vs Formidable ETF

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both ISSB and FORH are alternative ETFs. ISSB charges 1.14% a year and FORH 1.19%. The main difference: ISSB costs 0.05% less per year.

  • ISSB costs 0.05% less per year.
  • FORH is much larger than ISSB. 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

ISSBFORH
Annual cost (TER)1.14%1.19%
Fund size (AUM)$2M$20M
Since20262021
Dividend yield1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1YN/A+9.5%
CAGR 3YN/A+3.3%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.06
Volatility 1Y16.05%
Max drawdown-30.75%-20.73%

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

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