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KDVD vs FORH

Keeley Dividend ETF vs Formidable ETF

KDVD

Keeley Dividend ETF

Annual cost

0.00%

Fund size

$8M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

KDVD is an equity ETF, while FORH is an alternative ETF. KDVD charges 0.00% a year and FORH 1.19%.

  • KDVD is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
  • KDVD follows a active selection strategy; FORH uses option income.
  • KDVD costs 1.19% less per year.

Side-by-side comparison

KDVDFORH
Annual cost (TER)0.00%1.19%
Fund size (AUM)$8M$20M
Since20252021
Dividend yield1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1YN/A+10.7%
CAGR 3YN/A+4.4%
CAGR 5YN/A+1.5%
Sharpe 3YN/A0.13
Volatility 1Y16.00%
Max drawdown-10.98%-20.73%

Similar to KDVD and FORH