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KEAT vs FORH

Keating Active ETF vs Formidable ETF

KEAT

Keating Active ETF

Keating Investment Counselors Inc

Annual cost

0.85%

Fund size

$120M

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • KEAT costs 0.34% less per year.
  • KEAT is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • KEAT is classified as equity, while FORH is alternative — different risk/return profiles.
  • KEAT follows a active selection strategy; FORH uses option income.

Side-by-side comparison

KEATFORH
Annual cost (TER)0.85%1.19%
Fund size (AUM)$120M$20M
Since20242021
Dividend yield2.20%1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+28.9%+13.1%
CAGR 3YN/A+3.7%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.08
Volatility 1Y10.23%15.66%
Max drawdown-7.45%-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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