Screener
LALT vs FORH
First Trust Multi-Strategy Alternative ETF vs Formidable ETF
Key differences
Both LALT and FORH are alternative ETFs. LALT charges 1.18% a year and FORH 1.19%. The main difference: LALT follows a multi strategy strategy; FORH uses option income.
- LALT follows a multi strategy strategy; FORH uses option income.
- LALT is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LALT has delivered higher annualized returns.
Side-by-side comparison
| LALT | FORH | |
|---|---|---|
| Annual cost (TER) | 1.18% | 1.19% |
| Fund size (AUM) | $65M | $20M |
| Since | 2023 | 2021 |
| Dividend yield | 3.68% | 1.73% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | multi strategy | option income |
| CAGR 1Y | +19.2% | +9.5% |
| CAGR 3Y | +10.1% | +3.3% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | 1.04 | 0.06 |
| Volatility 1Y | 7.01% | 16.05% |
| Max drawdown | -6.96% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.