Screener
LQ vs FORH
Simplify Tax Aware Alternatives ETF vs Formidable ETF
Key differences
- LQ costs 1.04% less per year.
- LQ is classified as equity, while FORH is alternative — different risk/return profiles.
- LQ follows a active selection strategy; FORH uses option income.
- FORH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LQ | FORH | |
|---|---|---|
| Annual cost (TER) | 0.15% | 1.19% |
| Fund size (AUM) | — | $20M |
| Since | 2026 | 2021 |
| Dividend yield | — | 1.73% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | active selection | option income |
| CAGR 1Y | N/A | +13.4% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | N/A | 0.10 |
| Volatility 1Y | — | 15.64% |
| Max drawdown | -2.82% | -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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