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LQTI vs FORH

FT Vest Investment Grade & Target Income ETF vs Formidable ETF

LQTI

FT Vest Investment Grade & Target Income ETF

Annual cost

0.65%

Fund size

$288M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both LQTI and FORH are alternative ETFs. LQTI charges 0.65% a year and FORH 1.19%. The main difference: LQTI costs 0.54% less per year.

  • LQTI costs 0.54% less per year.
  • LQTI is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LQTIFORH
Annual cost (TER)0.65%1.19%
Fund size (AUM)$288M$20M
Since20252021
Dividend yield9.06%1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+5.5%+9.5%
CAGR 3YN/A+3.3%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.06
Volatility 1Y5.16%16.05%
Max drawdown-3.41%-20.73%

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

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