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LRGC vs FORH

AB US Large Cap Strategic Equities ETF vs Formidable ETF

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • LRGC costs 0.80% less per year.
  • LRGC is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • LRGC is classified as equity, while FORH is alternative — different risk/return profiles.
  • LRGC follows a active selection strategy; FORH uses option income.

Side-by-side comparison

LRGCFORH
Annual cost (TER)0.39%1.19%
Fund size (AUM)$1.2B$20M
Since20232021
Dividend yield0.55%1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+25.3%+13.1%
CAGR 3YN/A+3.7%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.08
Volatility 1Y12.03%15.66%
Max drawdown-19.38%-20.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LRGC and FORH