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NATO vs FORH
Themes Transatlantic Defense ETF vs Formidable ETF
Key differences
- NATO costs 0.84% less per year.
- NATO is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- NATO is classified as equity, while FORH is alternative — different risk/return profiles.
- NATO follows a index tracking strategy; FORH uses option income.
Side-by-side comparison
| NATO | FORH | |
|---|---|---|
| Annual cost (TER) | 0.35% | 1.19% |
| Fund size (AUM) | $99M | $20M |
| Since | 2024 | 2021 |
| Dividend yield | 0.45% | 1.73% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +23.3% | +13.4% |
| CAGR 3Y | N/A | +3.9% |
| CAGR 5Y | N/A | +2.0% |
| Sharpe 3Y | N/A | 0.10 |
| Volatility 1Y | 20.70% | 15.64% |
| Max drawdown | -15.99% | -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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