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PIEQ vs FORH

Principal International Equity ETF vs Formidable ETF

PIEQ

Principal International Equity ETF

Principal Funds

Annual cost

0.48%

Fund size

$1.5B

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • PIEQ costs 0.71% less per year.
  • PIEQ is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • PIEQ is classified as equity, while FORH is alternative — different risk/return profiles.
  • PIEQ follows a index tracking strategy; FORH uses option income.

Side-by-side comparison

PIEQFORH
Annual cost (TER)0.48%1.19%
Fund size (AUM)$1.5B$20M
Since20242021
Dividend yield1.22%1.73%
Asset classequityalternative
Regionglobal
Strategyindex trackingoption income
CAGR 1Y+28.5%+13.1%
CAGR 3YN/A+3.7%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.08
Volatility 1Y15.72%15.66%
Max drawdown-15.17%-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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