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PSTR vs FORH

PeakShares Sector Rotation ETF vs Formidable ETF

PSTR

PeakShares Sector Rotation ETF

PeakShares LLC

Annual cost

1.07%

Fund size

$57M

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • PSTR costs 0.12% less per year.
  • PSTR follows a tactical allocation strategy; FORH uses option income.

Side-by-side comparison

PSTRFORH
Annual cost (TER)1.07%1.19%
Fund size (AUM)$57M$20M
Since20242021
Dividend yield4.75%1.73%
Asset classalternativealternative
Regionnorth america
Strategytactical allocationoption income
CAGR 1Y+19.3%+13.1%
CAGR 3YN/A+3.7%
CAGR 5YN/A+1.7%
Sharpe 3YN/A0.08
Volatility 1Y8.43%15.66%
Max drawdown-14.73%-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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