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RFFC vs FORH

ALPS Active Equity Opportunity ETF vs Formidable ETF

RFFC

ALPS Active Equity Opportunity ETF

Annual cost

0.48%

Fund size

$30M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

RFFC is an equity ETF, while FORH is an alternative ETF. RFFC charges 0.48% a year and FORH 1.19%.

  • RFFC is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
  • RFFC follows a active selection strategy; FORH uses option income.
  • RFFC costs 0.71% less per year.
  • Over the last three years, RFFC has delivered higher annualized returns.
  • RFFC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RFFCFORH
Annual cost (TER)0.48%1.19%
Fund size (AUM)$30M$20M
Since20162021
Dividend yield0.72%1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+27.7%+11.4%
CAGR 3Y+21.3%+4.1%
CAGR 5Y+12.3%+1.3%
Sharpe 3Y1.200.10
Volatility 1Y12.25%15.98%
Max drawdown-36.26%-20.73%

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

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