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SGRT vs FORH

SMART Earnings Growth 30 ETF vs Formidable ETF

SGRT

SMART Earnings Growth 30 ETF

Annual cost

Fund size

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • SGRT is classified as equity, while FORH is alternative — different risk/return profiles.
  • SGRT follows a active selection strategy; FORH uses option income.

Side-by-side comparison

SGRTFORH
Annual cost (TER)1.19%
Fund size (AUM)$20M
Since2021
Dividend yield1.73%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1YN/A+13.4%
CAGR 3YN/A+3.9%
CAGR 5YN/A+2.0%
Sharpe 3YN/A0.10
Volatility 1Y15.64%
Max drawdown-17.87%-20.73%

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

Similar to SGRT and FORH