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SHUS vs FORH

Stratified LargeCap Hedged ETF vs Formidable ETF

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both SHUS and FORH are alternative ETFs. SHUS charges 0.79% a year and FORH 1.19%. The main difference: SHUS costs 0.40% less per year.

  • SHUS costs 0.40% less per year.
  • Over the last three years, SHUS has delivered higher annualized returns.

Side-by-side comparison

SHUSFORH
Annual cost (TER)0.79%1.19%
Fund size (AUM)$24M$20M
Since20212021
Dividend yield1.27%1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+18.0%+9.5%
CAGR 3Y+10.6%+3.3%
CAGR 5YN/A+0.9%
Sharpe 3Y0.610.06
Volatility 1Y10.17%16.05%
Max drawdown-14.09%-20.73%

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

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