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STRV vs FORH
Strive 500 ETF vs Formidable ETF
Key differences
STRV is an equity ETF, while FORH is an alternative ETF. STRV charges 0.05% a year and FORH 1.19%.
- STRV is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
- STRV follows a index tracking strategy; FORH uses option income.
- STRV costs 1.14% less per year.
- STRV is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, STRV has delivered higher annualized returns.
Side-by-side comparison
| STRV | FORH | |
|---|---|---|
| Annual cost (TER) | 0.05% | 1.19% |
| Fund size (AUM) | $1.1B | $20M |
| Since | 2022 | 2021 |
| Dividend yield | 1.02% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +24.9% | +10.7% |
| CAGR 3Y | +22.8% | +4.4% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | 1.19 | 0.13 |
| Volatility 1Y | 12.72% | 16.00% |
| Max drawdown | -18.99% | -20.73% |
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