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STRV vs FORH

Strive 500 ETF vs Formidable ETF

STRV

Strive 500 ETF

Annual cost

0.05%

Fund size

$1.1B

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

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

STRVFORH
Annual cost (TER)0.05%1.19%
Fund size (AUM)$1.1B$20M
Since20222021
Dividend yield1.02%1.73%
Asset classequityalternative
Regionnorth america
Strategyindex trackingoption income
CAGR 1Y+24.9%+10.7%
CAGR 3Y+22.8%+4.4%
CAGR 5YN/A+1.5%
Sharpe 3Y1.190.13
Volatility 1Y12.72%16.00%
Max drawdown-18.99%-20.73%

Similar to STRV and FORH