Screener
STXG vs FORH
Strive 1000 Growth ETF vs Formidable ETF
Key differences
STXG is an equity ETF, while FORH is an alternative ETF. STXG charges 0.18% a year and FORH 1.19%.
- STXG is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
- STXG follows a index tracking strategy; FORH uses option income.
- STXG costs 1.01% less per year.
- STXG is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, STXG has delivered higher annualized returns.
Side-by-side comparison
| STXG | FORH | |
|---|---|---|
| Annual cost (TER) | 0.18% | 1.19% |
| Fund size (AUM) | $152M | $20M |
| Since | 2022 | 2021 |
| Dividend yield | 0.46% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +23.6% | +10.7% |
| CAGR 3Y | +23.5% | +4.4% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | 1.09 | 0.13 |
| Volatility 1Y | 14.79% | 16.00% |
| Max drawdown | -21.22% | -20.73% |
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