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TMFC vs FORH

Motley Fool 100 Index ETF vs Formidable ETF

TMFC

Motley Fool 100 Index ETF

Motley Fool

Annual cost

0.50%

Fund size

$2.0B

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • TMFC costs 0.69% less per year.
  • TMFC is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • TMFC is classified as equity, while FORH is alternative — different risk/return profiles.
  • TMFC follows a index tracking strategy; FORH uses option income.
  • Over the last 3 years, TMFC has delivered higher annualized returns.

Side-by-side comparison

TMFCFORH
Annual cost (TER)0.50%1.19%
Fund size (AUM)$2.0B$20M
Since20182021
Dividend yield0.14%1.73%
Asset classequityalternative
Regionnorth america
Strategyindex trackingoption income
CAGR 1Y+28.7%+13.1%
CAGR 3Y+28.4%+3.7%
CAGR 5Y+16.5%+1.7%
Sharpe 3Y1.310.08
Volatility 1Y13.72%15.66%
Max drawdown-33.06%-20.73%

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

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