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USOY vs FORH

Defiance Oil Enhanced Options Income ETF vs Formidable ETF

USOY

Defiance Oil Enhanced Options Income ETF

Annual cost

1.12%

Fund size

$62M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both USOY and FORH are alternative ETFs. USOY charges 1.12% a year and FORH 1.19%. The main difference: USOY costs 0.07% less per year.

  • USOY costs 0.07% less per year.
  • USOY is much larger than FORH. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

USOYFORH
Annual cost (TER)1.12%1.19%
Fund size (AUM)$62M$20M
Since20242021
Dividend yield66.64%1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+41.7%+9.5%
CAGR 3YN/A+3.3%
CAGR 5YN/A+0.9%
Sharpe 3YN/A0.06
Volatility 1Y31.14%16.05%
Max drawdown-17.46%-20.73%

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

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