Screener
VOTE vs FORH
TCW Transform 500 ETF vs Formidable ETF
Key differences
VOTE is an equity ETF, while FORH is an alternative ETF. VOTE charges 0.05% a year and FORH 1.19%.
- VOTE is an equity fund, while FORH is an alternative fund. They carry different risk/return profiles.
- VOTE follows a index tracking strategy; FORH uses option income.
- VOTE costs 1.14% less per year.
- VOTE is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
Side-by-side comparison
| VOTE | FORH | |
|---|---|---|
| Annual cost (TER) | 0.05% | 1.19% |
| Fund size (AUM) | $1.1B | $20M |
| Since | 2021 | 2021 |
| Dividend yield | 0.89% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +26.1% | +11.4% |
| CAGR 3Y | +22.6% | +4.1% |
| CAGR 5Y | N/A | +1.3% |
| Sharpe 3Y | 1.19 | 0.10 |
| Volatility 1Y | 12.40% | 15.98% |
| Max drawdown | -25.70% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.