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VSLU vs FORH
Applied Finance Valuation Large Cap US ETF vs Formidable ETF
Key differences
- VSLU costs 0.70% less per year.
- VSLU is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- VSLU is classified as equity, while FORH is alternative — different risk/return profiles.
- VSLU follows a index tracking strategy; FORH uses option income.
- Over the last 3 years, VSLU has delivered higher annualized returns.
Side-by-side comparison
| VSLU | FORH | |
|---|---|---|
| Annual cost (TER) | 0.49% | 1.19% |
| Fund size (AUM) | $496M | $20M |
| Since | 2021 | 2021 |
| Dividend yield | 0.45% | 1.73% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +29.3% | +13.4% |
| CAGR 3Y | +22.4% | +3.9% |
| CAGR 5Y | +14.5% | +2.0% |
| Sharpe 3Y | 1.24 | 0.10 |
| Volatility 1Y | 12.58% | 15.64% |
| Max drawdown | -23.86% | -20.73% |
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