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WRTH vs FORH

Worth Charting Options Income ETF vs Formidable ETF

WRTH

Worth Charting Options Income ETF

Annual cost

1.02%

Fund size

$31M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

Both WRTH and FORH are alternative ETFs. WRTH charges 1.02% a year and FORH 1.19%. The main difference: WRTH costs 0.17% less per year.

  • WRTH costs 0.17% less per year.
  • FORH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WRTHFORH
Annual cost (TER)1.02%1.19%
Fund size (AUM)$31M$20M
Since20262021
Dividend yield1.73%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1YN/A+10.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.8%
Sharpe 3YN/A0.07
Volatility 1Y15.96%
Max drawdown-0.79%-20.73%

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

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