Screener
XV vs FORH
Simplify Target 15 Distribution ETF vs Formidable ETF
Key differences
Both XV and FORH are alternative ETFs. XV charges 0.75% a year and FORH 1.19%. The main difference: XV costs 0.44% less per year.
- XV costs 0.44% less per year.
Side-by-side comparison
| XV | FORH | |
|---|---|---|
| Annual cost (TER) | 0.75% | 1.19% |
| Fund size (AUM) | $61M | $20M |
| Since | 2025 | 2021 |
| Dividend yield | 13.46% | 1.73% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | option income | option income |
| CAGR 1Y | +12.3% | +10.3% |
| CAGR 3Y | N/A | +3.6% |
| CAGR 5Y | N/A | +0.8% |
| Sharpe 3Y | N/A | 0.07 |
| Volatility 1Y | 9.32% | 15.96% |
| Max drawdown | -5.73% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.