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YJUN vs FORH

FT Vest International Equity Moderate Buffer ETF – June vs Formidable ETF

YJUN

FT Vest International Equity Moderate Buffer ETF – June

First Trust

Annual cost

0.90%

Fund size

$131M

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • YJUN costs 0.29% less per year.
  • YJUN is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • YJUN follows a structured outcome strategy; FORH uses option income.
  • Over the last 3 years, YJUN has delivered higher annualized returns.

Side-by-side comparison

YJUNFORH
Annual cost (TER)0.90%1.19%
Fund size (AUM)$131M$20M
Since20212021
Dividend yield0.00%1.73%
Asset classalternativealternative
Regionglobal
Strategystructured outcomeoption income
CAGR 1Y+11.2%+13.4%
CAGR 3Y+9.4%+3.9%
CAGR 5YN/A+2.0%
Sharpe 3Y0.630.10
Volatility 1Y6.88%15.64%
Max drawdown-21.53%-20.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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