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ZHOG vs FORH

F/m Opportunistic Income ETF vs Formidable ETF

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

FORH

Formidable ETF

Annual cost

1.19%

Fund size

$20M

Key differences

ZHOG is a fixed income ETF, while FORH is an alternative ETF. ZHOG charges 0.43% a year and FORH 1.19%.

  • ZHOG is a fixed income fund, while FORH is an alternative fund. They carry different risk/return profiles.
  • ZHOG follows a active selection strategy; FORH uses option income.
  • ZHOG costs 0.76% less per year.

Side-by-side comparison

ZHOGFORH
Annual cost (TER)0.43%1.19%
Fund size (AUM)$46M$20M
Since20232021
Dividend yield5.61%1.73%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+5.5%+10.3%
CAGR 3YN/A+3.6%
CAGR 5YN/A+0.8%
Sharpe 3YN/A0.07
Volatility 1Y1.58%15.96%
Max drawdown-3.66%-20.73%

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

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