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ZHOG vs WDTE

F/m Opportunistic Income ETF vs Defiance S&P 500 Target 30 Weekly Distribution ETF

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

WDTE

Defiance S&P 500 Target 30 Weekly Distribution ETF

Annual cost

1.03%

Fund size

$67M

Key differences

ZHOG is a fixed income ETF, while WDTE is an alternative ETF. ZHOG charges 0.43% a year and WDTE 1.03%.

  • ZHOG is a fixed income fund, while WDTE is an alternative fund. They carry different risk/return profiles.
  • ZHOG follows a active selection strategy; WDTE uses option income.
  • ZHOG costs 0.60% less per year.

Side-by-side comparison

ZHOGWDTE
Annual cost (TER)0.43%1.03%
Fund size (AUM)$46M$67M
Since20232023
Dividend yield5.61%31.85%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+5.2%+20.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.59%10.52%
Max drawdown-3.66%-15.84%

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

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