FORHFormidable ETF
Seeks long-term capital appreciation.
By Formidable Funds · Launched 2021
1.19%
#5,230 of 5,562 · expensive
$20M
#4,346 of 5,562 · small
1.73%
5 years
#2,366 of 5,562 · seasoned
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundAsset class
AlternativeStrategy
Active selection
What it actually holds
By weightConcentration
Top 10 holdings = 49.3% of fundmoderately concentrated
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Where to buy
Listing
- Exchange
- NYSE Arca, Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Invests primarily in equity securities, including common stocks, preferred stocks, and REITs. Employs a combination of top-down and bottom-up research to identify investment themes and market inefficiencies, focusing on companies across all sectors and market capitalizations, both domestically and internationally.
- Inception date
- April 29, 2021
- Fund family
- Formidable Funds
Similar ETFs
Closest matches by profileOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
Covered call ETF — yield ≠ total return
The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.
Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
Why we flagged this: strategy=option_income + option_income_strategy
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
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Data updated on 2026-06-19