FORH vs IVV
Formidable ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | FORH | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.19% | 0.03% | |
| AUM | $19M | $865.2B | |
| Dividend Yield | 1.78% | 1.09% | |
| Holdings | 48 | 508 | |
| YTD Return | +3.47% | +14.50% | |
| 1Y Return | +7.14% | +22.02% | |
| 3Y Return (annualized) | +3.72% | +21.80% | |
| 5Y Return (annualized) | +1.73% | +13.37% | |
| Volatility (annualized) | 13.4% | 15.1% | |
| Max Drawdown | -20.7% | -56.5% | |
| Fund Family | Formidable Funds | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 29, 2021 | May 15, 2000 |
FORH vs IVV Performance
Formidable ETF (FORH) is a ETF from Formidable Funds and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FORH returned +7.14% while IVV returned +22.02%. Year to date, FORH is up 3.47% versus a gain of 14.50% for IVV.
Over three years, FORH compounded at +3.72% per year against +21.80% for IVV; over five years the annualized figures are +1.73% and +13.37% respectively. Across the full 5-year window we track, IVV has the edge at +7.07% annualized vs +1.73%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.4% for FORH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.7% for FORH and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FORH charges 1.19% per year while IVV charges 0.03%. On a $10,000 position that is $119 vs $3 annually, a gap of $116 per year that compounds over a long holding period. On income, FORH currently yields 1.78% against 1.09% for IVV.
Holdings Overlap
FORH and IVV share 4 holdings out of 535 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FORH or IVV?
FORH has an expense ratio of 1.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $116 per year of difference.
Which performed better, FORH or IVV?
Over the past year FORH returned +7.14% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (5 years), FORH annualized +1.73% vs +7.07% for IVV. Past performance does not guarantee future results.
Which is riskier, FORH or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 13.4% for FORH. Worst drawdown: FORH -20.7% vs IVV -56.5%.
Should I hold both FORH and IVV?
FORH and IVV have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FORH and IVV?
FORH and IVV share 4 common holdings with a 0.1% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, FORH or IVV?
FORH yields 1.78% while IVV yields 1.09%, so FORH currently pays the higher dividend yield.
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