FORH vs IVV
Formidable ETF vs iShares Core S&P 500 ETF
Which is better, FORH or IVV?
Mid Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FORH | IVV |
|---|---|---|
| Expense Ratio | 1.19% | 0.03%Best |
| AUM | $20M | $886.7B |
| Dividend Yield | 1.83% | 1.10% |
| Holdings | 63 | 508 |
| YTD Return | +2.01% | +13.86%Best |
| 1Y Return | +6.48% | +21.57%Best |
| 3Y Return (annualized) | +3.85% | +21.48%Best |
| 5Y Return (annualized) | +1.29% | +12.88%Best |
| Volatility (annualized) | 13.2%Best | 15.3% |
| Max Drawdown | -20.7%Best | -24.5% |
| $10,000 over 5 years | $10,662 | $18,327Best |
| Fund Family | Formidable Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Apr 29, 2021 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 30, 2021 to Sep 3, 2026 (5.3 years).
FORH vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.3 years both funds cover.
FORH vs IVV Performance
Formidable ETF (FORH) is an ETF from Formidable Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year FORH returned +6.48% while IVV returned +21.57%. Year to date, FORH is up 2.01% versus a gain of 13.86% for IVV.
Over three years, FORH compounded at +3.85% per year against +21.48% for IVV; over five years the annualized figures are +1.29% and +12.88% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 13.2% 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 -24.5% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
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 1.83% against 1.10% for IVV.
Holdings Overlap
At least 0.2% of IVV's money is in holdings FORH also owns.
Stated as a floor: for FORH, our book for it covers 83.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
6 positions in common, counted across the 36 positions we hold weights for in FORH and 505 in IVV, against full books of 63 and 508.
Top Shared Holdings
You are not choosing between two funds in isolation.
Whichever of FORH and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $116 a year on a $10,000 investment.
Which performed better, FORH or IVV?
Over the past year FORH returned +6.48% vs +21.57% for IVV, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FORH or IVV?
IVV has been the more volatile fund at 15.3% annualized versus 13.2% for FORH. Worst drawdown: FORH -20.7% vs IVV -24.5%.
Should I hold both FORH and IVV?
FORH and IVV have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FORH or IVV?
FORH yields 1.83% while IVV yields 1.10%, so FORH currently pays the higher dividend yield.
Is IVV better than FORH?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.