FORH vs VOO
Formidable ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FORH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.19% | 0.03% | |
| AUM | $19M | $979.0B | |
| Dividend Yield | 1.78% | 1.09% | |
| Holdings | 48 | 509 | |
| YTD Return | +3.47% | +14.48% | |
| 1Y Return | +7.14% | +22.02% | |
| 3Y Return (annualized) | +3.72% | +21.80% | |
| 5Y Return (annualized) | +1.73% | +13.36% | |
| Volatility (annualized) | 13.4% | 14.2% | |
| Max Drawdown | -20.7% | -34.3% | |
| Fund Family | Formidable Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 29, 2021 | Sep 7, 2010 |
FORH vs VOO Performance
Formidable ETF (FORH) is a ETF from Formidable Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year FORH returned +7.14% while VOO returned +22.02%. Year to date, FORH is up 3.47% versus a gain of 14.48% for VOO.
Over three years, FORH compounded at +3.72% per year against +21.80% for VOO; over five years the annualized figures are +1.73% and +13.36% respectively. Across the full 5-year window we track, VOO has the edge at +13.61% annualized vs +1.73%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% 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 -34.3% for VOO. 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 VOO 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 VOO.
Holdings Overlap
FORH and VOO 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 VOO?
FORH has an expense ratio of 1.19% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $116 per year of difference.
Which performed better, FORH or VOO?
Over the past year FORH returned +7.14% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), FORH annualized +1.73% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, FORH or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.4% for FORH. Worst drawdown: FORH -20.7% vs VOO -34.3%.
Should I hold both FORH and VOO?
FORH and VOO 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 VOO?
FORH and VOO share 4 common holdings with a 0.1% weight overlap. Combined, they hold 535 unique securities.
Which pays a higher dividend, FORH or VOO?
FORH yields 1.78% while VOO yields 1.09%, so FORH currently pays the higher dividend yield.
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