FORH vs VYM
Formidable ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | FORH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.19% | 0.04% | |
| AUM | $19M | $79.0B | |
| Dividend Yield | 1.78% | 2.86% | |
| Holdings | 48 | 568 | |
| YTD Return | +4.10% | +16.53% | |
| 1Y Return | +8.45% | +25.03% | |
| 3Y Return (annualized) | +3.94% | +18.54% | |
| 5Y Return (annualized) | +1.81% | +12.25% | |
| Volatility (annualized) | 13.4% | 14.6% | |
| Max Drawdown | -20.7% | -58.8% | |
| Fund Family | Formidable Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 29, 2021 | Nov 10, 2006 |
FORH vs VYM Performance
Formidable ETF (FORH) is a ETF from Formidable Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FORH returned +8.45% while VYM returned +25.03%. Year to date, FORH is up 4.10% versus a gain of 16.53% for VYM.
Over three years, FORH compounded at +3.94% per year against +18.54% for VYM; over five years the annualized figures are +1.81% and +12.25% respectively. Across the full 5-year window we track, VYM has the edge at +7.10% annualized vs +1.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FORH charges 1.19% per year while VYM charges 0.04%. On a $10,000 position that is $119 vs $4 annually, a gap of $115 per year that compounds over a long holding period. On income, FORH currently yields 1.78% against 2.86% for VYM.
Holdings Overlap
FORH and VYM share 4 holdings out of 588 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 VYM?
FORH has an expense ratio of 1.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $115 per year of difference.
Which performed better, FORH or VYM?
Over the past year FORH returned +8.45% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), FORH annualized +1.85% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, FORH or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.4% for FORH. Worst drawdown: FORH -20.7% vs VYM -58.8%.
Should I hold both FORH and VYM?
FORH and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FORH and VYM?
FORH and VYM share 4 common holdings with a 0.1% weight overlap. Combined, they hold 588 unique securities.
Which pays a higher dividend, FORH or VYM?
FORH yields 1.78% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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