FORH vs. FTDS
Compare and contrast key facts about Formidable ETF (FORH) and First Trust Dividend Strength ETF (FTDS).
FORH and FTDS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FORH is an actively managed fund by Formidable. It was launched on Apr 29, 2021. FTDS is a passively managed fund by First Trust that tracks the performance of the Dividend Strength Index. It was launched on Dec 5, 2006.
Performance
FORH vs. FTDS - Performance Comparison
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FORH vs. FTDS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FORH Formidable ETF | 1.07% | 16.27% | -5.63% | -0.69% | -1.64% | -0.11% |
FTDS First Trust Dividend Strength ETF | 7.34% | 13.64% | 11.12% | 11.75% | -13.54% | 6.83% |
Returns By Period
In the year-to-date period, FORH achieves a 1.07% return, which is significantly lower than FTDS's 7.34% return.
FORH
- 1D
- 1.97%
- 1M
- -4.61%
- YTD
- 1.07%
- 6M
- -3.20%
- 1Y
- 16.61%
- 3Y*
- 2.82%
- 5Y*
- —
- 10Y*
- —
FTDS
- 1D
- 0.71%
- 1M
- -2.93%
- YTD
- 7.34%
- 6M
- 9.57%
- 1Y
- 20.58%
- 3Y*
- 14.86%
- 5Y*
- 7.57%
- 10Y*
- 11.06%
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FORH vs. FTDS - Expense Ratio Comparison
FORH has a 1.19% expense ratio, which is higher than FTDS's 0.70% expense ratio.
Return for Risk
FORH vs. FTDS — Risk / Return Rank
FORH
FTDS
FORH vs. FTDS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Formidable ETF (FORH) and First Trust Dividend Strength ETF (FTDS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FORH | FTDS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.15 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.74 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 1.66 | -0.25 |
Martin ratioReturn relative to average drawdown | 3.12 | 7.46 | -4.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FORH | FTDS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.15 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.43 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.10 | 0.32 | -0.22 |
Correlation
The correlation between FORH and FTDS is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FORH vs. FTDS - Dividend Comparison
FORH's dividend yield for the trailing twelve months is around 1.81%, more than FTDS's 1.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FORH Formidable ETF | 1.81% | 1.82% | 0.00% | 3.88% | 3.72% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTDS First Trust Dividend Strength ETF | 1.64% | 1.59% | 2.05% | 2.15% | 2.31% | 0.72% | 0.99% | 1.13% | 1.14% | 0.79% | 1.24% | 0.95% |
Drawdowns
FORH vs. FTDS - Drawdown Comparison
The maximum FORH drawdown since its inception was -20.73%, smaller than the maximum FTDS drawdown of -56.53%. Use the drawdown chart below to compare losses from any high point for FORH and FTDS.
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Drawdown Indicators
| FORH | FTDS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.73% | -56.53% | +35.80% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -12.98% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.35% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.47% | — |
Current DrawdownCurrent decline from peak | -9.73% | -3.74% | -5.99% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -9.92% | +1.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 2.89% | +2.92% |
Volatility
FORH vs. FTDS - Volatility Comparison
Formidable ETF (FORH) has a higher volatility of 5.02% compared to First Trust Dividend Strength ETF (FTDS) at 2.94%. This indicates that FORH's price experiences larger fluctuations and is considered to be riskier than FTDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FORH | FTDS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 2.94% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 12.75% | 9.68% | +3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.07% | 17.99% | -0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 17.65% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.13% | 20.14% | -4.01% |