BWTG vs FORH
Brendan Wood TopGun ETF vs Formidable ETF
Which is better, BWTG or FORH?
BWTG has been ahead.
BWTG has a lower expense ratio. BWTG led over 1Y, 3Y 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 | BWTG | FORH |
|---|---|---|
| Expense Ratio | 0.95%Best | 1.19% |
| AUM | $21M | $19M |
| Dividend Yield | 0.33% | 1.86% |
| Holdings | 42 | 129 |
| YTD Return | +5.61%Best | -2.55% |
| 1Y Return | +10.02%Best | -13.00% |
| 3Y Return (annualized) | +19.00%Best | +3.48% |
| 5Y Return (annualized) | - | +0.76% |
| Volatility (annualized) | 11.8%Best | 13.4% |
| Max Drawdown | -13.2%Best | -19.4% |
| $10,000 over 2.9 years | $16,561Best | $11,406 |
| Fund Family | Brendan Wood TopGun | Formidable Funds |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 9, 2023 | Apr 29, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 9, 2023 to Oct 14, 2026 (2.9 years).
BWTG vs FORH 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 2.9 years both funds cover.
BWTG vs FORH Performance
Brendan Wood TopGun ETF (BWTG) is an ETF from Brendan Wood TopGun and Formidable ETF (FORH) is an ETF from Formidable Funds. Over the past year BWTG returned +10.02% while FORH returned -13.00%. Year to date, BWTG is up 5.61% versus a loss of 2.55% for FORH.
Over three years, BWTG compounded at +19.00% per year against +3.48% for FORH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FORH has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 11.8% for BWTG. 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 -13.2% for BWTG and -19.4% for FORH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BWTG charges 0.95% per year while FORH charges 1.19%. On a $10,000 position that is $95 vs $119 annually, a gap of $24 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 1.86% for FORH.
Holdings Overlap
We hold position weights for 20 holdings in BWTG and 38 in FORH, totalling 99.2% and 83.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 20 positions we hold weights for in BWTG and 38 in FORH, against full books of 42 and 129.
You are not choosing between two funds in isolation.
Whichever of BWTG and FORH 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, BWTG or FORH?
BWTG has an expense ratio of 0.95% while FORH charges 1.19%. BWTG is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, BWTG or FORH?
Over the past year BWTG returned +10.02% vs -13.00% for FORH, so BWTG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWTG or FORH?
FORH has been the more volatile fund at 13.4% annualized versus 11.8% for BWTG. Worst drawdown: BWTG -13.2% vs FORH -19.4%.
Should I hold both BWTG and FORH?
BWTG and FORH have a monthly-return correlation of 0.44, 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, BWTG or FORH?
BWTG yields 0.33% while FORH yields 1.86%, so FORH currently pays the higher dividend yield.
Is FORH better than BWTG?
BWTG has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.