FORH vs LOWV
Formidable ETF vs AB US Low Volatility Equity ETF
Which is better, FORH or LOWV?
LOWV has been ahead.
LOWV has a lower expense ratio. LOWV 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 | FORH | LOWV |
|---|---|---|
| Expense Ratio | 1.19% | 0.39%Best |
| AUM | $19M | $206M |
| Dividend Yield | 1.86% | 0.87% |
| Holdings | 129 | 71 |
| YTD Return | -2.55% | +8.98%Best |
| 1Y Return | -13.00% | +9.29%Best |
| 3Y Return (annualized) | +3.48% | +16.12%Best |
| 5Y Return (annualized) | +0.76% | - |
| Volatility (annualized) | 13.3% | 9.7%Best |
| Max Drawdown | -19.4% | -13.9%Best |
| $10,000 over 3.6 years | $10,446 | $17,794Best |
| Fund Family | Formidable Funds | AllianceBernstein L.P. |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Apr 29, 2021 | Mar 22, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Mar 22, 2023 to Oct 14, 2026 (3.6 years).
FORH vs LOWV 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 3.6 years both funds cover.
FORH vs LOWV Performance
Formidable ETF (FORH) is an ETF from Formidable Funds and AB US Low Volatility Equity ETF (LOWV) is an ETF from AllianceBernstein L.P.. Over the past year FORH returned -13.00% while LOWV returned +9.29%. Year to date, FORH is down 2.55% versus a gain of 8.98% for LOWV.
Over three years, FORH compounded at +3.48% per year against +16.12% for LOWV. Across the full 4-year window we track, LOWV has the edge at +17.36% annualized vs +1.22%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FORH has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 9.7% for LOWV. 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 -19.4% for FORH and -13.9% for LOWV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FORH charges 1.19% per year while LOWV charges 0.39%. On a $10,000 position that is $119 vs $39 annually, a gap of $80 per year that compounds over a long holding period. On income, FORH currently yields 1.86% against 0.87% for LOWV.
Holdings Overlap
We hold position weights for 38 holdings in FORH and 68 in LOWV, totalling 83.6% and 99.4% 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 38 positions we hold weights for in FORH and 68 in LOWV, against full books of 129 and 71.
You are not choosing between two funds in isolation.
Whichever of FORH and LOWV 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 LOWV?
FORH has an expense ratio of 1.19% while LOWV charges 0.39%. LOWV is the cheaper option, by $80 a year on a $10,000 investment.
Which performed better, FORH or LOWV?
Over the past year FORH returned -13.00% vs +9.29% for LOWV, so LOWV leads on 1-year performance. Over the longest common window we track (4 years), FORH annualized +1.22% vs +17.36% for LOWV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FORH or LOWV?
FORH has been the more volatile fund at 13.3% annualized versus 9.7% for LOWV. Worst drawdown: FORH -19.4% vs LOWV -13.9%.
Should I hold both FORH and LOWV?
FORH and LOWV have a monthly-return correlation of 0.52, 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 LOWV?
FORH yields 1.86% while LOWV yields 0.87%, so FORH currently pays the higher dividend yield.
Is LOWV better than FORH?
LOWV has a lower expense ratio. LOWV 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.