DFII vs FORH

Comparison between FT VEST BITCOIN STRATEGY & TARGET INCOME ETF (DFII, ETF) and FORMIDABLE ETF (FORH, ETF).

DFII vs FORH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFII(ETF)	FORH(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.85%	1.19%
Max Drawdown	56.40%	26.46%
Sharpe Ratio	-1.12	0.42
5Y Beta	1.01	0.57
P/E Ratio	N/A	110.01
Forward P/E	N/A	17.53
PEG Ratio	N/A	-0.32
P/S Ratio	N/A	1.10
P/B Ratio	N/A	2.22

Net Assets

DFII

$20M

Winner

FORH

$20M

Expense Ratio

Winner

DFII

0.85%

FORH

1.19%

Max Drawdown

DFII

56.40%

Winner

FORH

26.46%

Sharpe Ratio

DFII

-1.12

Winner

FORH

0.42

5Y Beta

DFII

1.01

Winner

FORH

0.57

P/E Ratio

DFII

N/A

FORH

110.01

Forward P/E

DFII

N/A

FORH

17.53

PEG Ratio

DFII

N/A

FORH

-0.32

P/S Ratio

DFII

N/A

FORH

1.10

P/B Ratio

DFII

N/A

FORH

2.22

DFII vs FORH - Historical Returns

Returns include dividend reinvestment.

Period	DFII	FORH
1 month	-20.30%	-0.51%
3 months	-9.91%	-0.29%
6 months	-28.61%	-0.74%
1 year	-39.47%	+9.46%
5 years(CAGR)	N/A	+0.79%
Max(CAGR)	-19.55%	+1.88%

DFII

-20.30%

Winner

FORH

-0.51%

DFII

-9.91%

Winner

FORH

-0.29%

DFII

-28.61%

Winner

FORH

-0.74%

DFII

-39.47%

Winner

FORH

+9.46%

5Y(CAGR)

DFII

N/A

FORH

+0.79%

Max(CAGR)

DFII

-19.55%

Winner

FORH

+1.88%

DFII vs FORH - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	DFII	FORH
2026	-28.34%	+2.22%
2025	+5.73%	+14.58%
2024	N/A	-7.53%
2023	N/A	-0.32%
2022	N/A	-2.34%
2021	N/A	-0.12%

DFII vs FORH Drawdown Comparison

The maximum drawdown for DFII was -50.05%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for FORH was -20.78%, occurring on Apr 8, 2025. Recovery took 858 trading sessions.

The current DFII drawdown is -47.48%. The current FORH drawdown is -8.16%.

Rank	DFII	FORH
#1	-50.05% Oct 6, 2025 - Jun 5, 2026	-20.78% Apr 20, 2022 - Sep 22, 2025
#2	-10.12% Aug 13, 2025 - Oct 6, 2025	-12.80% Oct 23, 2025 - Nov 20, 2025
#3	-8.33% Apr 4, 2025 - Apr 11, 2025	-10.50% Jun 8, 2021 - Apr 1, 2022
#4	-7.29% May 22, 2025 - Jul 9, 2025	-3.82% May 7, 2021 - Jun 1, 2021
#5	-4.57% Jul 22, 2025 - Aug 12, 2025	-2.78% Oct 15, 2025 - Oct 22, 2025
#6	-2.44% Jul 14, 2025 - Jul 22, 2025	-2.28% Oct 9, 2025 - Oct 14, 2025
#7	-2.17% May 2, 2025 - May 8, 2025	-2.06% Apr 4, 2022 - Apr 20, 2022
#8	-1.30% Apr 25, 2025 - May 1, 2025	-2.00% Sep 29, 2025 - Oct 6, 2025
#9	-1.28% May 13, 2025 - May 19, 2025	-1.24% Jun 2, 2021 - Jun 7, 2021
#10	-1.09% May 9, 2025 - May 13, 2025	-1.01% Oct 6, 2025 - Oct 8, 2025
#11	-0.82% Apr 14, 2025 - Apr 17, 2025	-0.98% May 3, 2021 - May 7, 2021
#12	-0.34% Apr 23, 2025 - Apr 25, 2025	-0.37% Sep 22, 2025 - Sep 24, 2025

Correlation

Correlation between DFII and FORH is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

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