FORH vs FBUF
Comparison between FORMIDABLE ETF (FORH, ETF) and Fidelity Dynamic Buffered Equity ETF (FBUF, ETF).
FORH vs FBUF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FORH
$20M
FBUF
$20M
Expense Ratio
FORH
1.19%
Winner
FBUF
0.48%
Max Drawdown
FORH
26.46%
Winner
FBUF
11.28%
Sharpe Ratio
FORH
0.42
Winner
FBUF
1.55
5Y Beta
FORH
0.57
Winner
FBUF
0.56
P/E Ratio
FORH
110.01
Winner
FBUF
25.93
Forward P/E
Winner
FORH
17.53
FBUF
20.53
PEG Ratio
Winner
FORH
-0.32
FBUF
0.25
5Y EPS CAGR
FORH
N/A
FBUF
28.85%
Debt to Equity
FORH
N/A
FBUF
49.16%
P/S Ratio
Winner
FORH
1.10
FBUF
3.60
P/B Ratio
Winner
FORH
2.22
FBUF
5.54
FORH vs FBUF - Holdings Comparison
FORH and FBUF have 2 common holdings. Overlap is -0.08%
FORH's top 25 holdings weight is 71.59%. FBUF's top 25 holdings weight is 58.77%.
| Rank | FORH | FBUF |
|---|---|---|
| #1 | ACACIA RESEARCH CORP (ACTG) - 10.80% | NVIDIA CORP (NVDA) - 8.41% |
| #2 | ROYALTY PHARMA PLC CLASS A (RPRX) - 4.65% | APPLE INC (AAPL) - 7.39% |
| #3 | PAN AMERICAN SILVER CORP (n/a) - 4.13% | MICROSOFT CORP (MSFT) - 4.61% |
| #4 | BROOKFIELD INFRASTRUCTURE PARTNERS LP (n/a) - 3.99% | AMAZON.COM INC (AMZN) - 4.24% |
| #5 | ROYAL GOLD INC (RGLD) - 3.57% | ALPHABET INC CLASS A (GOOGL) - 3.92% |
| #6 | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 3.23% | BROADCOM INC (AVGO) - 3.56% |
| #7 | FLUX POWER HOLDINGS INC (FLUX) - 2.96% | FIDELITY CASH CENTRAL FUND (n/a) - 3.08% |
| #8 | GENERAC HOLDINGS INC (GNRC) - 2.72% | ALPHABET INC CLASS C (GOOG) - 2.60% |
| #9 | CORCEPT THERAPEUTICS INC (CORT) - 2.72% | META PLATFORMS INC CLASS A (META) - 2.43% |
| #10 | GENPACT LTD (G) - 2.50% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.87% |
| #11 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.41% | JPMORGAN CHASE & CO (JPM) - 1.77% |
| #12 | POWER SOLUTIONS INTERNATIONAL INC (PSIX) - 2.27% | MICRON TECHNOLOGY INC (MU) - 1.71% |
| #13 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 2.26% | ELI LILLY AND CO (LLY) - 1.55% |
| #14 | EPR PROPERTIES (EPR) - 2.22% | TESLA INC (TSLA) - 1.33% |
| #15 | NOMAD FOODS LTD (NOMD) - 2.20% | MASTERCARD INC CLASS A (MA) - 1.08% |
| #16 | LITHIUM ARGENTINA AG (LAR) - 2.13% | EXXON MOBIL CORP (XOM) - 1.08% |
| #17 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.08% | GE AEROSPACE (GE) - 1.06% |
| #18 | ATOUR LIFESTYLE HOLDINGS LTD ADR (ATAT) - 1.94% | CISCO SYSTEMS INC (CSCO) - 1.03% |
| #19 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.91% | ABBVIE INC (ABBV) - 0.99% |
| #20 | PATRIA INVESTMENTS LTD ORDINARY SHARES CLASS A (PAX) - 1.90% | MORGAN STANLEY (MS) - 0.90% |
| #21 | CORECIVIC INC (CXW) - 1.88% | LINDE PLC (LIN) - 0.88% |
| #22 | ITRON INC (ITRI) - 1.83% | INTEL CORP (INTC) - 0.88% |
| #23 | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.81% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #24 | AMENTUM HOLDINGS INC (AMTM) - 1.74% | WALMART INC (WMT) - 0.77% |
| #25 | GLOBAL PAYMENTS INC (GPN) - 1.74% | AMPHENOL CORP CLASS A (APH) - 0.75% |
| Total Holdings | 59 | 166 |
FORH vs FBUF - Historical Returns
Returns include dividend reinvestment.
1M
FORH
-0.51%
Winner
FBUF
+0.62%
3M
FORH
-0.29%
Winner
FBUF
+4.68%
6M
FORH
-0.74%
Winner
FBUF
+4.57%
1Y
FORH
+9.46%
Winner
FBUF
+16.95%
5Y(CAGR)
FORH
+0.79%
FBUF
N/A
Max(CAGR)
FORH
+1.88%
Winner
FBUF
+13.01%
FORH vs FBUF - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FORH | FBUF |
|---|---|---|
| 2026 | +2.22% | +3.84% |
| 2025 | +14.58% | +14.10% |
| 2024 | -7.53% | +10.12% |
| 2023 | -0.32% | N/A |
| 2022 | -2.34% | N/A |
| 2021 | -0.12% | N/A |
FORH vs FBUF Drawdown Comparison
The maximum drawdown for FORH was -20.78%, occurring on Apr 8, 2025. Recovery took 858 trading sessions.
The maximum drawdown for FBUF was -11.09%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current FORH drawdown is -8.16%. The current FBUF drawdown is -1.63%.
| Rank | FORH | FBUF |
|---|---|---|
| #1 | -20.78% Apr 20, 2022 - Sep 22, 2025 | -11.09% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -12.80% Oct 23, 2025 - Nov 20, 2025 | -5.61% Feb 2, 2026 - Apr 30, 2026 |
| #3 | -10.50% Jun 8, 2021 - Apr 1, 2022 | -4.66% Jul 16, 2024 - Aug 27, 2024 |
| #4 | -3.82% May 7, 2021 - Jun 1, 2021 | -3.43% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -2.78% Oct 15, 2025 - Oct 22, 2025 | -3.31% Nov 12, 2025 - Dec 3, 2025 |
| #6 | -2.28% Oct 9, 2025 - Oct 14, 2025 | -2.80% Dec 6, 2024 - Feb 14, 2025 |
| #7 | -2.06% Apr 4, 2022 - Apr 20, 2022 | -2.64% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -2.00% Sep 29, 2025 - Oct 6, 2025 | -2.52% Apr 11, 2024 - May 14, 2024 |
| #9 | -1.24% Jun 2, 2021 - Jun 7, 2021 | -2.16% Oct 6, 2025 - Oct 20, 2025 |
| #10 | -1.01% Oct 6, 2025 - Oct 8, 2025 | -1.92% Jan 9, 2026 - Jan 26, 2026 |
| #11 | -0.98% May 3, 2021 - May 7, 2021 | -1.68% Dec 11, 2025 - Dec 22, 2025 |
| #12 | -0.37% Sep 22, 2025 - Sep 24, 2025 | -1.51% Nov 11, 2024 - Nov 26, 2024 |
| #13 | N/A | -1.36% Nov 3, 2025 - Nov 11, 2025 |
| #14 | N/A | -1.32% Jul 28, 2025 - Aug 6, 2025 |
| #15 | N/A | -1.16% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between FORH and FBUF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2021 - 2026)
FORH vs FBUF dividend yield comparison.
| Year | FORH | FBUF |
|---|---|---|
| 2026 | 0.00% | 0.19% |
| 2025 | 1.82% | 0.64% |
| 2024 | 0.00% | 0.54% |
| 2023 | 3.88% | 0.00% |
| 2022 | 3.72% | 0.00% |
| 2021 | 0.69% | 0.00% |
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