FORH vs SCAP
Comparison between FORMIDABLE ETF (FORH, ETF) and INFRASTRUCTURE CAPITAL SMALL CAP INCOME ETF (SCAP, ETF).
FORH vs SCAP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FORH
$20M
Winner
SCAP
$20M
Expense Ratio
Winner
FORH
1.19%
SCAP
2.20%
Max Drawdown
Winner
FORH
26.46%
SCAP
26.61%
Sharpe Ratio
FORH
0.42
Winner
SCAP
1.39
5Y Beta
Winner
FORH
0.57
SCAP
0.91
P/E Ratio
FORH
110.01
Winner
SCAP
22.80
Forward P/E
FORH
17.53
Winner
SCAP
12.70
PEG Ratio
FORH
-0.32
SCAP
N/A
5Y EPS CAGR
FORH
N/A
SCAP
19.34%
P/S Ratio
FORH
1.10
Winner
SCAP
0.83
P/B Ratio
FORH
2.22
Winner
SCAP
2.07
FORH vs SCAP - Holdings Comparison
FORH and SCAP have 3 common holdings. Overlap is -19.43%
FORH's top 25 holdings weight is 71.59%. SCAP's top 25 holdings weight is 77.85%.
| Rank | FORH | SCAP |
|---|---|---|
| #1 | ACACIA RESEARCH CORP (ACTG) - 10.80% | HUDBAY MINERALS INC (n/a) - 4.31% |
| #2 | ROYALTY PHARMA PLC CLASS A (RPRX) - 4.65% | TOLL BROTHERS INC (TOL) - 4.25% |
| #3 | PAN AMERICAN SILVER CORP (n/a) - 4.13% | CECO ENVIRONMENTAL CORP (CECO) - 3.61% |
| #4 | BROOKFIELD INFRASTRUCTURE PARTNERS LP (n/a) - 3.99% | STONEX GROUP INC (SNEX) - 3.53% |
| #5 | ROYAL GOLD INC (RGLD) - 3.57% | CELSIUS HOLDINGS INC (CELH) - 3.52% |
| #6 | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 3.23% | MOOG INC CLASS A (MOG-A) - 3.44% |
| #7 | FLUX POWER HOLDINGS INC (FLUX) - 2.96% | BANK OF N.T BUTTERFIELD & SON LTD (n/a) - 3.40% |
| #8 | GENERAC HOLDINGS INC (GNRC) - 2.72% | MKS INC (MKSI) - 3.26% |
| #9 | CORCEPT THERAPEUTICS INC (CORT) - 2.72% | EAST WEST BANCORP INC (EWBC) - 3.24% |
| #10 | GENPACT LTD (G) - 2.50% | HUNTINGTON INGALLS INDUSTRIES INC (HII) - 3.18% |
| #11 | VIPER ENERGY INC ORDINARY SHARES CLASS A (VNOM) - 2.41% | HERC HOLDINGS INC (HRI) - 3.17% |
| #12 | POWER SOLUTIONS INTERNATIONAL INC (PSIX) - 2.27% | WYNN RESORTS LTD (WYNN) - 3.14% |
| #13 | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 2.26% | BRAEMAR HOTELS & RESORTS INC (BHR) - 3.13% |
| #14 | EPR PROPERTIES (EPR) - 2.22% | n/a (KKR-PRD) - 3.05% |
| #15 | NOMAD FOODS LTD (NOMD) - 2.20% | KB HOME (KBH) - 2.98% |
| #16 | LITHIUM ARGENTINA AG (LAR) - 2.13% | OTTER TAIL CORP (OTTR) - 2.90% |
| #17 | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 2.08% | SANMINA CORP (SANM) - 2.86% |
| #18 | ATOUR LIFESTYLE HOLDINGS LTD ADR (ATAT) - 1.94% | HALOZYME THERAPEUTICS INC (HALO) - 2.78% |
| #19 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.91% | CHORD ENERGY CORP ORDINARY SHARES NEW (CHRD) - 2.74% |
| #20 | PATRIA INVESTMENTS LTD ORDINARY SHARES CLASS A (PAX) - 1.90% | GENERAC HOLDINGS INC (GNRC) - 2.73% |
| #21 | CORECIVIC INC (CXW) - 1.88% | US DOLLARS (n/a) - 2.65% |
| #22 | ITRON INC (ITRI) - 1.83% | STANDARDAERO INC (SARO) - 2.57% |
| #23 | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.81% | NORTHWESTERN ENERGY GROUP INC (NWE) - 2.48% |
| #24 | AMENTUM HOLDINGS INC (AMTM) - 1.74% | ORACLE CORP. 6.5% (ORCL-PRD) - 2.47% |
| #25 | GLOBAL PAYMENTS INC (GPN) - 1.74% | AVIENT CORP (AVNT) - 2.46% |
| Total Holdings | 59 | 116 |
FORH vs SCAP - Historical Returns
Returns include dividend reinvestment.
1M
FORH
-0.51%
Winner
SCAP
+4.30%
3M
FORH
-0.29%
Winner
SCAP
+15.80%
6M
FORH
-0.74%
Winner
SCAP
+11.33%
1Y
FORH
+9.46%
Winner
SCAP
+28.71%
5Y(CAGR)
FORH
+0.79%
SCAP
N/A
Max(CAGR)
FORH
+1.88%
Winner
SCAP
+19.62%
FORH vs SCAP - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | FORH | SCAP |
|---|---|---|
| 2026 | +2.22% | +11.51% |
| 2025 | +14.58% | +11.94% |
| 2024 | -7.53% | +16.63% |
| 2023 | -0.32% | +6.21% |
| 2022 | -2.34% | N/A |
| 2021 | -0.12% | N/A |
FORH vs SCAP Drawdown Comparison
The maximum drawdown for FORH was -20.78%, occurring on Apr 8, 2025. Recovery took 858 trading sessions.
The maximum drawdown for SCAP was -24.10%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.
The current FORH drawdown is -8.16%.
| Rank | FORH | SCAP |
|---|---|---|
| #1 | -20.78% Apr 20, 2022 - Sep 22, 2025 | -24.10% Nov 25, 2024 - Sep 11, 2025 |
| #2 | -12.80% Oct 23, 2025 - Nov 20, 2025 | -11.55% Feb 10, 2026 - May 5, 2026 |
| #3 | -10.50% Jun 8, 2021 - Apr 1, 2022 | -9.01% Jul 31, 2024 - Sep 19, 2024 |
| #4 | -3.82% May 7, 2021 - Jun 1, 2021 | -7.46% Sep 18, 2025 - Nov 28, 2025 |
| #5 | -2.78% Oct 15, 2025 - Oct 22, 2025 | -6.92% Mar 28, 2024 - May 14, 2024 |
| #6 | -2.28% Oct 9, 2025 - Oct 14, 2025 | -4.83% May 15, 2024 - Jul 11, 2024 |
| #7 | -2.06% Apr 4, 2022 - Apr 20, 2022 | -4.63% May 8, 2026 - May 28, 2026 |
| #8 | -2.00% Sep 29, 2025 - Oct 6, 2025 | -4.31% Oct 16, 2024 - Nov 6, 2024 |
| #9 | -1.24% Jun 2, 2021 - Jun 7, 2021 | -3.94% Dec 26, 2023 - Feb 12, 2024 |
| #10 | -1.01% Oct 6, 2025 - Oct 8, 2025 | -3.31% Jan 21, 2026 - Feb 6, 2026 |
| #11 | -0.98% May 3, 2021 - May 7, 2021 | -3.10% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -0.37% Sep 22, 2025 - Sep 24, 2025 | -3.08% Nov 11, 2024 - Nov 22, 2024 |
| #13 | N/A | -2.91% Sep 19, 2024 - Oct 16, 2024 |
| #14 | N/A | -2.53% Jun 4, 2026 - Jun 9, 2026 |
| #15 | N/A | -2.40% Dec 11, 2025 - Jan 5, 2026 |
Correlation
Correlation between FORH and SCAP is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2021 - 2026)
FORH vs SCAP dividend yield comparison.
| Year | FORH | SCAP |
|---|---|---|
| 2026 | 0.00% | 3.07% |
| 2025 | 1.82% | 6.71% |
| 2024 | 0.00% | 6.89% |
| 2023 | 3.88% | 0.27% |
| 2022 | 3.72% | 0.00% |
| 2021 | 0.69% | 0.00% |
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