FORH vs SMHB

Comparison between FORMIDABLE ETF (FORH, ETF) and UBS AG London Branch (SMHB, ETF).

5-Year PerformanceFORH has outperformed SMHB, delivering a return of +0.8% compared to -6.8%

FORH vs SMHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FORH(ETF)	SMHB(ETF)
Net Assets	$20M	$20M
Expense Ratio	1.19%	N/A
Max Drawdown	26.46%	92.37%
Sharpe Ratio	0.42	0.21
5Y Beta	0.57	1.49
P/E Ratio	110.01	N/A
Forward P/E	17.53	N/A
PEG Ratio	-0.32	N/A
5Y Dividends CAGR	N/A	-4.70%
P/S Ratio	1.10	N/A
P/B Ratio	2.22	N/A

Net Assets

FORH

$20M

SMHB

$20M

Expense Ratio

FORH

1.19%

SMHB

N/A

Max Drawdown

Winner

FORH

26.46%

SMHB

92.37%

Sharpe Ratio

Winner

FORH

0.42

SMHB

0.21

5Y Beta

Winner

FORH

0.57

SMHB

1.49

P/E Ratio

FORH

110.01

SMHB

N/A

Forward P/E

FORH

17.53

SMHB

N/A

PEG Ratio

FORH

-0.32

SMHB

N/A

5Y Dividends CAGR

FORH

N/A

SMHB

-4.70%

P/S Ratio

FORH

1.10

SMHB

N/A

P/B Ratio

FORH

2.22

SMHB

N/A

FORH vs SMHB - Historical Returns

Returns include dividend reinvestment.

Period	FORH	SMHB
1 month	-0.51%	+3.15%
3 months	-0.29%	+11.74%
6 months	-0.74%	+4.62%
1 year	+9.46%	+7.30%
5 years(CAGR)	+0.79%	-6.85%
Max(CAGR)	+1.88%	-6.24%

FORH

-0.51%

Winner

SMHB

+3.15%

FORH

-0.29%

Winner

SMHB

+11.74%

FORH

-0.74%

Winner

SMHB

+4.62%

Winner

FORH

+9.46%

SMHB

+7.30%

5Y(CAGR)

Winner

FORH

+0.79%

SMHB

-6.85%

Max(CAGR)

Winner

FORH

+1.88%

SMHB

-6.24%

FORH vs SMHB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	FORH	SMHB
2026	+2.22%	+8.11%
2025	+14.58%	-8.10%
2024	-7.53%	-16.10%
2023	-0.32%	+32.71%
2022	-2.34%	-37.87%
2021	-0.12%	+71.88%
2020	N/A	-41.27%
2019	N/A	+8.23%
2018	N/A	-24.78%

FORH vs SMHB Drawdown Comparison

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

The maximum drawdown for SMHB was -90.28%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current FORH drawdown is -8.16%. The current SMHB drawdown is -38.60%.

Rank	FORH	SMHB
#1	-20.78% Apr 20, 2022 - Sep 22, 2025	-90.28% Nov 14, 2018 - Mar 18, 2020
#2	-12.80% Oct 23, 2025 - Nov 20, 2025	N/A
#3	-10.50% Jun 8, 2021 - Apr 1, 2022	N/A
#4	-3.82% May 7, 2021 - Jun 1, 2021	N/A
#5	-2.78% Oct 15, 2025 - Oct 22, 2025	N/A
#6	-2.28% Oct 9, 2025 - Oct 14, 2025	N/A
#7	-2.06% Apr 4, 2022 - Apr 20, 2022	N/A
#8	-2.00% Sep 29, 2025 - Oct 6, 2025	N/A
#9	-1.24% Jun 2, 2021 - Jun 7, 2021	N/A
#10	-1.01% Oct 6, 2025 - Oct 8, 2025	N/A
#11	-0.98% May 3, 2021 - May 7, 2021	N/A
#12	-0.37% Sep 22, 2025 - Sep 24, 2025	N/A