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$
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F

Formidable ETF

FORH

BATS
$23.240.58% (+0.13)
High
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Low
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Returns
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1D
1W
1M
3M
6M
1Y
5Y
Max

US ETF

Global Small/Mid Stock

Global Small & Midcap ETF

Invests in global small/mid stock segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

1.13%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$17.96M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0.68
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

13.25%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

16.55
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

14.43

ETF Profile

ETF Profile

Exp. Ratio
0.85%
0.85%
PE
21.36
21.36
1Y Return
16.5%
16.5%
Exp. Ratio
0.58%
0.58%
PE
7.94
7.94
1Y Return
3.06%
3.06%
Exp. Ratio
0.35%
0.35%
PE
13.77
13.77
1Y Return
10.56%
10.56%
Exp. Ratio
0.24%
0.24%
PE
11.17
11.17
1Y Return
20.5%
20.5%
Exp. Ratio
—
—
PE
8.44
8.44
1Y Return
9.28%
9.28%
Compare with Peers

Peers

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFGlobal Small/Mid Stock
ScreenerCompare ETFs on Screener
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Formidable ETF $17.96M1.13%-15.81%
Horizon Kinetics Inflation Beneficiaries ETF$1.53B0.85%16.50%
Global X SuperDividend ETF$1.19B0.58%3.06%

Price Comparison

Price Comparison

Compare FORH with any stock or ETF
Compare FORH with any stock or ETF
Comparing from
FORH
INFL
SDIV
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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • Acacia Research Corporation
    Sector: Industrials
    Holdings9.26 %
    Acacia Research Corporation
    ACTG

    Holdings

    9.26 %

    Industrials
  • Talen Energy Corporation
    Sector: Utilities
    Holdings3.86 %
    Talen Energy Corporation
    TLNE

    Holdings

    3.86 %

    Utilities
  • HealthStream Inc
    Sector: Healthcare
    Holdings3.44 %
    HealthStream Inc
    HSTM

    Holdings

    3.44 %

    Healthcare
  • Alliance Resource Partners LP
    Sector: Energy
    Holdings3.31 %
    Alliance Resource Partners LP
    ARLP

    Holdings

    3.31 %

    Energy
  • SM Energy Co
    Sector: Energy
    Holdings3.08 %
    SM Energy Co
    SM

    Holdings

    3.08 %

    Energy
  • Veeva Systems Inc Class A
    Sector: Healthcare
    Holdings3.04 %
    Veeva Systems Inc Class A
    VEEV

    Holdings

    3.04 %

    Healthcare
  • Plains GP Holdings LP
    Sector: Energy
    Holdings2.87 %
    Plains GP Holdings LP
    PAGP

    Holdings

    2.87 %

    Energy
  • Viper Energy Ut
    Sector: Energy
    Holdings2.71 %
    Viper Energy Ut
    VNOM

    Holdings

    2.71 %

    Energy
  • Pan American Silver Corp
    Sector: Basic Materials
    Holdings2.64 %
    Pan American Silver Corp

    Holdings

    2.64 %

    Basic Materials
  • Allegheny Technologies Incorporated
    Sector: Industrials
    Holdings2.62 %
    Allegheny Technologies Incorporated
    ATI

    Holdings

    2.62 %

    Industrials

Frequently asked questions

  1. Formidable ETF (FORH) is currently trading at $23.24. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Formidable ETF (FORH) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Formidable ETF (FORH) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Formidable ETF (FORH) is 1.13%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Formidable ETF (FORH)’s top holdings currently include Acacia Research Corporation, Talen Energy Corporation, and HealthStream Inc. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Formidable ETF (FORH) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Formidable ETF (FORH) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Formidable ETF (FORH), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Formidable ETF (FORH)’s current assets under management (AUM) are $17.96M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Formidable ETF (FORH)’s price-to-earnings (P/E) ratio is 16.55. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Formidable ETF (FORH) with Horizon Kinetics Inflation Beneficiaries ETF (INFL), Global X SuperDividend ETF (SDIV), and iShares MSCI World Small-Cap ETF (WSML) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Formidable ETF (FORH)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

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