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AFMC vs KONG
First Trust Active Factor Mid Cap ETF vs Formidable Fortress ETF
Key differences
- AFMC costs 0.21% less per year.
- AFMC is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
- AFMC is classified as equity, while KONG is alternative — different risk/return profiles.
- AFMC follows a active selection strategy; KONG uses option income.
- Over the last 3 years, AFMC has delivered higher annualized returns.
Side-by-side comparison
| AFMC | KONG | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.89% |
| Fund size (AUM) | $153M | $22M |
| Since | 2019 | 2021 |
| Dividend yield | 0.81% | 0.36% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +27.2% | +6.2% |
| CAGR 3Y | +20.8% | +9.3% |
| CAGR 5Y | +10.2% | N/A |
| Sharpe 3Y | 0.96 | 0.49 |
| Volatility 1Y | 14.96% | 10.91% |
| Max drawdown | -42.14% | -19.98% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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