Skip to content
Beacon
Screener

BCTK vs KONG

Baron Technology ETF vs Formidable Fortress ETF

BCTK

Baron Technology ETF

Annual cost

0.75%

Fund size

$188M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

BCTK is an equity ETF, while KONG is an alternative ETF. BCTK charges 0.75% a year and KONG 0.89%.

  • BCTK is an equity fund, while KONG is an alternative fund. They carry different risk/return profiles.
  • BCTK follows a index tracking strategy; KONG uses option income.
  • BCTK costs 0.14% less per year.
  • BCTK is much larger than KONG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCTKKONG
Annual cost (TER)0.75%0.89%
Fund size (AUM)$188M$22M
Since20212021
Dividend yield0.00%0.36%
Asset classequityalternative
Region
Strategyindex trackingoption income
CAGR 1YN/A+6.3%
CAGR 3YN/A+9.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.53
Volatility 1Y10.91%
Max drawdown-13.96%-19.98%

Similar to BCTK and KONG