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BELT vs KONG

iShares U.S. Select Equity Active ETF vs Formidable Fortress ETF

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

Key differences

  • BELT costs 0.14% less per year.
  • BELT is classified as equity, while KONG is alternative — different risk/return profiles.
  • BELT follows a index enhanced strategy; KONG uses option income.

Side-by-side comparison

BELTKONG
Annual cost (TER)0.75%0.89%
Fund size (AUM)$9M$22M
Since20242021
Dividend yield0.00%0.36%
Asset classequityalternative
Regionnorth america
Strategyindex enhancedoption income
CAGR 1Y+28.9%+6.2%
CAGR 3YN/A+9.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.49
Volatility 1Y17.21%10.91%
Max drawdown-23.05%-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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