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BINC vs KONG

iShares Flexible Income Active ETF vs Formidable Fortress ETF

BINC

iShares Flexible Income Active ETF

Annual cost

0.40%

Fund size

$16.8B

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

BINC is a fixed income ETF, while KONG is an alternative ETF. BINC charges 0.40% a year and KONG 0.89%.

  • BINC is a fixed income fund, while KONG is an alternative fund. They carry different risk/return profiles.
  • BINC follows a active selection strategy; KONG uses option income.
  • BINC costs 0.49% less per year.
  • BINC is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KONG has delivered higher annualized returns.

Side-by-side comparison

BINCKONG
Annual cost (TER)0.40%0.89%
Fund size (AUM)$16.8B$22M
Since20232021
Dividend yield5.54%0.36%
Asset classfixed incomealternative
Region
Strategyactive selectionoption income
CAGR 1Y+5.5%+4.9%
CAGR 3Y+6.9%+8.9%
CAGR 5YN/AN/A
Sharpe 3Y1.060.46
Volatility 1Y2.28%10.88%
Max drawdown-2.69%-19.98%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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