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CAML vs KONG

Congress Large Cap Growth ETF vs Formidable Fortress ETF

CAML

Congress Large Cap Growth ETF

Congress

Annual cost

0.65%

Fund size

$376M

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

Key differences

  • CAML costs 0.24% less per year.
  • CAML is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • CAML is classified as equity, while KONG is alternative — different risk/return profiles.
  • CAML follows a active selection strategy; KONG uses option income.

Side-by-side comparison

CAMLKONG
Annual cost (TER)0.65%0.89%
Fund size (AUM)$376M$22M
Since20232021
Dividend yield0.00%0.36%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+15.5%+7.1%
CAGR 3YN/A+9.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.48
Volatility 1Y14.66%10.90%
Max drawdown-21.06%-19.98%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CAML and KONG