Screener
CGCP vs KONG
Capital Group Core Plus Income ETF vs Formidable Fortress ETF
Key differences
CGCP is a fixed income ETF, while KONG is an alternative ETF. CGCP charges 0.34% a year and KONG 0.89%.
- CGCP is a fixed income fund, while KONG is an alternative fund. They carry different risk/return profiles.
- CGCP follows a active selection strategy; KONG uses option income.
- CGCP costs 0.55% less per year.
- CGCP 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
| CGCP | KONG | |
|---|---|---|
| Annual cost (TER) | 0.34% | 0.89% |
| Fund size (AUM) | $7.9B | $22M |
| Since | 2022 | 2021 |
| Dividend yield | 5.14% | 0.36% |
| Asset class | fixed income | alternative |
| Region | global | — |
| Strategy | active selection | option income |
| CAGR 1Y | +5.5% | +4.3% |
| CAGR 3Y | +5.3% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.34 | 0.42 |
| Volatility 1Y | 3.66% | 10.95% |
| Max drawdown | -15.07% | -19.98% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.