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CRDT vs KONG

Simplify Opportunistic Income ETF vs Formidable Fortress ETF

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

CRDT is a fixed income ETF, while KONG is an alternative ETF. CRDT charges 0.99% a year and KONG 0.89%.

  • CRDT is a fixed income fund, while KONG is an alternative fund. They carry different risk/return profiles.
  • CRDT follows a active selection strategy; KONG uses option income.
  • KONG costs 0.10% less per year.

Side-by-side comparison

CRDTKONG
Annual cost (TER)0.99%0.89%
Fund size (AUM)$37M$22M
Since20232021
Dividend yield6.19%0.36%
Asset classfixed incomealternative
Region
Strategyactive selectionoption income
CAGR 1Y+1.2%+4.9%
CAGR 3YN/A+8.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.46
Volatility 1Y9.07%10.88%
Max drawdown-9.80%-19.98%

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

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