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CSMD vs KONG
Congress SMID Growth ETF vs Formidable Fortress ETF
Key differences
- CSMD costs 0.21% less per year.
- CSMD is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
- CSMD is classified as equity, while KONG is alternative — different risk/return profiles.
- CSMD follows a active selection strategy; KONG uses option income.
Side-by-side comparison
| CSMD | KONG | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.89% |
| Fund size (AUM) | $433M | $22M |
| Since | 2023 | 2021 |
| Dividend yield | 0.00% | 0.36% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | active selection | option income |
| CAGR 1Y | +12.8% | +7.1% |
| CAGR 3Y | N/A | +9.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.48 |
| Volatility 1Y | 19.04% | 10.90% |
| Max drawdown | -22.54% | -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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