Screener
DFCF vs KONG
Dimensional Core Fixed Income ETF vs Formidable Fortress ETF
Key differences
DFCF is a fixed income ETF, while KONG is an alternative ETF. DFCF charges 0.17% a year and KONG 0.89%.
- DFCF is a fixed income fund, while KONG is an alternative fund. They carry different risk/return profiles.
- DFCF follows a active selection strategy; KONG uses option income.
- DFCF costs 0.72% less per year.
- DFCF 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
| DFCF | KONG | |
|---|---|---|
| Annual cost (TER) | 0.17% | 0.89% |
| Fund size (AUM) | $10.6B | $22M |
| Since | 2021 | 2021 |
| Dividend yield | 4.30% | 0.36% |
| Asset class | fixed income | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +5.5% | +4.3% |
| CAGR 3Y | +5.0% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.28 | 0.42 |
| Volatility 1Y | 3.96% | 10.95% |
| Max drawdown | -19.56% | -19.98% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.