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DIVS vs KONG

Guinness Atkinson Dividend Builder ETF vs Formidable Fortress ETF

DIVS

Guinness Atkinson Dividend Builder ETF

Annual cost

0.45%

Fund size

$38M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

DIVS is an equity ETF, while KONG is an alternative ETF. DIVS charges 0.45% a year and KONG 0.89%.

  • DIVS is an equity fund, while KONG is an alternative fund. They carry different risk/return profiles.
  • DIVS follows a active selection strategy; KONG uses option income.
  • DIVS costs 0.44% less per year.
  • Over the last three years, DIVS has delivered higher annualized returns.
  • DIVS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVSKONG
Annual cost (TER)0.45%0.89%
Fund size (AUM)$38M$22M
Since20122021
Dividend yield1.74%0.36%
Asset classequityalternative
Regionglobal
Strategyactive selectionoption income
CAGR 1Y+9.1%+6.3%
CAGR 3Y+13.1%+9.8%
CAGR 5Y+9.0%N/A
Sharpe 3Y0.830.53
Volatility 1Y10.55%10.91%
Max drawdown-29.55%-19.98%

Similar to DIVS and KONG