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EDGH vs KONG

3EDGE Dynamic Hard Assets ETF vs Formidable Fortress ETF

EDGH

3EDGE Dynamic Hard Assets ETF

Annual cost

1.01%

Fund size

$158M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

Both EDGH and KONG are alternative ETFs. EDGH charges 1.01% a year and KONG 0.89%. The main difference: EDGH follows a multi strategy strategy; KONG uses option income.

  • EDGH follows a multi strategy strategy; KONG uses option income.
  • KONG costs 0.12% less per year.
  • EDGH is much larger than KONG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EDGHKONG
Annual cost (TER)1.01%0.89%
Fund size (AUM)$158M$22M
Since20242021
Dividend yield1.04%0.36%
Asset classalternativealternative
Region
Strategymulti strategyoption income
CAGR 1Y+24.9%+4.3%
CAGR 3YN/A+8.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y17.97%10.95%
Max drawdown-10.60%-19.98%

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

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