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ETFT vs KONG

Fundsmith Equity ETF vs Formidable Fortress ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

Key differences

  • ETFT follows a long short strategy; KONG uses option income.

Side-by-side comparison

ETFTKONG
Annual cost (TER)0.89%
Fund size (AUM)$22M
Since2021
Dividend yield0.36%
Asset classalternativealternative
Regionnorth america
Strategylong shortoption income
CAGR 1YN/A+6.2%
CAGR 3YN/A+9.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.49
Volatility 1Y10.91%
Max drawdown-14.76%-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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