Screener
FCEF vs KONG
First Trust Income Opportunity ETF vs Formidable Fortress ETF
Key differences
FCEF is a mixed asset ETF, while KONG is an alternative ETF. FCEF charges 3.69% a year and KONG 0.89%.
- FCEF is a mixed asset fund, while KONG is an alternative fund. They carry different risk/return profiles.
- FCEF follows a active selection strategy; KONG uses option income.
- KONG costs 2.80% less per year.
- FCEF is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FCEF has delivered higher annualized returns.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FCEF | KONG | |
|---|---|---|
| Annual cost (TER) | 3.69% | 0.89% |
| Fund size (AUM) | $79M | $22M |
| Since | 2016 | 2021 |
| Dividend yield | 6.19% | 0.36% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +15.3% | +4.3% |
| CAGR 3Y | +15.6% | +8.4% |
| CAGR 5Y | +5.8% | N/A |
| Sharpe 3Y | 1.15 | 0.42 |
| Volatility 1Y | 7.87% | 10.95% |
| Max drawdown | -44.81% | -19.98% |
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