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FIVA vs KONG
Fidelity International Value Factor ETF vs Formidable Fortress ETF
Key differences
- FIVA costs 0.71% less per year.
- FIVA is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
- FIVA is classified as equity, while KONG is alternative — different risk/return profiles.
- FIVA follows a index tracking strategy; KONG uses option income.
- Over the last 3 years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| FIVA | KONG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.89% |
| Fund size (AUM) | $533M | $22M |
| Since | 2018 | 2021 |
| Dividend yield | 2.63% | 0.36% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +35.7% | +6.2% |
| CAGR 3Y | +21.9% | +9.3% |
| CAGR 5Y | +12.5% | N/A |
| Sharpe 3Y | 1.16 | 0.49 |
| Volatility 1Y | 15.23% | 10.91% |
| Max drawdown | -39.60% | -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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