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FORH vs KONG

Formidable ETF vs Formidable Fortress ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

Key differences

  • KONG costs 0.30% less per year.
  • Over the last 3 years, KONG has delivered higher annualized returns.

Side-by-side comparison

FORHKONG
Annual cost (TER)1.19%0.89%
Fund size (AUM)$20M$22M
Since20212021
Dividend yield1.73%0.36%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+13.1%+6.2%
CAGR 3Y+3.7%+9.3%
CAGR 5Y+1.7%N/A
Sharpe 3Y0.080.49
Volatility 1Y15.66%10.91%
Max drawdown-20.73%-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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