Screener
FWD vs KONG
AB Disruptors ETF vs Formidable Fortress ETF
Key differences
FWD is an equity ETF, while KONG is an alternative ETF. FWD charges 0.65% a year and KONG 0.89%.
- FWD is an equity fund, while KONG is an alternative fund. They carry different risk/return profiles.
- FWD follows a active selection strategy; KONG uses option income.
- FWD costs 0.24% less per year.
- FWD is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FWD has delivered higher annualized returns.
Side-by-side comparison
| FWD | KONG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.89% |
| Fund size (AUM) | $2.9B | $22M |
| Since | 2023 | 2021 |
| Dividend yield | 0.08% | 0.36% |
| Asset class | equity | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +61.4% | +6.3% |
| CAGR 3Y | +37.0% | +9.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.23 | 0.53 |
| Volatility 1Y | 25.15% | 10.91% |
| Max drawdown | -29.02% | -19.98% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.