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Screener

GRW vs KONG

TCW Durable Growth ETF vs Formidable Fortress ETF

GRW

TCW Durable Growth ETF

Annual cost

0.75%

Fund size

$72M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

GRW is an equity ETF, while KONG is an alternative ETF. GRW charges 0.75% a year and KONG 0.89%.

  • GRW is an equity fund, while KONG is an alternative fund. They carry different risk/return profiles.
  • GRW follows a active selection strategy; KONG uses option income.
  • GRW costs 0.14% less per year.
  • GRW is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • GRW has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GRWKONG
Annual cost (TER)0.75%0.89%
Fund size (AUM)$72M$22M
Since20162021
Dividend yield0.26%0.36%
Asset classequityalternative
Region
Strategyactive selectionoption income
CAGR 1Y-9.5%+6.0%
CAGR 3YN/A+9.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.50
Volatility 1Y14.67%10.92%
Max drawdown-23.84%-19.98%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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