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HIGH vs KONG

Simplify Enhanced Income ETF vs Formidable Fortress ETF

HIGH

Simplify Enhanced Income ETF

Annual cost

0.50%

Fund size

$75M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

Both HIGH and KONG are alternative ETFs. HIGH charges 0.50% a year and KONG 0.89%. The main difference: HIGH costs 0.39% less per year.

  • HIGH costs 0.39% less per year.
  • HIGH is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KONG has delivered higher annualized returns.

Side-by-side comparison

HIGHKONG
Annual cost (TER)0.50%0.89%
Fund size (AUM)$75M$22M
Since20222021
Dividend yield7.33%0.36%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y-4.0%+4.9%
CAGR 3Y+2.6%+8.9%
CAGR 5YN/AN/A
Sharpe 3Y-0.050.46
Volatility 1Y8.79%10.88%
Max drawdown-9.50%-19.98%

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

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