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KONG vs AMAX

Formidable Fortress ETF vs Adaptive Hedged Multi-Asset Income ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Annual cost

1.36%

Fund size

$64M

Key differences

Both KONG and AMAX are alternative ETFs. KONG charges 0.89% a year and AMAX 1.36%. The main difference: KONG costs 0.47% less per year.

  • KONG costs 0.47% less per year.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KONGAMAX
Annual cost (TER)0.89%1.36%
Fund size (AUM)$22M$64M
Since20212009
Dividend yield0.36%10.96%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+4.3%+8.9%
CAGR 3Y+8.4%+8.3%
CAGR 5YN/AN/A
Sharpe 3Y0.420.49
Volatility 1Y10.95%10.31%
Max drawdown-19.98%-16.25%

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

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