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KONG vs AQLT

Formidable Fortress ETF vs iShares MSCI Global Quality Factor ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

AQLT

iShares MSCI Global Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$246M

Key differences

  • AQLT costs 0.69% less per year.
  • AQLT is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • KONG is classified as alternative, while AQLT is equity — different risk/return profiles.
  • KONG follows a option income strategy; AQLT uses index tracking.

Side-by-side comparison

KONGAQLT
Annual cost (TER)0.89%0.20%
Fund size (AUM)$22M$246M
Since20212024
Dividend yield0.36%0.97%
Asset classalternativeequity
Regionglobal
Strategyoption incomeindex tracking
CAGR 1Y+6.2%+29.5%
CAGR 3Y+9.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.49N/A
Volatility 1Y10.91%13.50%
Max drawdown-19.98%-16.84%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KONG and AQLT