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KONG vs BELT

Formidable Fortress ETF vs iShares U.S. Select Equity Active ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

Key differences

  • BELT costs 0.14% less per year.
  • KONG is classified as alternative, while BELT is equity — different risk/return profiles.
  • KONG follows a option income strategy; BELT uses index enhanced.

Side-by-side comparison

KONGBELT
Annual cost (TER)0.89%0.75%
Fund size (AUM)$22M$9M
Since20212024
Dividend yield0.36%0.00%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex enhanced
CAGR 1Y+6.2%+28.9%
CAGR 3Y+9.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.49N/A
Volatility 1Y10.91%17.21%
Max drawdown-19.98%-23.05%

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

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