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KONG vs BGRO

Formidable Fortress ETF vs iShares Large Cap Growth Active ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

BGRO

iShares Large Cap Growth Active ETF

BlackRock

Annual cost

0.55%

Fund size

$9M

Key differences

  • BGRO costs 0.34% less per year.
  • KONG follows a option income strategy; BGRO uses active selection.

Side-by-side comparison

KONGBGRO
Annual cost (TER)0.89%0.55%
Fund size (AUM)$22M$9M
Since20212024
Dividend yield0.36%0.04%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+7.1%+27.2%
CAGR 3Y+9.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.48N/A
Volatility 1Y10.90%18.05%
Max drawdown-19.98%-24.94%

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

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