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KONG vs BLCV

Formidable Fortress ETF vs iShares Large Cap Value Active ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

BLCV

iShares Large Cap Value Active ETF

BlackRock

Annual cost

0.46%

Fund size

$317M

Key differences

  • BLCV costs 0.43% less per year.
  • BLCV is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • KONG is classified as alternative, while BLCV is equity — different risk/return profiles.
  • KONG follows a option income strategy; BLCV uses active selection.

Side-by-side comparison

KONGBLCV
Annual cost (TER)0.89%0.46%
Fund size (AUM)$22M$317M
Since20212023
Dividend yield0.36%1.29%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+7.1%+23.9%
CAGR 3Y+9.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.48N/A
Volatility 1Y10.90%11.63%
Max drawdown-19.98%-13.44%

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

Similar to KONG and BLCV