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KONG vs BUCK

Formidable Fortress ETF vs Simplify Treasury Option Income ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

BUCK

Simplify Treasury Option Income ETF

Annual cost

0.35%

Fund size

$438M

Key differences

Both KONG and BUCK are alternative ETFs. KONG charges 0.89% a year and BUCK 0.35%. The main difference: BUCK costs 0.54% less per year.

  • BUCK costs 0.54% less per year.
  • BUCK is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KONG has delivered higher annualized returns.

Side-by-side comparison

KONGBUCK
Annual cost (TER)0.89%0.35%
Fund size (AUM)$22M$438M
Since20212022
Dividend yield0.36%7.43%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+4.9%+7.9%
CAGR 3Y+8.9%+5.3%
CAGR 5YN/AN/A
Sharpe 3Y0.460.43
Volatility 1Y10.88%3.08%
Max drawdown-19.98%-5.43%

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

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