Screener
KONG vs CGCP
Formidable Fortress ETF vs Capital Group Core Plus Income ETF
Key differences
KONG is an alternative ETF, while CGCP is a fixed income ETF. KONG charges 0.89% a year and CGCP 0.34%.
- KONG is an alternative fund, while CGCP is a fixed income fund. They carry different risk/return profiles.
- KONG follows a option income strategy; CGCP uses active selection.
- CGCP costs 0.55% less per year.
- CGCP 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
| KONG | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.34% |
| Fund size (AUM) | $22M | $7.9B |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 5.14% |
| Asset class | alternative | fixed income |
| Region | — | global |
| Strategy | option income | active selection |
| CAGR 1Y | +4.3% | +5.5% |
| CAGR 3Y | +8.4% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.42 | 0.34 |
| Volatility 1Y | 10.95% | 3.66% |
| Max drawdown | -19.98% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.