Screener
KONG vs CGSD
Formidable Fortress ETF vs Capital Group Short Duration Income ETF
Key differences
KONG is an alternative ETF, while CGSD is a fixed income ETF. KONG charges 0.89% a year and CGSD 0.25%.
- KONG is an alternative fund, while CGSD is a fixed income fund. They carry different risk/return profiles.
- KONG follows a option income strategy; CGSD uses active selection.
- CGSD costs 0.64% less per year.
- CGSD 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 | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.25% |
| Fund size (AUM) | $22M | $2.3B |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 4.46% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +4.3% | +4.2% |
| CAGR 3Y | +8.4% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.42 | 0.85 |
| Volatility 1Y | 10.95% | 1.45% |
| Max drawdown | -19.98% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.