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KONG vs CPLS

Formidable Fortress ETF vs AB Core Plus Bond ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

CPLS

AB Core Plus Bond ETF

Annual cost

0.30%

Fund size

$215M

Key differences

KONG is an alternative ETF, while CPLS is a fixed income ETF. KONG charges 0.89% a year and CPLS 0.30%.

  • KONG is an alternative fund, while CPLS is a fixed income fund. They carry different risk/return profiles.
  • KONG follows a option income strategy; CPLS uses active selection.
  • CPLS costs 0.59% less per year.
  • CPLS is much larger than KONG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

KONGCPLS
Annual cost (TER)0.89%0.30%
Fund size (AUM)$22M$215M
Since20212023
Dividend yield0.36%4.62%
Asset classalternativefixed income
Regionglobal
Strategyoption incomeactive selection
CAGR 1Y+4.3%+4.9%
CAGR 3Y+8.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.42N/A
Volatility 1Y10.95%3.88%
Max drawdown-19.98%-4.44%

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

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