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KONG vs CRDT

Formidable Fortress ETF vs Simplify Opportunistic Income ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

CRDT

Simplify Opportunistic Income ETF

Annual cost

0.99%

Fund size

$37M

Key differences

KONG is an alternative ETF, while CRDT is a fixed income ETF. KONG charges 0.89% a year and CRDT 0.99%.

  • KONG is an alternative fund, while CRDT is a fixed income fund. They carry different risk/return profiles.
  • KONG follows a option income strategy; CRDT uses active selection.
  • KONG costs 0.10% less per year.

Side-by-side comparison

KONGCRDT
Annual cost (TER)0.89%0.99%
Fund size (AUM)$22M$37M
Since20212023
Dividend yield0.36%6.19%
Asset classalternativefixed income
Region
Strategyoption incomeactive selection
CAGR 1Y+4.9%+1.2%
CAGR 3Y+8.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.46N/A
Volatility 1Y10.88%9.07%
Max drawdown-19.98%-9.80%

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

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