Screener
KONG vs DFAC
Formidable Fortress ETF vs Dimensional U.S. Core Equity 2 ETF
Key differences
- DFAC costs 0.72% less per year.
- DFAC is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
- KONG is classified as alternative, while DFAC is equity — different risk/return profiles.
- KONG follows a option income strategy; DFAC uses active selection.
- Over the last 3 years, DFAC has delivered higher annualized returns.
- DFAC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KONG | DFAC | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.17% |
| Fund size (AUM) | $22M | $44.5B |
| Since | 2021 | 2007 |
| Dividend yield | 0.36% | 0.95% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +6.2% | +29.7% |
| CAGR 3Y | +9.3% | +21.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.49 | 1.10 |
| Volatility 1Y | 10.91% | 12.32% |
| Max drawdown | -19.98% | -23.11% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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