Screener
KONG vs DFLV
Formidable Fortress ETF vs Dimensional US Large Cap Value ETF
Key differences
- DFLV costs 0.68% less per year.
- DFLV is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
- KONG is classified as alternative, while DFLV is equity — different risk/return profiles.
- KONG follows a option income strategy; DFLV uses active selection.
- Over the last 3 years, DFLV has delivered higher annualized returns.
Side-by-side comparison
| KONG | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.21% |
| Fund size (AUM) | $22M | $5.9B |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 1.46% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +7.1% | +34.4% |
| CAGR 3Y | +9.1% | +19.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.48 | 1.08 |
| Volatility 1Y | 10.90% | 11.35% |
| Max drawdown | -19.98% | -16.80% |
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