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KONG vs DGRO

Formidable Fortress ETF vs iShares Core Dividend Growth ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$40.5B

Key differences

KONG is an alternative ETF, while DGRO is an equity ETF. KONG charges 0.89% a year and DGRO 0.08%.

  • KONG is an alternative fund, while DGRO is an equity fund. They carry different risk/return profiles.
  • KONG follows a option income strategy; DGRO uses index tracking.
  • DGRO costs 0.81% less per year.
  • DGRO is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DGRO has delivered higher annualized returns.
  • DGRO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KONGDGRO
Annual cost (TER)0.89%0.08%
Fund size (AUM)$22M$40.5B
Since20212014
Dividend yield0.36%1.96%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+6.3%+22.9%
CAGR 3Y+9.8%+18.0%
CAGR 5YN/A+10.6%
Sharpe 3Y0.531.16
Volatility 1Y10.91%9.52%
Max drawdown-19.98%-35.10%

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