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KONG vs DIVB

Formidable Fortress ETF vs iShares Core Dividend ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

DIVB

iShares Core Dividend ETF

Annual cost

0.05%

Fund size

$1.5B

Key differences

KONG is an alternative ETF, while DIVB is an equity ETF. KONG charges 0.89% a year and DIVB 0.05%.

  • KONG is an alternative fund, while DIVB is an equity fund. They carry different risk/return profiles.
  • KONG follows a option income strategy; DIVB uses index tracking.
  • DIVB costs 0.84% less per year.
  • DIVB is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DIVB has delivered higher annualized returns.

Side-by-side comparison

KONGDIVB
Annual cost (TER)0.89%0.05%
Fund size (AUM)$22M$1.5B
Since20212017
Dividend yield0.36%2.20%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+6.3%+28.7%
CAGR 3Y+9.8%+22.6%
CAGR 5YN/A+12.2%
Sharpe 3Y0.531.33
Volatility 1Y10.91%11.55%
Max drawdown-19.98%-36.93%

Similar to KONG and DIVB