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KONG vs DUHP

Formidable Fortress ETF vs Dimensional US High Profitability ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

DUHP

Dimensional US High Profitability ETF

Dimensional Fund Advisors

Annual cost

0.20%

Fund size

$11.3B

Key differences

  • DUHP costs 0.69% less per year.
  • DUHP is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • KONG is classified as alternative, while DUHP is equity — different risk/return profiles.
  • KONG follows a option income strategy; DUHP uses active selection.
  • Over the last 3 years, DUHP has delivered higher annualized returns.

Side-by-side comparison

KONGDUHP
Annual cost (TER)0.89%0.20%
Fund size (AUM)$22M$11.3B
Since20212022
Dividend yield0.36%1.03%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+6.2%+21.2%
CAGR 3Y+9.3%+19.2%
CAGR 5YN/AN/A
Sharpe 3Y0.491.09
Volatility 1Y10.91%11.42%
Max drawdown-19.98%-20.05%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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