Screener
KONG vs FCEF
Formidable Fortress ETF vs First Trust Income Opportunity ETF
Key differences
KONG is an alternative ETF, while FCEF is a mixed asset ETF. KONG charges 0.89% a year and FCEF 3.69%.
- KONG is an alternative fund, while FCEF is a mixed asset fund. They carry different risk/return profiles.
- KONG follows a option income strategy; FCEF uses active selection.
- KONG costs 2.80% less per year.
- FCEF is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FCEF has delivered higher annualized returns.
- FCEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KONG | FCEF | |
|---|---|---|
| Annual cost (TER) | 0.89% | 3.69% |
| Fund size (AUM) | $22M | $79M |
| Since | 2021 | 2016 |
| Dividend yield | 0.36% | 6.19% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +4.3% | +15.3% |
| CAGR 3Y | +8.4% | +15.6% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | 0.42 | 1.15 |
| Volatility 1Y | 10.95% | 7.87% |
| Max drawdown | -19.98% | -44.81% |
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