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KONG vs FORH

Formidable Fortress ETF vs Formidable ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

Key differences

  • KONG costs 0.30% less per year.
  • Over the last 3 years, KONG has delivered higher annualized returns.

Side-by-side comparison

KONGFORH
Annual cost (TER)0.89%1.19%
Fund size (AUM)$22M$20M
Since20212021
Dividend yield0.36%1.73%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+6.2%+13.1%
CAGR 3Y+9.3%+3.7%
CAGR 5YN/A+1.7%
Sharpe 3Y0.490.08
Volatility 1Y10.91%15.66%
Max drawdown-19.98%-20.73%

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

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