Screener
KONG vs GKAT
Formidable Fortress ETF vs Scharf Global Opportunity ETF
Key differences
- GKAT costs 0.30% less per year.
- GKAT is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
- KONG is classified as alternative, while GKAT is equity — different risk/return profiles.
- KONG follows a option income strategy; GKAT uses active selection.
- GKAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KONG | GKAT | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.59% |
| Fund size (AUM) | $22M | $158M |
| Since | 2021 | 2014 |
| Dividend yield | 0.36% | 0.46% |
| Asset class | alternative | equity |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +6.2% | N/A |
| CAGR 3Y | +9.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.49 | N/A |
| Volatility 1Y | 10.91% | — |
| Max drawdown | -19.98% | -10.41% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to KONG and GKAT
Explore further