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KONG vs HIGH

Formidable Fortress ETF vs Simplify Enhanced Income ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

HIGH

Simplify Enhanced Income ETF

Annual cost

0.50%

Fund size

$75M

Key differences

Both KONG and HIGH are alternative ETFs. KONG charges 0.89% a year and HIGH 0.50%. The main difference: HIGH costs 0.39% less per year.

  • HIGH costs 0.39% less per year.
  • HIGH is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KONG has delivered higher annualized returns.

Side-by-side comparison

KONGHIGH
Annual cost (TER)0.89%0.50%
Fund size (AUM)$22M$75M
Since20212022
Dividend yield0.36%7.33%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+4.9%-4.0%
CAGR 3Y+8.9%+2.6%
CAGR 5YN/AN/A
Sharpe 3Y0.46-0.05
Volatility 1Y10.88%8.79%
Max drawdown-19.98%-9.50%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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