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KONG vs ISCF

Formidable Fortress ETF vs iShares MSCI Intl Small-Cap Multifactor ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

ISCF

iShares MSCI Intl Small-Cap Multifactor ETF

iShares

Annual cost

0.24%

Fund size

$633M

Key differences

  • ISCF costs 0.65% less per year.
  • ISCF is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • KONG is classified as alternative, while ISCF is equity — different risk/return profiles.
  • KONG follows a option income strategy; ISCF uses index tracking.
  • Over the last 3 years, ISCF has delivered higher annualized returns.
  • ISCF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KONGISCF
Annual cost (TER)0.89%0.24%
Fund size (AUM)$22M$633M
Since20212015
Dividend yield0.36%3.52%
Asset classalternativeequity
Regionglobal
Strategyoption incomeindex tracking
CAGR 1Y+6.2%+25.5%
CAGR 3Y+9.3%+17.2%
CAGR 5YN/A+8.1%
Sharpe 3Y0.490.89
Volatility 1Y10.91%14.40%
Max drawdown-19.98%-40.79%

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

Similar to KONG and ISCF