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KONG vs LEXI

Formidable Fortress ETF vs Alexis Practical Tactical ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

LEXI

Alexis Practical Tactical ETF

Annual cost

1.00%

Fund size

$179M

Key differences

Both KONG and LEXI are alternative ETFs. KONG charges 0.89% a year and LEXI 1.00%. The main difference: KONG costs 0.11% less per year.

  • KONG costs 0.11% less per year.
  • LEXI is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LEXI has delivered higher annualized returns.

Side-by-side comparison

KONGLEXI
Annual cost (TER)0.89%1.00%
Fund size (AUM)$22M$179M
Since20212021
Dividend yield0.36%0.84%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+4.3%+28.3%
CAGR 3Y+8.4%+20.1%
CAGR 5YN/AN/A
Sharpe 3Y0.421.20
Volatility 1Y10.95%11.04%
Max drawdown-19.98%-22.01%

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

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